# Tilson Financial Group

Tilson Financial Group is a RIA based in New Providence, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New Providence, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** www.tilsonfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/tilson-financial

## Regulatory record

- **CRD number:** 110890
- **SEC file number:** 801-64633
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-24T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110890

## About

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.

## Sectors

- Financial Services
- Real Estate
- Private Credit

## People

- Harrison Tilson — Founder & CEO

## Questions

### 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).

### 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.

### 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).

## Related profiles

- [CG Advisory Services](https://altss.com/profile/cg-advisory-services)

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Last updated: 2026-06-03T20:00:00.000Z

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