Single Family OfficeRIA · CRD 131190SEC-Registered

Updated:

Springwood Financial Advisors

Springwood Financial Advisors — Bellevue-based family office structuring private credit and equity for Pacific Northwest real estate operators.

Springwood Financial Advisors

SPRINGWOOD FINANCIAL ADVISORS is an SEC-registered investment adviser in DALLAS, TX. The firm manages $24 million in assets, $18 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Bellevue, WA, United States

Sector focus

Real EstatePrivate Credit

Frequently asked questions

What type of capital does Springwood Financial Advisors deploy?

Springwood deploys a single-family pool of capital, not a commingled blind-pool fund raised from external LPs. This balance-sheet structure lets the firm underwrite and close real estate credit transactions without the fundraising cycles or investor-consent mechanics that slow institutional managers.

What real estate lending products does Springwood offer to sponsors?

The firm originates senior secured bridge loans, mezzanine debt, and preferred equity positions. These products typically serve experienced sponsors executing value-add or transitional business plans on multifamily, industrial, and retail properties where conventional bank financing is unavailable on the required timeline.

Does Springwood participate in fund commitments or only direct deals?

Springwood operates exclusively through direct origination — it does not make fund commitments to third-party real estate managers. Each transaction is structured bilaterally against the underlying real estate asset, with Springwood acting as principal lender rather than a limited partner in a fund vehicle.

Which geographies does Springwood target for real estate credit?

The firm concentrates on the Pacific Northwest, specifically Washington and Oregon. Its Bellevue headquarters places the credit team within the Seattle-Tacoma metropolitan market, where most known transaction activity is centered.

How is Springwood different from a regional bank or institutional debt fund?

As a single-family office, Springwood underwrites from permanent committed capital rather than deposit bases or fund vehicles with finite lives. This eliminates asset-liability mismatch risk and allows the firm to close bridge financings quickly — often within days — while institutional lenders and regional banks require weeks of committee approvals.

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