Investor Type | Firm |
Industries | Businesses Solutions • Real Estate (& Construction) |
Investing | United States |
Investment Range | $100,000,000 - $100,000,000 |
Fillmore Capital Partners is a San Francisco-based investment firm, founded in 2003, that focuses on real estate and operationally dependent sectors, with an emphasis on healthcare, lodging, and specialized real estate investments. They operate as a United States Securities and Exchange Commission Registered Investment Advisor with additional offices in Powell, Ohio and Petaluma, California. Fillmore Capital Partners adopts a strategic investment approach centering on four main initiatives: Fillmore Micro-Core Properties, Scioto Properties, Health Care operating companies providing direct post-acute and transitional care, and Fillmore Buckeye Investments. Their Micro-Core Properties initiative is a private REIT investing in reliable income-producing real estate. Scioto Properties offers real estate solutions for vulnerable population care providers. Health care operations involve direct care and property opportunities, while Buckeye Investments focuses on incubating strategic initiatives into scalable platforms. Fillmore's investment portfolio ranges diversely, with their investment minimum and maximum both set at $100 million. They are vertically integrated, having affiliates that provide management services to their investment holdings. The leadership team is comprised of individuals with various backgrounds committed to excellence and integrity, and includes Ronald E. Silva as President and CEO, along with other key executives such as Timothy C. Getz, Dustin A. Frazier, Michael O. Reinardy, and Anthony J. Varone, who is also the point of contact for prospective partners or clients. Their investment philosophy is to leverage their expertise across multiple geographies and property types to deliver outstanding investment opportunities to their institutional capital-sponsored programs, including open-end, closed end, and separate accounts.