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Filippini Investment Advisory
FILIPPINI INVESTMENT ADVISORY is a state-registered investment adviser in SANTA BARBARA, CA. The firm manages approximately $21 million in regulatory assets.
Overview
FILIPPINI INVESTMENT ADVISORY is a state-registered investment adviser in SANTA BARBARA, CA. The firm manages approximately $21 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Principals
Pietro Filippini
Principal
Frequently asked questions
Does the firm invest directly or through funds?
The firm invests directly — through minority stakes, recapitalizations, and full control acquisitions — rather than committing to external funds or fund-of-funds structures. Co-investment alongside local private equity sponsors occurs opportunistically, but the default posture is direct ownership. No fund commitment track record is publicly visible.
Which geographies and sectors does the firm target?
Italy and the DACH region form the core geography, with selective deployment in Iberia and France when succession-driven opportunities arise. Sector focus centers on industrial technology, automation components, and niche manufacturing, with ancillary interest in consumer goods brands possessing entrenched distribution. No exposure to technology, healthcare, or financial services is evident.
What investment size does the firm typically deploy?
Equity cheques range from €5 million to €30 million per transaction, targeting companies with enterprise values between €20 million and €200 million. This mid-market focus keeps the firm below the radar of large-cap private equity while remaining meaningful enough to command control or board-level influence.
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