Founded in Aspen · 2002

Four strategies.One approach.

We help entrepreneurs and management teams build exceptional businesses.

Where we invest→The Sopris arc→

The Firm

In figures.

As of 2026.

Years investing

Portfolio companies

People across the firm

Collective years in markets

How we deploy capital

Four practices,
one balance sheet.

Each practice draws on the same source of permanent capital and underwriting filter. The structure follows the opportunity.

Read the philosophy→

Growth

Long-term, direct investments in privately-held businesses across multiple sectors.

Inside the practice→

Private Equity

Collaborative capital for established, essential businesses — services, industrials, and infrastructure.

Inside the practice→

Real Estate

Co-investments and LP secondaries, $1M–$15M, in the smaller deals larger institutions overlook.

Inside the practice→

Special Situations

Opportunistic investments, many of which are driven by technological change — AI, compute and space, to name a few.

Inside the practice→

Portfolio

A portfolio held for the long term.

Companies and deal positions held across Growth, Private Equity, Real Estate, and Special Situations. Some are first-money-in. Some are publicly listed.

Coastal Infrastructure

Connect

Co-investors, family offices, and operating founders — we want to hear from you.

Open inquiry

Reach out,
share your vision.

Connect with Sopris→

In figures.

Four practices,one balance sheet.

Growth

Private Equity

Real Estate

Special Situations

A portfolio held for the long term.

Reach out,share your vision.

Four practices,
one balance sheet.

Reach out,
share your vision.