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Avina Financial Group
Avina Financial Group: Jason Lupo's Los Angeles multi-family office focused on direct private credit, real estate, and infrastructure investments.
Avina Financial Group
Avina Financial Group was founded by Jason Lupo, who previously built the investment bank Sage Capital Group and founded Lupo Capital, a private investment vehicle. The firm operates as a multi-family office, managing capital for a select group of families rather than a single wealth source, drawing on Lupo's banking and direct investing background (per public record). Avina focuses on direct lending, real estate debt and equity, infrastructure projects, and structured credit. The firm partners with institutional sponsors and co-investors to source deal flow across North America, with a particular emphasis on the energy transition, healthcare real estate, and technology-enabled services. Known co-investments and platform investments include projects in clean energy infrastructure, medical office buildings, and middle-market lending vehicles (per public record). The firm operates primarily from its Los Angeles headquarters, with a lean team structure that reflects its family-office ethos. Avina maintains close ties to Lupo Capital, which serves as an affiliated investment vehicle for direct principal stakes. Lupo also oversees philanthropic commitments through the Lupo Family Foundation, a separate entity supporting children's health and education in Southern California (per public record). Lupo's background in investment banking gives Avina a unique sourcing model: the firm screens middle-market opportunities through direct relationships with sponsors, law firms, and regional banks, often acting as the anchor investor for deals that require patient family capital. This origination posture is structurally distinct from both pure fund-of-funds and traditional private equity firms.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Los Angeles
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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