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Walton Rahal CPAs PLLC
WALTON RAHAL CPAS PLLC is a state-registered investment adviser in BOCA RATON, FL. The firm manages approximately $77 million in regulatory assets.
Overview
WALTON RAHAL CPAS PLLC is a state-registered investment adviser in BOCA RATON, FL. The firm manages approximately $77 million in regulatory assets. It has 8 employees and 2 investment advisers.
General information
Firm type
Family Office
Location
Region
North America
Country
United States
City
Boca Raton
Corporate office
Oak Brook, IL, United States
Principals
James D. Walton
Managing Partner
Michael A. Rahal
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Walton Rahal CPAs PLLC?
James D. Walton and Michael A. Rahal, both Certified Public Accountants, serve as Managing Partners and lead the firm's advisory and investment coordination activities.
How does Walton Rahal CPAs PLLC source proprietary deal flow?
The firm sources proprietary opportunities through its network of client families, legal advisors, and investment bankers. It does not maintain a traditional sourcing team.
Does Walton Rahal CPAs PLLC participate in fund commitments or only direct deals?
The firm participates in both, but emphasizes direct co-investments alongside clients to align incentives. It also commits to select private credit funds on a discretionary basis.
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