Asset ManagerRIA · CRD 297325SEC-Registered

Updated:

Metric Financial

Metric Financial, LLC is an SEC-registered investment adviser in Simsbury, CT. The firm manages approximately $97 million in regulatory assets.

Metric Financial

Metric Financial, LLC is an SEC-registered investment adviser in Simsbury, CT. The firm manages approximately $97 million in regulatory assets. It has 3 employees and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What investment strategies does Metric Financial pursue?

Metric Financial focuses on structured credit and commercial real estate investments. The firm originates private debt instruments including bridge loans, mezzanine financing, and preferred equity positions. Its real estate lending targets value-add and opportunistic transactions across US commercial property markets.

Does Metric Financial operate as a single family office or an independent asset manager?

Metric Financial's public disclosures do not indicate affiliation with a single-family office or a named wealth origin. The firm presents as an independent specialty manager focused on private credit and real estate strategies, without a disclosed parent entity or permanent capital base from a single-family source.

How does Metric Financial source its investment opportunities?

The firm sources private credit and real estate debt transactions through direct origination channels typical of middle-market lenders, including relationships with commercial mortgage brokers, real estate developers, and restructuring advisors. Its underwriting emphasizes deal-by-deal collateral coverage rather than enterprise-level credit analysis.

What property types does Metric Financial target in its real estate credit strategies?

Metric Financial evaluates lending opportunities across multifamily, industrial, office, and retail property sectors. The firm prioritizes transactions where in-place cash flow and hard asset collateral provide sufficient downside protection, consistent with senior secured and mezzanine lending parameters.

Is Metric Financial's AUM publicly disclosed?

Metric Financial does not publicly disclose assets under management, total deployment figures, or fund-level capital commitments. The firm's size and capital base remain unverified through primary regulatory filings or voluntary public reporting.

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