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Certior Financial Group
Certior Financial Group, LLC is an SEC-registered investment adviser in King of Prussia, PA, registered since 2016. The firm manages $452 million in assets,...
Overview
Certior Financial Group, LLC is an SEC-registered investment adviser in King of Prussia, PA, registered since 2016. The firm manages $452 million in assets, with $409 million on a discretionary basis. It has 9 employees and 7 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1994
Location
Region
North America
Country
United States
City
King Of Prussia
Corporate office
San Francisco, CA, United States
Principals
Paul S. Lattanzio
Founder & Managing Director
Sector focus
Frequently asked questions
What asset classes does Certior focus on?
The firm's primary focus is direct private credit and real estate. In private credit, Certior structures loans for middle-market borrowers, often in the form of senior secured or bridge financing. In real estate, the firm targets value-add and opportunistic properties, predominantly in western U.S. markets. Certior also has the capacity to evaluate private equity and special situation opportunities.
Where does the capital managed by Certior come from?
The capital is provided by the small circle of ultra-high-net-worth families that Certior serves. The firm does not disclose the specific sources or industries that generated its families' wealth, and no single wealth-origin event has been publicly attributed to its founding families.
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