Fillmore Capital Partners, LLC

Fillmore Capital Partners serves as the investment adviser to closed-end investment funds that focus primarily on real estate-related debt and equity, including mortgage loans, mezzanine loans, real estate operating companies and preferred equity. Its investor base includes high‑net‑worth individuals and institutional investors such as trusts, endowments and pension plans; investors in the firm’s discretionary funds do not select individual investments.

The firm emphasizes a value‑added approach that seeks undervalued, overlooked or complex real‑estate‑related opportunities and may pursue positions across sectors including healthcare, hospitality and special situations. FCP’s funds operate with discretionary authority, may employ significant leverage or borrowing where appropriate, and the firm currently manages only funds that pay performance‑based compensation.

Distinctive features include a group of principals who also own and operate affiliated companies that provide property management, development and construction services, and the firm discloses that affiliated service arrangements follow related‑party procedures (including disclosure, competitive bidding, independent third‑party analysis and ongoing due diligence). The advisory platform also includes personnel with a licensed real estate broker/agent background, and the firm’s offering and operational documents emphasize broad investment authority and the potential use of leverage and related financing structures.