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FILICE RETIREMENT SERVICES
Investment Advisory Firm specializing in company sponsored retirement plans | Filice Retirement Services, a Registered Investment Advisory Firm in the State of...
FILICE RETIREMENT SERVICES
Investment Advisory Firm specializing in company sponsored retirement plans | Filice Retirement Services, a Registered Investment Advisory Firm in the State of California, has been providing fiduciary support and advisory services to company sponsored retirement plans for nearly 20 years. Whether you are considering adopting a new plan, changing providers for an existing plan or implementing plan design changes, FRS has the experience and resources to identify and support the most appropriate solutions for your company.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
San Jose
Corporate office
San Jose, CA, United States
Principals
John Filice
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Filice Retirement Services?
John Filice serves as the principal and appears to direct both the retirement-services operations and the family's real estate investment strategy. The office operates with a lean structure, and no additional named investment professionals have been disclosed publicly.
How is Filice Retirement Services structured as a family office?
It operates as a single-family office that uniquely combines a fee-generating retirement-plan administration business with direct management of the Filice family's real estate portfolio. This hybrid structure is unusual — most single-family offices either manage investments exclusively or operate as multi-family firms with external clients.
Where does the underlying wealth come from?
The Filice family's wealth originated from Filice Farms, a multi-generational agricultural operation in California's Santa Clara Valley. As Silicon Valley developed, the family transitioned land holdings into real estate assets and diversified into retirement-services operations, leveraging the value appreciation of their original property.
Does Filice Retirement Services serve external clients?
Yes, the retirement-services division provides pension and benefit plan administration to corporate and public-sector clients, generating fee income from third parties. This is a distinguishing feature — most single-family offices do not operate commercial service businesses alongside their investment portfolios.
What real estate markets does Filice Retirement Services target?
The family's real estate holdings are concentrated in Northern California, with significant exposure to the Bay Area and broader California markets. These properties often trace directly to original Filice Farms land, providing a long-duration, income-oriented portfolio rooted in multi-generational ownership rather than speculative acquisition.
Does Filice Retirement Services maintain any philanthropic structures?
No philanthropic foundations or charitable vehicles have been publicly disclosed. The office appears focused on intergenerational wealth preservation through its dual retirement-services and real estate operations.
Is Filice Retirement Services open to co-investments with external GPs?
Public records do not indicate any co-investment activity with outside general partners. The office's strategy appears centered on direct real estate holdings and its in-house retirement-planning business rather than external fund commitments or pooled investment vehicles.
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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