LoneTree Capital Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 8

Professionals

  • Investments
  • 17

  • Portfolio
  • 8

  • Exits
  • 2

Exits

LoneTree Capital General Information

Company Description

Founded in 2021, LoneTree Capital is a private equity investment firm based in New York. The firm seeks to invest in companies operating in the software, financial technology, specialty finance, digital infrastructure, healthcare IT services, and business/consumer services sectors. This firm is a Registered Investment Adviser (RIA).

Business Details

Year Founded
2021
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Corporate Office
  • 320 Park Avenue
  • 34th Floor
  • New York, NY 10022
  • United States
+1 (212)

LoneTree Capital Investments (17)

LoneTree Capital’s most recent investment was a with Balena. The deal was made on 24-Nov-2025.

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Balena 24-Nov-2025 Software Development Applications Generating Revenue
Carson Living 19-Nov-2025 Application Software Generating Revenue
Northern Light 07-Jan-2025 Business/Productivity Software Generating Revenue
Arkatechture 01-Nov-2024 Business/Productivity Software Generating Revenue
AllPaid 01-Aug-2024 PE Growth/Expansion Financial Software Generating Revenue
You’re viewing 5 of 17 investments. Get the full list »

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LoneTree Capital Exits (2)

LoneTree Capital has made a total of 2 exits. Its latest exit was from Pathwise on 01-Oct-2024. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size
Pathwise 01-Oct-2024
DocuPhase 06-Feb-2024 Buyout/LBO
To view LoneTree Capital’s complete exits history, request access »

LoneTree Capital Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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LoneTree Capital FAQs

  • What is LoneTree Capital?

    Founded in 2021, LoneTree Capital is a private equity investment firm based in New York.

  • When was LoneTree Capital founded?

    LoneTree Capital was founded in 2021.

  • Where is LoneTree Capital headquartered?

    LoneTree Capital is headquartered in New York, NY.

  • What is LoneTree Capital's total asset value?

    LoneTree Capital has around in total assets under management.

  • How many investments has LoneTree Capital made?

    LoneTree Capital has made 17 investments.

  • What has LoneTree Capital invested in?

    LoneTree Capital has made numerous investments in companies like Balena, Carson Living, and Northern Light within the Software Development Applications, Application Software, and Business/Productivity Software industries.

  • What has LoneTree Capital invested in recently?

    LoneTree Capital's latest investment was on 24-Nov-2025 in Balena, a company within the Software Development Applications industry.

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