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Tilatti Wealth Management
TILATTI WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $6 million in regulatory assets under management.
Tilatti Wealth Management
TILATTI WEALTH MANAGEMENT LLC is an SEC-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
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Greenwich
Corporate office
Greenwich, CT, United States
Principals
John D. Tilatti
Managing Member
Sector focus
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.
Is Tilatti Wealth Management a registered investment advisor?
Tilatti operates as a family office and does not appear to be registered with the SEC as an investment advisor. It does not solicit or manage outside capital, consistent with its structure as a single-family office vehicle.
Where does the capital managed by Tilatti Wealth Management originate?
The investable capital base was generated from the sale of a family-operated uniform and linen rental business. John Tilatti transitioned from managing that operating company to managing the resulting liquidity within the family office structure.
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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