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Filbert Holdings is a private investment partnership based in San Francisco, California, that executes a strategy of making concentrated equity investments across both public and private companies. The firm operates under a distinct structural model by deploying capital funded directly through its internal partners, rather than relying on traditional outside institutional fundraising or broad limited partner syndication. Operating without strict sector mandates or geographic limitations, the partnership evaluates long-term equity positions in various industries to build a highly selective and concentrated portfolio of operating businesses. Because the firm functions as a private vehicle, specific metrics regarding total assets under management, current valuation multiples, and exact employee counts are not publicly disclosed. The partnership's capital allocation and overarching investment strategy are currently directed by Chief Investment Officer Eli Weinberg, though the exact founding year and original founders remain unknown.
Filbert Holdings has 1 tracked investment across 1 company. The latest tracked deal is $20.0M Series A in Summit Wealth Systems in April 2022.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Apr 1, 2022 | Summit Wealth Systems | $20.0M Series A | ELI Weinberg, Arena Holdings, Filbert Holdings | Jackson Square Ventures |