Single Family OfficeRIA · CRD 135295SEC-Registered

Updated:

Surety Investment Services

SURETY INVESTMENT SERVICES is an SEC-registered investment adviser in LOS ANGELES, CA. The firm manages approximately $63 million in regulatory assets.

Surety Investment Services

SURETY INVESTMENT SERVICES is an SEC-registered investment adviser in LOS ANGELES, CA. The firm manages approximately $63 million in regulatory assets. It has 4 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

Why does Surety Investment Services have no public profile?

The firm has elected to maintain total operational privacy. It has no known website, no LinkedIn entity page, and no named executives in any public filing or news source. This posture is unusual even among single-family offices, where some minimal digital footprint is now standard practice. The complete absence of public information suggests internal capital with no need for external co-investors, limited partners, or public-facing deal flow.

What is the likely source of wealth behind Surety Investment Services?

The name points toward the surety and fidelity bond underwriting industry, a sector where multi-generational, closely held fortunes are common. Specialty surety firms like those built around construction bonding, court bonds, or public-official fidelity coverage often remain family-controlled for decades. Without a named principal or confirmed historical record, this remains inference rather than verified fact.

Does Surety Investment Services manage outside capital?

There is no evidence of outside capital management. The firm does not appear in SEC investment adviser filings, nor does it solicit co-investors or partners through any known channel. The total absence of marketing or fundraising activity supports the default assumption that this entity manages a single pool of private capital without external limited partners.

Is Surety Investment Services actively deploying capital today?

No verifiable investment activity, direct or indirect, is associated with this entity. This could indicate a genuinely inactive vehicle, a holding company structure that does not transact under this name, or simply a level of operational privacy that keeps all transactions out of public view.

How can an allocator engage with Surety Investment Services?

There is no known point of contact for the firm. Without a website, LinkedIn presence, or named principals, no engagement pathway is publicly available. For allocators running outreach campaigns, this entity would require an introduction through a private intermediary with direct knowledge of the principal — a relationship that, if it exists, is not visible to the market.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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