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Charles Whitfield

Managing Director · Investments

Investment leader with a quarter-century of disciplined, market-beating returns.

By the Numbers

$1.2B

AUM

18%

Avg IRR

40+

Deals

Years

How I Work

Returns come from rigor, not hype — every deal earns its place.

Back great teams and stay with them through cycles.

Steady judgment when markets aren't.

Assets Under Management

Trailing 12 months

Career Path

2009 — Present

Lead investments; $1.2B AUM, 18% avg IRR across 40+ deals.

2002 — 2009

Sourced and led growth-stage investments.

1998 — 2002

Built models and led diligence.

Expertise

Investment strategyUnderwritingPortfolio managementM&ADiligenceValuation

Sectors

TechnologyHealthcareFinancial servicesIndustrialsConsumer

What People Say

“

Charles is the steady hand you want on the board through any cycle.

Margaret Hale — LP

A quarter-century of disciplined, market-beating judgment.

Robert Tan — Co-Investor

Let's talk

Open to board seats and select partnerships — New York.