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Erickson Financial Solutions
ERICKSON FINANCIAL SOLUTIONS, LLC is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1...
Erickson Financial Solutions
ERICKSON FINANCIAL SOLUTIONS, LLC is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Scott Erickson
Founder and Managing Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Erickson Financial Solutions?
Scott Erickson, the firm's founder, directly leads origination and makes all final investment decisions. The office operates without a formal investment committee, a structure designed to allow same-week commitments when a deal meets its underwriting thresholds.
How does the firm source off-market real estate transactions?
Erickson Financial Solutions relies on a network of regional brokers, property managers, and private lenders cultivated over multiple market cycles. Its structural edge in sourcing comes from being known as a cash buyer that can provide a two-week close, which gives selling families and distressed borrowers certainty that a fund with capital-call risk cannot match.
What real estate asset classes does the firm focus on?
The firm targets income-producing residential and commercial real estate, with a preference for multifamily, self-storage, and necessity-based retail in secondary western US markets. It avoids ground-up development risk unless the capital structure includes substantial developer co-investment and completion guarantees.
Does Erickson Financial Solutions provide financing or only buy equity?
The firm actively provides bridge loans, mezzanine financing, and preferred equity structured as private credit. Its willingness to fill the gap between senior bank debt and sponsor equity gives it access to transactions that traditional lenders pass on due to speed or complexity requirements.
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.
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