Single Family OfficeRIA · CRD 171722SEC-Registered

Updated:

Waldo Investment Advisors

WALDO INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser with $17 million in regulatory assets under management. The firm has 1 employee and 1...

Waldo Investment Advisors

WALDO INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser with $17 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Fairfield

Corporate office

Fairfield, CT, United States

Principals

Timothy Waldo

Managing Member

Frequently asked questions

What is Waldo Investment Advisors?

Waldo Investment Advisors is a single family office headquartered in Fairfield, United States.

Where is Waldo Investment Advisors headquartered?

Waldo Investment Advisors is headquartered in Fairfield, United States, in the North America region.

What does Altss track for Waldo Investment Advisors?

Altss maintains an OSINT-verified profile of Waldo Investment Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Waldo Investment Advisors's website?

Waldo Investment Advisors's public website is waldoinvestmentadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Waldo Investment Advisors?

Waldo Investment Advisors is classified by Altss as a Single Family Office, operating from United States within the North America region.

How does Altss source intelligence on Waldo Investment Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Waldo Investment Advisors's Altss profile last updated?

Waldo Investment Advisors's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

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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