# Certior Financial Group

Certior Financial Group is a Multi Family Office based in King Of Prussia, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** King Of Prussia, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** certiorfinancial.com

## Regulatory record

- **CRD number:** 285502
- **SEC file number:** 801-108506
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285502

## About

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.

## Sectors

- Private Credit
- Real Estate
- Private Equity
- Hedge Funds
- Special Situations

## People

- Paul S. Lattanzio — Founder & Managing Director

## 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.

## Related profiles

- [North Lion Capital Management](https://altss.com/profile/north-lion-capital-management-llc)
- [Lakeville Capital Management](https://altss.com/profile/lakeville-capital-management)

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Last updated: 2026-07-06T01:24:14.000Z

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