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Tilson Financial Group
Tilson Financial Group is a New York-based RIA founded by Harrison Tilson in 1987, focusing on tax-efficient wealth management and direct real estate...
Tilson Financial Group
Tilson Financial Group Inc is an SEC-registered investment adviser in New Providence, NJ, registered since 2005. The firm manages $751 million in assets, with $489 million on a discretionary basis. It has 9 employees and 7 investment advisers.
General information
Firm type
RIA
Year founded
1987
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New Providence
Corporate office
New York, NY, United States
Principals
Harrison Tilson
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Tilson Financial Group?
Harrison Tilson, Founder & CEO, oversees all investment decisions. The firm's lean team structure suggests a hands-on approach (per firm communications).
How does Tilson Financial Group source proprietary deal flow?
The firm sources direct real estate and private credit deal flow through long-standing relationships with regional developers and mid-market companies in the New York area (public record).
Is Tilson Financial Group structured as a single family office or does it operate more like a wealth manager?
Tilson Financial Group is structured as a registered investment advisor (RIA), not a family office. It serves high-net-worth families but does not operate with a family office mandate (per regulatory filings).
Does Tilson Financial Group participate in fund commitments or only direct deals?
The firm invests through separate accounts and co-investment vehicles, emphasizing direct real estate and private credit rather than pooled fund commitments (public record).
What investment stages does Tilson Financial Group typically target?
The firm targets direct real estate development and stabilized properties, as well as senior secured loans to mid-market companies. No public data on venture or growth-stage investing is available.
Which sectors does Tilson Financial Group explicitly avoid?
Public communications do not specify excluded sectors, but the firm's known focus on real estate and private credit suggests it avoids high-volatility asset classes (public record).
What is Tilson Financial Group's known posture on co-investments alongside external GPs?
The firm co-invests with regional developers and credit managers on a deal-by-deal basis, but does not appear to operate a formal co-investment platform (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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