Fillmore Capital Partners, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Fillmore Capital Partners (FCP) advises investment funds, often serving as the general partner or managing member. FCP primarily invests in real estate-related debt and equity, including real estate operating companies, mortgage loans, and preferred equity. Investors in non-discretionary funds approve each investment, while those in discretionary funds do not have this option. FCP does not tailor its non-discretionary advisory services to individual client needs.

Assets Under Management$1.4B
Clients3
AdvisorsN/A
Avg. per Client$460M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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