About Us

James J. Abodeely, CFA

JJ Abodeely is a Chartered Financial Analyst® (CFA) with 17+ years of investment management experience including real estate development and business operations. 


Key Activities

  • Equity, credit, commodity, research, analysis, and portfolio management 
  • Private equity and RE deal sourcing, due diligence, and negotiation
  • RE development, management, and Owner's Rep 
  • Investment committee and strategy
  • Business development and client relationship management 
  • Capital raising, investor relations, presentations, and pitches
  • Financial performance responsibility and reporting
  • Product development, logistics, intellectual property management
  • Contract negotiations, partnerships, close deals
  • Management team sourcing

 https://www.linkedin.com/in/jjabodeely/

Portfolio/Clients

Level Sleep LLC

On behalf of investors, acquire valuable IP portfolio and lead team build out of product development, logistics, branding, marketing and sales

Mixed Use Development

Underwriting and acquisition of large mixed use parcels with entitlement underway

Residential Development

Identify, underwrite, acquire, build/renovate for sale or hold

Seed Investment Portfolio

Due diligence, pro-forma analysis, and investment performance measurement for private investment portfolio

Consumer Brands

Business model, financial and strategic leadership Pure Barre Marin &

Pure Barre Sonoma

Investment Advisory Firm

Market research, client management for Absolute Return investment manager