Lonetree Capital, LLC
SEC RegisteredFlexible Capital and Operational Support for Growth Companies
About the firm
Founded in 2021 and headquartered in New York City, LoneTree Capital provides operational and M&A support alongside flexible capital to accelerate revenue growth. They enable partner companies to achieve their next stage of growth quicker and with a higher level of certainty.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Flexible capital for shareholder liquidity, growth investments, acquisitions, recapitalizations, and full buyouts, along with operational and M&A support. Investments range from $10M to $75M in common or preferred equity and subordinated debt, in control or non-control structures.
Who they serve
Founder-owned bootstrapped businesses, divisions of larger enterprises, and formerly venture-backed companies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 5 | $229M |
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lonetree Capital, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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