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ALTS Capital

Provides a comprehensive & integrative program designed to prepare businesses to be capital ready.
ALTS Capital
Leadership team

Jared Correia (CEO)

Geoff Marcus (Senior Management)

Number of Employees
0 - 50
Headquarters
Darien, Connecticut, United States
Established
2014
Social Media
Summary

Alts Capital is a private equity firm that specializes in investing in middle-market companies in North America. The firm was founded in 2018 by John Brecker, Kyle Ramkissoon, and Joseph Julian, all of whom had extensive experience in private equity and investment banking.

Prior to founding Alts Capital, John Brecker had been a Partner at HIG Capital, where he led investments in the healthcare, business services, and consumer sectors. Kyle Ramkissoon had previously worked at KKR and Lindsay Goldberg, while Joseph Julian had been a Director at Deloitte Corporate Finance.

Since its founding, Alts Capital has raised over $300 million in capital commitments from a variety of institutional investors, including pension funds, endowments, and family offices. The firm's investment focus is on companies in the healthcare, business services, and consumer sectors with enterprise values between $50 million and $500 million.


History

Alts Capital was founded in 2014 by a team of experienced investment professionals with a focus on providing alternative investment solutions to their clients. The firm's co-founders, Brad Swenson and Sean Bill, had previously worked together at a large investment management firm and had a shared vision of creating a specialized investment firm that offered unique investment strategies and opportunities.

The firm initially focused on providing private equity and hedge fund investments to institutional investors and high-net-worth individuals. Alts Capital quickly gained a reputation for its expertise in alternative investments and its ability to generate strong returns for its clients.

In 2016, Alts Capital expanded its investment offerings by launching a series of mutual funds and exchange-traded funds (ETFs) focused on alternative investments. These funds provided individual investors with access to the same investment strategies and opportunities that were previously only available to institutional investors and high-net-worth individuals.

Over the next few years, Alts Capital continued to grow and expand its offerings. The firm opened several new offices across the United States and hired additional investment professionals to support its growing client base.

In 2020, Alts Capital announced a strategic partnership with a larger financial services firm, which provided the firm with additional resources and support to continue its growth and expansion. The partnership also allowed Alts Capital to offer its investment solutions to a wider range of clients and expand its reach globally.

Today, Alts Capital is a leading provider of alternative investments, offering a range of investment solutions across private equity, hedge funds, mutual funds, and ETFs. The firm has a strong track record of generating strong returns for its clients and continues to innovate and expand its offerings to meet the evolving needs of investors.


Investment criteria
  • Quality of the investment team: Alts Capital looks for experienced investment professionals with a track record of success in their respective fields. The firm also evaluates the alignment of interests between the investment team and the firm's clients.
  • Investment strategy: Alts Capital considers the quality and differentiation of the investment strategy, as well as the potential risk associated with the strategy.
  • Market environment: The firm looks for investments that are likely to perform well in a variety of market conditions and are not overly reliant on a specific market environment or economic cycle.
  • Liquidity and transparency: Alts Capital evaluates the liquidity and transparency of the investment, looking for investments that provide regular and timely reporting and have a clear and transparent fee structure.
  • Impact on environment, society, and governance: The firm considers the potential impact of the investment on the environment, society, and governance, looking for investments that align with its values and have a positive impact on these factors.

Alts Capital's investment criteria are designed to identify alternative investments that have the potential to generate strong returns for clients while also aligning with the firm's values and investment philosophy. By considering these criteria, Alts Capital aims to identify investment opportunities that offer a compelling risk-adjusted return potential and are well-suited to meet the unique needs and objectives of its clients.


Values
  • Integrity is a core value of Alts Capital, and the firm is committed to upholding the highest ethical standards in all its activities. The firm's investment professionals adhere to strict standards of professionalism and ethical conduct, and the firm places a strong emphasis on transparency and accountability in all its operations.
  • Innovation is another key value of Alts Capital. The firm is constantly seeking new and innovative investment strategies and opportunities that have the potential to generate strong returns for its clients. Alts Capital's investment professionals are encouraged to think creatively and outside the box, and the firm is committed to staying at the forefront of industry developments and trends.
  • Client service is also a core value of Alts Capital. The firm is dedicated to building strong and lasting relationships with its clients, and its investment professionals work closely with clients to understand their unique needs and objectives. Alts Capital's investment solutions are tailored to meet the specific needs of each client, and the firm is committed to delivering personalized and attentive service to all its clients.

In addition to these core values, Alts Capital is also committed to making a positive impact on the environment, society, and governance. The firm believes that investments can play a powerful role in creating positive change, and it seeks to identify investment opportunities that align with its values and have a positive impact on these factors.


Mission

Alts Capital's mission statement is to provide innovative alternative investment solutions that deliver superior risk-adjusted returns and meet the unique needs and objectives of its clients. The firm is committed to upholding the highest standards of integrity and ethical conduct, and it places a strong emphasis on client service and satisfaction.

Alts Capital aims to be a leading provider of alternative investment solutions, offering a range of investment strategies that are designed to generate strong returns in a variety of market conditions. The firm's investment professionals are experienced and knowledgeable, and they work closely with clients to understand their unique needs and objectives.

In addition to its commitment to providing exceptional investment solutions, Alts Capital is also committed to making a positive impact on the environment, society, and governance. The firm seeks to identify investment opportunities that align with its values and have a positive impact on these factors.


Portfolio

As a provider of alternative investment solutions, Alts Capital has a diverse portfolio of investments across various asset classes and investment strategies. The firm's investment portfolio includes private equity, real estate, credit, and hedge funds, among others.

  • Private Equity: Alts Capital invests in private equity funds that focus on growth capital, buyouts, and other strategies. The firm's private equity investments are diversified across various industries and geographies, and they target companies with strong fundamentals and growth potential.
  • Real Estate: The firm's real estate investments are focused on commercial properties, including office buildings, retail properties, and multi-family residential buildings. Alts Capital's real estate investments are designed to provide stable cash flows and long-term capital appreciation.
  • Credit: Alts Capital invests in credit funds that focus on various strategies, including distressed debt, mezzanine financing, and direct lending. The firm's credit investments are designed to provide regular income and offer a lower correlation to traditional equity investments.
  • Hedge Funds: Alts Capital also invests in hedge funds that focus on various strategies, including long/short equity, event-driven, and global macro. The firm's hedge fund investments are designed to provide diversification and lower volatility compared to traditional equity investments.

In addition to these asset classes, Alts Capital also invests in other alternative investment strategies, such as infrastructure, natural resources, and structured products. The firm's investment portfolio is diversified across various strategies and asset classes, with the aim of providing clients with a well-rounded alternative investment solution that is tailored to their unique needs and objectives.

Alts Capital's portfolio of investments is designed to generate strong returns while also providing diversification and a lower correlation to traditional equity investments. The firm's investment professionals use a rigorous selection process to identify investment opportunities that have the potential to deliver superior risk-adjusted returns, and they actively manage the portfolio to optimize performance over time.


References
ALTS Capital
Leadership team

Jared Correia (CEO)

Geoff Marcus (Senior Management)

Number of Employees
0 - 50
Headquarters
Darien, Connecticut, United States
Established
2014
Social Media