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Van Hulzen Financial Advisors
VAN HULZEN FINANCIAL ADVISORS is an SEC-registered investment adviser in EL DORADO HILLS, CA, registered since 2003. The firm manages $2.1 billion in assets...
Overview
VAN HULZEN FINANCIAL ADVISORS is an SEC-registered investment adviser in EL DORADO HILLS, CA, registered since 2003. The firm manages $2.1 billion in assets on a discretionary basis. It has 21 employees and 16 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1991
Location
Region
North America
Country
United States
City
El Dorado Hills
Corporate office
Sacramento, CA, United States
Principals
Steve Van Hulzen
Founder & President
Sector focus
Frequently asked questions
How does Van Hulzen source investment opportunities?
Van Hulzen originates real asset deals through operator relationships built over decades of tax-advisory work in Northern California. The firm's CPA practice creates direct visibility into client business operations, which feeds the investment pipeline without relying on traditional broker-intermediated deal flow.
Does Van Hulzen invest in funds or only direct deals?
Van Hulzen structures its real asset investments through direct co-investment vehicles that let client families participate alongside the firm. The model favors single-asset or small-portfolio acquisitions rather than commingled blind-pool funds. The firm has not publicly indicated participation in third-party private equity or venture fund commitments.
What types of real estate does Van Hulzen target?
The firm concentrates on niche, cash-flowing property types — primarily self-storage, manufactured housing communities, and specialty industrial assets. These sectors align with the firm's preference for fragmented ownership markets where operator expertise drives returns rather than broad market beta.
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