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RIA · CRD 327169State-Registered Investment Adviser

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Tilatti Wealth Management

TILATTI WEALTH MANAGEMENT LLC is a state-registered investment adviser with $6 million in regulatory assets under management. The firm manages $4 million on...

Overview

TILATTI WEALTH MANAGEMENT LLC is a state-registered investment adviser with $6 million in regulatory assets under management. The firm manages $4 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Greenwich, CT, United States

Principals

John D. Tilatti

Managing Member

Sector focus

Real EstatePrivate CreditHedge Funds

Frequently asked questions

Who makes investment decisions at Tilatti Wealth Management?

John D. Tilatti, the managing member, serves as the central investment decision-maker. The office does not operate an investment committee structure. Tilatti draws on his background as the former operator of a uniform rental business to evaluate credit and real estate opportunities sourced through his personal network.

What is Tilatti Wealth Management's investment strategy?

The office focuses on private credit, with an emphasis on directly originated real estate loans in the New York and Connecticut markets. The strategy centers on bridge lending, mezzanine debt positions, and select fund commitments to small- and mid-cap buyout managers. The firm does not pursue venture capital or public-market equity strategies.

How does Tilatti source its direct lending deals?

The office sources the majority of its real estate credit opportunities through a regional network of commercial mortgage brokers cultivated during Tilatti's operating career. This relationship-based pipeline surfaces off-market loan requests from borrowers who value speed and certainty of close over the lowest possible rate.

Does Tilatti Wealth Management co-invest with external partners?

The office's preferred posture is bilateral direct origination without co-investment partners on individual credit positions. When participating in fund structures, it invests as a limited partner alongside other family offices and institutions, but does not actively syndicate its own originated loans.

What types of real estate does Tilatti finance?

The office's lending book is concentrated in suburban retail, light industrial, and small multifamily properties across the tri-state area. Tilatti avoids ground-up development financing and prefers existing, income-producing assets where the borrower is seeking bridge capital for acquisitions or recapitalizations.

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