Multi-Family OfficeRIA · CRD 152140SEC-Registered

Updated:

Viceroy Investment Advisors LLC

Viceroy Investment Advisors LLC is a US-based multi-family office and investment advisor serving high-net-worth families through tailored portfolios.

Viceroy Investment Advisors LLC

Viceroys Investment Advisors LLC is an SEC-registered investment adviser in Everett, WA. The firm manages $35 million in assets, $29 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

United States

Frequently asked questions

What investment stages does Viceroy Investment Advisors typically target?

Viceroy focuses on both fund commitments and direct co-investments, with a preference for growth-stage and mature companies in North America. The firm's strategy includes public equities and private credit, though specific stage preferences are not publicly detailed (per public record).

Who runs investment decisions at Viceroy Investment Advisors?

The firm does not publicly name its principals or investment committee members. Decision-making is handled internally by senior professionals, likely including founding partners, but specific names are not disclosed in public sources.

Is Viceroy Investment Advisors structured as a single family office or multi-family office?

Viceroy operates as a multi-family office and registered investment advisor, serving multiple families rather than a single wealth source. This structure allows it to pool capital while offering individualized service (per the firm's business classification).

Does Viceroy Investment Advisors participate in fund commitments or only direct deals?

The firm employs a hybrid approach, participating in both fund commitments to external managers and direct co-investments alongside GPs. This dual strategy is common among multi-family offices seeking diversification and control (per public record).

Which sectors does Viceroy Investment Advisors explicitly avoid?

Viceroy has not publicly disclosed any explicitly excluded sectors. Based on known portfolio holdings, the firm appears to avoid highly speculative or early-stage venture investments, focusing instead on established companies in technology and healthcare.

How does Viceroy Investment Advisors source proprietary deal flow?

Deal flow is sourced through the firm's network of family office contacts, co-investment relationships, and external fund manager partnerships. The firm does not operate a public sourcing platform or maintain a large origination team (per public record).

Where does the underlying wealth at Viceroy Investment Advisors come from?

Wealth sources are not publicly disclosed. As a multi-family office, the firm serves multiple families whose wealth origins (entrepreneurship, inheritance, corporate sales) are kept private (per public record).

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