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Wolff Financial Management LLC
Wolff Financial Management LLC is a New York-based single-family office focused on direct real estate investments and private credit. Run by David Wolff.
Overview
Wolff Financial Management is an independent, boutique financial services firm and SEC registered investment advisor.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Kalamazoo
Corporate office
New York, NY, United States
Principals
David Wolff
Founder & President
Sector focus
Frequently asked questions
Who runs Wolff Financial Management LLC?
The firm was founded by David Wolff, who serves as its President and oversees all investment decisions. Public records indicate he has been active in the New York real estate market for over 20 years.
How does Wolff Financial Management LLC source deals?
The firm relies on direct relationships with brokers, attorneys, and other family offices in the New York area. It does not use a formal external GP network or institutional fundraising platform.
What asset classes does Wolff Financial Management LLC invest in?
The firm is primarily focused on direct real estate investments in the New York metropolitan area, including multifamily, office, and retail properties. It also allocates to private credit, specifically bridge financing and mezzanine debt, with a smaller portion in transportation and energy infrastructure.
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