Fillmore Capital Partners

About Fillmore Capital Partners

Fillmore Capital Partners is a United States-registered investment adviser and private investment management company, founded in 2003 and headquartered in Powell, Ohio. It is a fiduciary-led organization made up of experienced operating executives and investment professionals. Its core mandate is a diverse portfolio of income-producing assets, held through a vertically integrated platform with property and construction management capabilities. Over more than two decades the firm has built a steady presence in alternative investments by choosing sectors with defensible market positions, and it has managed open-end and closed-end funds as well as separate accounts for institutional capital providers seeking long-term stability and professional oversight. Target asset classes are real estate, private debt, and operating companies in health care and hospitality. A major part of the real estate strategy runs through Fillmore Micro-Core Properties, a private REIT focused on diversified, reliable income-producing properties. In health care, the firm invests in operating companies offering post-acute and transitional care, often paired with strategic property company opportunities. Investments cover multiple regions of the United States, supported by offices in Ohio and California. The strategy mixes equity and debt positions, so the firm can take part at different levels of the capital stack. Its vertically integrated model uses internal management and construction expertise to add value to holdings, and it stresses defensible cash flows and operational excellence in specialized niche markets requiring deep sector knowledge and active management. Organizationally, the principal place of business is Powell, Ohio, with a further regional office in Petaluma, California. The investor base is broad and sophisticated: pension and profit-sharing plans, foundations, charities, and government or municipal entities. The firm also manages capital for private funds, pools and high-net-worth individuals, showing a platform able to meet the reporting and compliance standards of institutional clients. As an SEC-registered entity, it follows the regulatory frameworks governing its advisory activities and fiduciary duties. Its long-standing relationships with institutional sponsors point to a stable role in private equity and real estate markets, and it offers a comprehensive range of investment services that pair sector-specific operating expertise with a disciplined fiduciary approach across its target geographic markets.

Real estate mandate

Contacts at Fillmore Capital Partners