Integrity. Loyalty. Excellence.

Fillmore is a boutique investment firm, founded in 2003, specializing in fully integrated strategies in real estate, health care, and hospitality. We are investment experts who create long term value for our clients through loyalty, integrity, and servant leadership.

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about us

About our firm

Since its founding, Fillmore Capital Partners has invested over $9 billion (both equity and debt) in domestic U.S. real estate assets and operating businesses. Fillmore’s real estate equity investments include, in most instances, engaging one of its own operating affiliates and/or strategic participations with specialized third-party operating companies. Today, Fillmore's primary focus is on controlling equity investments across thematic strategies including micro-core commercial real estate and healthcare impact real estate. Fillmore Capital Partners is an SEC registered investment advisor with offices in Powell, Ohio and Petaluma, California.

Years of experience
Assets under
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Our approach

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Fillmore’s value-added investment style capitalizes on undervalued, mis-priced or complex assets or enterprises. Our value-added investment style drives us to seek out opportunities that have a multi-tiered capital structure, sustainable cash-on-cash returns and/or variable durations with multiple exit strategies.

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Capital Formation

Through capital formation, we continue to grow our portfolio of multi-sector investment vehicles for our investors.

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Asset Management

We focus on “mission-oriented” investments with an emphasis on housing, healthcare and other impact-related operations, including: Scioto Properties, Salude, Fillmore Property Group, Brickyard Healthcare, Keller Street CoWork, Fillmore Hospitality

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Our underwriters work hard to research and assess the degree of risk that a new venture brings to the table before assuming that risk.

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Our team strives to operate its advisory business in adherence to sound investment principles and the highest ethical standards.

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Industries we invest in


Fillmore possesses deep experience in various components of post-acute health care, and the firm leveraged that deep product knowledge to conceive of, develop and operate the award-winning Salude

Real Estate

Our real estate portfolio includes residential single- and multi-family for-rent properties in urban and suburban locations that provide primarily unsubsidized affordable housing options.


Fillmore’s newest investment platform seeks to benefit from post-pandemic trends in consumer behavior, remote work from desirable places to live and a focus on gathering together safely in clean, well-run and authentic environments.

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Our leadership

As a leading real estate and private debt alternative investment company, our success is driven by the collective experience, expertise, and strategic vision of our leadership. Our team, comprised of seasoned professionals from diverse backgrounds, is united by a shared commitment to excellence and integrity.