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Avina Financial Group
Faith-driven, effective, and straightforward financial planning you can trust. | With constant news of political division and economic uncertainty, it’s no...
Avina Financial Group
Faith-driven, effective, and straightforward financial planning you can trust. | With constant news of political division and economic uncertainty, it’s no wonder that many retirees feel overwhelmed about their financial future.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Bellflower
Corporate office
Los Angeles, CA, United States
Principals
Jason Lupo
Managing Partner & Chief Investment Officer
Jason Lupo
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Avina Financial Group?
Jason Lupo serves as Managing Partner & Chief Investment Officer, overseeing all investment decisions. Lupo founded the firm after leading Sage Capital Group and his family office Lupo Capital (per public record).
How does Avina Financial Group source proprietary deal flow?
Avina sources deal flow through direct relationships with middle-market sponsors, law firms, and regional banks. This origination model stems from Lupo's investment banking background and the firm's role as an anchor investor in structured credit and real asset transactions (per public record).
Is Avina Financial Group structured as a single family office or multi-family office?
Avina operates as a multi-family office, managing capital for a select group of families alongside Lupo's own capital. This structure is distinct from a single-family office, as the firm aggregates capital from multiple high-net-worth families to access institutional-grade co-investments (per public record).
What investment stages and asset classes does Avina Financial Group target?
Avina targets direct lending, real estate debt and equity, infrastructure projects, and structured credit. The firm participates across the capital stack from senior debt to equity, with a focus on middle-market opportunities in North America (per public record).
Does Avina Financial Group participate in fund commitments or only direct deals?
Avina primarily focuses on direct co-investments and structured deals rather than pure fund commitments. The firm originates proprietary transactions and partners with institutional sponsors for co-investments, while maintaining flexibility to invest through specialty vehicles when advantageous (per public record).
Where does the underlying wealth originate?
The wealth originates from Jason Lupo's career as an investment banker and direct investor. Lupo previously co-founded Sage Capital Group and built Lupo Capital, which remains an affiliated vehicle. The firm also pools capital from other family offices and high-net-worth families, with wealth origins ranging from real estate to technology entrepreneurship (per public record).
Does Avina Financial Group maintain philanthropic structures?
Yes, Jason Lupo established the Lupo Family Foundation as a separate nonprofit supporting children's health, education, and community welfare programs in Southern California. The foundation operates independently from Avina's investment activities, with its own governance and grant-making mandate (per public record).
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