Pasadena Private Financial Group

Overview

Pasadena Private Financial Group is a boutique multi-family office dedicated to addressing the unique financial needs of successful business owners and high-net-worth families. The firm offers a comprehensive suite of in-house services, including portfolio management, commercial lending, retirement solutions, mergers and acquisitions, and property management. Additionally, clients have access to direct investments in private loans, real estate, and early-stage companies. The firm's investment strategy focuses on balancing three major asset classes: income-producing real estate for steady tax-advantaged income and generational wealth transfer; diversified securities portfolios for long-term growth and short-term liquidity needs; and privately held businesses for maximum growth potential while managing associated risks and liquidity constraints. This approach aims to grow and protect clients' wealth in complementary ways. With a commitment to personalized service, Pasadena Private Financial Group emphasizes understanding each client's personal, professional, and family finances. The firm strives to help clients maintain their standard of living, provide for future generations, and make a difference through philanthropic efforts, all while managing and controlling risk to pursue what is most important to them.

Investment Focus

• Affluent families with at least $5 million in portfolio assets
• Companies with minimum EBITDA of $3 million
• Affluent families needing to raise at least $50 million of capital for a new project
• Companies with $1 million to $5 million of EBITDA looking to acquire a competitor, pay out a shareholder dividend, or capture new business opportunities
• Affluent families looking to close an asset purchase rapidly
• Affluent families with $25 million or more of direct real estate exposure
• Affluent families with $5 million or more of portfolio assets for indirect real estate investments
• Buildings with a minimum of 10 tenants and monthly rents of at least $20,000 for property management services
• Minimum $3 million of property value exchanged for 1031 Exchange services
• Companies with $1 million to $5 million in EBITDA seeking senior secured business loans ranging from $2 million to $15 million