Updated:
Bankers Investment Counseling
BANKERS INVESTMENT COUNSELING is an SEC-registered investment adviser in VENTURA, CA. The firm manages approximately $22 million in regulatory assets.
Bankers Investment Counseling
BANKERS INVESTMENT COUNSELING is an SEC-registered investment adviser in VENTURA, CA. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1959
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Ventura
Corporate office
La Crescenta, CA, United States
Principals
Susan R. Reilly
President
Sector focus
Frequently asked questions
Who makes the lending decisions at Bankers Investment Counseling?
Loan approval authority rests with President Susan R. Reilly and the firm's internal credit committee. The firm does not delegate underwriting to external originators or brokers. Their process requires in-house evaluation of each underlying California property before a trust deed note is added to the pooled fund.
How does Bankers Investment Counseling source its loan pipeline?
The firm sources loans primarily through a longstanding network of California mortgage brokers and repeat borrowers. Because it has been active in the Southern California real estate market for over 60 years, much of the pipeline is referral-based rather than generated through broad marketing or paid lead channels.
What type of loans does the firm make?
Bankers Investment Counseling originates short-term loans secured by first trust deeds on California real estate. The underlying collateral spans single-family residences, multifamily properties, and select commercial buildings. Loans are held in the firm's portfolio; they are not sold, securitized, or participated to other lenders.
Is this a single-family office or an asset manager?
The firm is a registered investment adviser that operates a pooled real estate lending fund for individual investors. It is not a single-family office, though the Reilly family has led the firm since its 1959 founding. The investor base extends beyond the family, comprising individuals who purchase fractional interests in the firm's trust deed notes.
Does Bankers Investment Counseling invest in equity real estate or third-party funds?
No. The firm exclusively holds promissory notes secured by first trust deeds. It has not historically taken real estate equity positions, participated in fund-of-fund structures, or allocated capital to outside private credit managers. The model is pure portfolio lending.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: