Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Real Estate, Venture Capital
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Infrastructure
- Telecommunications
- Media
- Retail
- Education
- Agriculture
- Transportation
- Hospitality
- Manufacturing
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2017
Uinta Investment Partners, LLC is a multi-family office investment firm based in Park City, Utah, specializing in private markets. Founded in 2017 by investment veterans Gavin James and Don Plotsky, the firm focuses on developing and providing innovative financial products and solutions tailored for institutional, wholesale, and retail clients. Through a merger with Alternative Income Solutions in 2024, Uinta expanded its income-based investment platform to offer unique solutions to family offices, high-net-worth investors, and their advisors. The firm's philosophy emphasizes long-term commitments, partnership, and transparency, with a team of experienced professionals dedicated to identifying innovative investment opportunities secured by real assets.
Uinta Investment Partners has a diverse portfolio spanning various asset classes, including private equity, real estate, and venture capital. The firm has been involved in multiple funding rounds, such as leading Chalice Wealth Partners' Series A funding round in April 2018, raising $4.6 million to expand the company's team and improve technology solutions. This investment highlights Uinta's commitment to supporting innovative companies across different stages of growth.
The firm's investment strategy is characterized by a focus on niche income-producing investments in private markets. Uinta seeks to identify and structure unique opportunities that align with its long-term investment philosophy. By leveraging its expertise and network, the firm aims to deliver value to its investors through strategic partnerships and investments in sectors such as technology, healthcare, real estate, and financial services. Uinta's approach combines rigorous due diligence with a commitment to transparency and collaboration, ensuring that each investment aligns with the firm's core values and objectives.
Requirements
- Long-term commitment
- Partnership approach
- Transparency
- Focus on real assets
- Alignment with firm's core values and objectives
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Contact Number Hidden]
Portfolio Companies
- Chalice Wealth Partners
Mentioned In
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$299.00
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