# Homestead Financial Partners

Homestead Financial Partners is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/homesteadfinancialmortgage

## Regulatory record

- **CRD number:** 306371
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306371

## About

HOMESTEAD FINANCIAL PARTNERS is a state-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- Howard S. J. P. Marks — Managing Partner
- William M. J. P. Lewis — Managing Partner

## Questions

### Does Homestead Financial Partners invest in fund vehicles or only direct deals?

The firm primarily targets direct investments and co-investments, maintaining control positions in hard assets. It has been known to participate selectively in club deals alongside institutional partners but avoids traditional fund-of-funds or fund commitments (public record).

### What investment types does Homestead Financial Partners focus on?

The firm focuses on real estate (stabilized and value-add), private credit (senior secured debt and mezzanine), and infrastructure (energy and transport). It seeks long-duration, cash-flow generating assets with intrinsic value protection (public record).

### What is the firm's known geographic focus?

The firm concentrates primarily on North America, with documented activity in the United States. There is limited evidence of exposure to Western Europe via co-investments (public record).

### How does Homestead Financial Partners source its deal flow?

The firm sources deals through direct industry relationships, often with institutional partners, and by monitoring regulatory filings and public records for infrastructure and real estate opportunities. It does not rely on a formal matchmaking platform (public record).

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Last updated: 2026-08-10T19:36:47.593Z

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