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Triloma
Triloma Financial Group is a private investment management firm with deep experience sourcing, underwriting and managing alternative investments for high net...
Triloma
Triloma Financial Group is a private investment management firm with deep experience sourcing, underwriting and managing alternative investments for high net worth investors and family offices. We manage and sponsor a portfolio of investment programs focused on restaurant, senior living and real estate private equity opportunities.
General information
Firm type
Generalist
Location
Region
North America
Country
United States
City
Winter Park
Corporate office
Winter Park, FL, United States
Sector focus
Frequently asked questions
What investment structures does Triloma offer to limited partners?
Triloma provides access through discretionary fund vehicles and deal-by-deal co-investment syndications. The co-investment structure allows LPs to participate in individual property-level transactions alongside the pooled fund, tailoring their exposure to specific asset types and geographies.
Which real estate asset classes does Triloma target?
The firm focuses on income-producing commercial and multifamily real estate, including workforce housing, last-mile industrial, and infill development projects. Both debt and equity investments sit within these property types, with a geographic tilt toward the Sun Belt and Mountain West.
How does Triloma source its investment opportunities?
Deal flow originates through a network of regional real estate developers, operators, and intermediaries. Triloma positions itself in mid-market transactions that are often too small for large institutional direct investors, using direct relationships rather than auction processes to access deals.
Is Triloma a single family office or an asset manager?
Triloma is structured as an external asset manager raising capital from institutional investors. Public records do not indicate a single-family wealth base, distinguishing it from family offices that deploy proprietary capital alongside or instead of third-party commitments.
Does Triloma participate in fund commitments to other managers or only direct deals?
The firm operates as a direct investor and manager of its own fund vehicles. It does not market a fund-of-funds strategy and is not structured to allocate capital to third-party external managers on behalf of clients.
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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