Fillmore Capital Partners, LLC

Overview

Fillmore Capital Partners, LLC is organized as an LLC and registered with the SEC since 2012. The firm positions itself as a real-estate-focused investment manager and sponsor that serves institutional clients. Its regulatory filings identify it as a real estate fund manager and indicate roles that include acting as a broker, sponsor/general partner, and managing member for pooled investment vehicles. Advisory activity centers on portfolio management for pooled vehicles rather than individualized retail wealth management. The firm’s fee arrangements include percentage-of-AUM fees alongside fixed fees and performance-based compensation. Fillmore does not list itself as an active ESG investor and currently appears to operate on a more localized basis rather than as a multi-state adviser.

Assets & Accounts

Investments & Alternatives