Advisory & Research Firm
Qualified introductions to high-net-worth families.
Caldenmoore is an advisory and research firm that connects RIAs and family offices with pre-vetted individuals and families following exits, inheritance, or concentrated equity events. Typical engagements: $1M to $10M+, with family office mandates to $100M.
$1B+
Wealth transitions facilitated, 2023–2025
$1M – $100M
Introduceable asset range per engagement
Post-liquidity
Exits, inheritance, concentrated equity
How It Works
Simple by design.
01
Define your ideal client
We learn the profile of families you serve best — asset size, complexity, geography, and the specific situations where you add the most value.
02
We identify and vet matches
When an individual or family fits your profile, we verify intent, asset size, and readiness before any introduction is made.
03
Receive warm introductions
You meet qualified prospects with full context already in hand through a warm introduction made by us through email. No wasted conversations trying to figure out who's ready to buy.
Your Signal Strategy
See exactly how we would find your clients.
Tell us who you serve and we will show you which signals we monitor, how we pre-vet, and what a client profile that we have worked with that matches your firm.
ex: HNWI investing assets $1–100M · family office · post-exit founders · inherited wealth
Signal Intelligence
How we find the right families.
We monitor a network of public and proprietary signals that surface HNWIs at genuine inflection points — before they have found an advisor.
Regulatory Filings
SEC Form ADV, Form 4, and 13D/13G filings flag advisory relationship changes, insider equity dispositions, and significant ownership shifts in public companies.
Post-exit founders, executives
M&A Activity
Business broker listings, LOI registrations, SBA loan payoffs, and deal announcements identify owners who have completed or are nearing a sale.
Business owners after exit
Real Estate Records
County deed transfers and title changes on properties valued $1M+ surface individuals deploying or repositioning capital after a wealth event.
Liquidity event indicators
Probate & Estate Filings
Public estate inventories and new trust formations flag inheritance recipients who are navigating a material change in their financial picture.
Inheritance recipients
Corporate Events
IPO and SPAC S-1/S-4 registrations, RSU vesting schedules, and executive departure filings identify individuals ahead of or immediately following a liquidity event.
Concentrated equity holders
Entity Formations
Delaware and Wyoming LLC and LP filings, family office formations, and multi-jurisdictional trust restructurings signal first-time or transitional wealth management needs.
Families mid-transition
The Families We Work With
Individuals at a genuine inflection point.
Every introduction comes from a real transition. A liquidity event, an inheritance, a material change in a family's financial picture. These are not lists. These are conversations.
Business owners after exit
Founders and owners navigating significant liquidity following a sale, merger, or recapitalization. Often their first time managing wealth at this scale.
Inheritance recipients
Individuals and families receiving substantial transfers who need trusted guidance on preservation, tax efficiency, and long-term deployment.
Concentrated equity holders
Executives with significant RSUs, options, or private company shares who require specialized wealth planning before or after a liquidity event.
Families mid-transition
Multi-generational families restructuring or consolidating wealth across entities, often across multiple advisors and jurisdictions.
Why Caldenmoore
Built for advisors who value their time.
Pre-vetted, not prospected
Every individual we introduce has been verified for asset size, intent, and readiness. You receive qualified conversations, not a contact list.
Context-rich handoffs
Before you speak with anyone, we brief you. You know the situation, the assets in question, and what the individual is looking for.
Ticket sizes that matter
We work exclusively in the $1M–$100M range. No sub-threshold introductions, no time wasted on accounts that won't move the needle.
No prospecting overhead
No marketing budget. No SDR team. No cold calls. The only overhead is taking the introduction.
The Difference
How most advisors grow, and how our partners do.
The traditional path to acquiring high-net-worth clients is slow, expensive, and unpredictable. There is a better model.
Traditional Approach
- Build a referral network over years
- Run expensive marketing campaigns
- Hire business development staff
- Attend conferences and events
- Chase introductions that may not close
- Manage pipeline with uncertain quality
With Caldenmoore
- Define your ideal client profile once
- Receive introductions as they become available
- No overhead, no campaigns, no headcount
- Pre-qualified before the first conversation
- Full context delivered with every introduction
- Pipeline that reflects real intent and asset size
Get Started
Ready to meet your next client?
Schedule a short call to discuss your ideal client profile and whether we are a fit.