FILLMORE CAPITAL PARTNERS, LLC other names

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Adviser Profile

As of Date:

03/22/2024

Adviser Type:

- Large advisory firm

Number of Employees:

25 -7.41%

of those in investment advisory functions:

15

Registration:

SEC, Approved, 2/24/2012

AUM:

1,390,000,000 -0.71%

of that, discretionary:

280,000,000 100.00%

Private Fund GAV:

2,134,400,000 13.50%

Avg Account Size:

347,500,000 -25.54%

SMA’s:

NO

Private Funds:

4 1

Contact Info

614 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
3B 3B 2B 2B 1B 903M 451M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

House subcommittee to explore impact on U.S. healthcare industry of private-equity ownership
03/25/2021

The congressional committee’s members, he said, “represent constituents who have benefited from private-equity investments that lower costs, improve access, fund cures, and deliver more ...

MSN

Colliers Arranges $11M Sale of Affordable FL Asset
03/18/2021

A partnership between Southport Financial and Raymond James Tax Credit Funds purchased the asset from Courtelis Co. JLL arranged a Freddie Mac loan to support the acquisition. Located at 5203 ...

multihousingnews.com

Townsend Group Secures 2 in Atlanta Suburb
03/17/2021

The firm purchased the properties in 2015 as part of Carroll Multifamily Real Estate Fund III LP and managed both through Carroll Management Group. “We were initially attracted to ARIUM ...

multihousingnews.com

Fillmore Capital Partners Grows Georgia Footprint
02/18/2021

Fillmore Capital Partners has acquired The Life at Windy Hill, a 257-unit partially affordable community in Marietta, Ga. Olive Tree Holdings sold the Class B asset for $31.7 million. According to ...

multihousingnews.com


Private Funds Structure

Fund Type Count GAV
Real Estate Fund 4 $2,134,400,000

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Private Funds



Employees




Brochure Summary

Overview

FCP is a Delaware limited liability company that has been in business since 2003. It serves as investment adviser to investment funds that may be organized as investment limited partnerships or limited liability companies. FCP may also serve as the general partner or managing member of the funds (or managing member of the general partner of those funds). FCP’s manager and controlling owner is Ronald E. Silva. Mr. Silva, Timothy C. Getz, Michael O. Reinardy, Dustin Frazier, and Anthony J. Varone are the members of FCP’s Investment Committee. As of December 31, 2023, FCP had total non-discretionary regulatory assets under management of approximately $1.4 billion. FCP invests principally, but not solely, in real estate related debt and equity assets, including, real estate operating
companies, mortgage loans, mezzanine loans, real estate and preferred equity, but is authorized to enter into any type of investment transaction that it deems appropriate under the terms of the client’s partnership agreement. The investors in the non-discretionary funds that FCP manages have the right to approve each investment made by the fund. Investors in discretionary funds that FCP manages have no opportunity to select or evaluate any fund investments. FCP does not tailor its non-discretionary advisory services to the individual needs of its clients, but rather identifies fund investments that it believes may be of interest to one of more of its actual or potential clients and then assists them with their analysis of such investments. The ultimate investment decision is left to each client individually.