# Ladin Financial Group

Ladin Financial Group is a RIA based in Beverly Hills, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Beverly Hills, United States
- **Region:** North America
- **Address:** Beverly Hills, CA, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **LinkedIn:** null

## Regulatory record

- **CRD number:** 168691
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168691

## About

LADIN FINANCIAL GROUP, INC. is a state-registered investment adviser in CORAL GABLES, FL. The firm manages approximately $13 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Healthcare Services
- Energy Transition & Renewables
- Infrastructure

## People

- Robert Ladin — Founder & CEO

## Questions

### Who runs investment decisions at Ladin Financial Group?

Robert Ladin, the founder and CEO, makes all major investment decisions. The firm operates with a small internal team, with no publicly named CIO or investment committee beyond Ladin himself.

### How does Ladin Financial Group source proprietary deal flow?

The firm sources deals through Robert Ladin's network in real estate and middle-market credit, built over three decades. It does not maintain a formal sourcing platform or rely on placement agents, focusing instead on direct relationships with developers, lenders, and operating partners.

### What investment stages does Ladin Financial Group typically target?

The firm targets stabilized or value-add real estate, senior secured credit for established middle-market companies, and infrastructure assets. It does not participate in venture capital, growth equity, or early-stage investments.

### What sectors does Ladin Financial Group explicitly avoid?

The firm avoids venture capital, public equities, hedge funds, and early-stage technology. It focuses on tangible, income-producing assets in real estate, credit, and infrastructure, with selective exposure to healthcare services.

### Does Ladin Financial Group participate in fund commitments or only direct deals?

The firm primarily makes direct investments in real estate and private credit, rather than committing to third-party funds. This control-oriented approach allows it to manage assets and risk directly.

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

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