Multi-Family OfficeRIA · CRD 311639SEC-Registered

Updated:

Wise Partners

Wise Partners is an SEC-registered investment adviser in Phoenix, AZ, registered since 2024. The firm manages $153 million in regulatory assets.

Wise Partners

Wise Partners is an SEC-registered investment adviser in Phoenix, AZ, registered since 2024. The firm manages $153 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2010

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Phoenix

Corporate office

Chicago, IL, United States

Additional offices

Boulder, CO · Tokyo, Japan · Menlo Park, CA

Frequently asked questions

How does Wise Partners source investment opportunities?

The firm sources through its distributed US office footprint — primarily Menlo Park for Bay Area venture and Boulder for the Front Range technology corridor — while its Chicago office provides a Midwest presence. Deal flow is relationship-driven and filtered through the cross-border lens of what Japanese institutional and family office partners are likely to co-invest in, creating a curated pipeline distinct from open-market sourcing.

What is the role of the Tokyo office?

Tokyo serves as the firm's capital-formation and co-investment hub for Japan. The office connects US-sourced venture and growth equity deals with Japanese corporate venture capital groups, family offices, and institutional limited partners seeking direct exposure to North American technology companies without the overhead of building their own US-based investment teams.

Is Wise Partners a single-family office or a multi-family office?

Wise Partners is structured as a multi-family office, serving multiple client families rather than a single wealth creator. This architecture means the firm aggregates commitments across its client base and does not operate from a single proprietary balance sheet, though the identities of the families it serves are not publicly disclosed.

What investment stages does Wise Partners target?

The firm targets early-stage venture through growth equity, consistent with the deal flow available from its Menlo Park and Boulder origination offices. Public record indicates a focus on enterprise software, AI/ML, and digital health, though the firm has not published a formal stage-by-stage mandate.

Does Wise Partners make fund commitments or only direct investments?

Public information is thin on the precise breakdown. The firm's multi-family structure and trans-Pacific matching model suggest a preference for direct co-investments and SPVs that give Japanese allocators line-of-sight into specific companies, but fund commitments as an LP are not excluded by the firm's stated architecture.

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