FILLMORE CAPITAL PARTNERS, LLC

Overview

Fillmore Capital Partners, LLC is a privately owned investment adviser focused on pooled real estate strategies. The firm operates as a sponsor, general partner and managing member of pooled vehicles and also performs real estate brokerage activities. Its advisory work centers on portfolio management for pooled investment vehicles rather than individual retail clients, and its client base is institutional. Investment activity is concentrated in direct real estate and related credit strategies. The firm uses a mix of fee arrangements—percentage of assets under management, fixed fees and performance-based fees—reflecting an owner/operator orientation where alignment of interest with investors is part of compensation. Fillmore Capital Partners, LLC does not identify as an active ESG investor. The adviser has been SEC-registered since 2012.

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Location & Offices