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Tarsadia Investments

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uuid0006dzx

Namestring
Tarsadia Investments
Legal namestring
The Tarsadia Group, LLC
Company typeenum
Private
Founded yearint
1976
Descriptiontext

Tarsadia Investments is the operating brand of The Tarsadia Group, LLC, a private single-family office founded by Tushar Patel in 1990 and headquartered in Newport Beach, California, with a second office in New York. The firm manages $2B+ in assets across 28 portfolio companies and operates with approximately 20 investment professionals plus legal, finance, operations, and technology staff. Its four operating strategies are venture and growth equity ($5M-$75M checks from Series A onward, concentrated in healthtech, fintech, deeptech, and mobility), life sciences (drug delivery and preclinical/early-clinical assets in CNS, inflammation/immunology, oncology, and biosimilars), real estate (hotel acquisitions and development, with over $1B transacted historically), and Tarsadia Capital (a New York-based vehicle with a long-duration public/private equity and commodities mandate). Supporting vehicles include Tarsadia Enterprises (shared services) and InterHarbour Capital, which commenced operations in 2024 focused on commodities and private credit for SMEs.

The business model is centered on direct equity investment rather than fee-based external asset management. Capital is deployed across multiple stages from startup to publicly-traded companies, with notable positions including Amneal Pharmaceuticals (NYSE: AMRX), Nubank, Kashiv Biosciences, Erasca, Bolttech, Yieldstreet (now Willow Wealth), Phil, and AvantStay. Returns are generated through capital appreciation, recapitalizations, and exits (e.g., the 2019 FLEETCOR acquisition of Nvoicepay, the 2021 Cambridge Mobile Telematics acquisition of TrueMotion, and the LERETA sale to Flexpoint Ford/Vestar). As a single-family office, Tarsadia does not raise external fund vehicles in the conventional sense; investment activity is funded by the Patel family's permanent capital base, with Tarsadia Enterprises providing centralized back-office, legal, accounting, and technology support across all vehicles. Distribution to portfolio companies is direct, sourced primarily through industry networks, referrals, and syndicate partners rather than intermediated channels.

Short descriptiontext

Tarsadia Investments is a private single-family office managing $2B+ AUM across venture and growth equity, life sciences, real estate, and public-market strategies, primarily serving the Patel family and its portfolio of 28 companies.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersNewport Beach, United States
HQ citystring
Newport Beach
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
private investment management, venture capital investing, growth equity investments, life sciences investing, family office investments
Industry1 code
1Estate Planning, Trust Structuring & Governance
CodeFSAAADAFPrimaryYes
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code2 codes
  • Investors, Nec6799
  • Investment Advice6282
Product category
Private Investment Management
GTM motion4 records

Each record includes

Type, Description, Source

Revenue model2 records
1Investment Management Fees
TypeSubscription Recurring
Description

Family office investment management services for its own family clients and portfolio companies

tarsadia.com
2Portfolio Company Returns
TypeTransaction Fee
Description

Returns from equity investments across venture, growth equity, life sciences, and real estate across multiple stages from startup to publicly traded

tarsadia.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Technology or R&D, Others
Pricing details1 tier
1Venture and Growth Equity investments
ModelOtherBilling cadenceMulti-year contract
Notes

Series A and beyond investments, typically $5M - $75M per transaction

tarsadia.com
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Tarsadia Investments is a multi-strategy private family office investment firm that deploys capital across venture and growth equity, life sciences, real estate, and public market opportunities. It manages more than $2 billion in assets across 28 portfolio companies, investing through direct private deals and fund-based vehicles such as Tarsadia Investments and Tarsadia Capital.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Tarsadia Investments is a multi-dimensional investment firm operating as a family office with two primary investment vehicles: Tarsadia Investments (private investments in venture/growth equity, life sciences, and real estate) and Tarsadia Capital (public/private equities and commodities globally). The firm manages $2B+ AUM across 28 portfolio companies spanning healthtech, fintech, proptech, and mobility sectors. Tarsadia Capital employs fundamental research for long-duration mandates across liquid strategies, while Tarsadia Investments focuses on high-conviction bets from Series A onward with $5M-$75M check sizes.

Product and service6 records
1Tarsadia Investments (Private Investment Vehicle)
CategoryPrivate Investment Vehicle
2Tarsadia Capital (Public/Private Equities)
CategoryInvestment Vehicle
3Venture and Growth Equity Strategy
CategoryVenture and Growth Equity
4Life Sciences Investment Strategy
CategoryLife Sciences Investing
5Real Estate Investment Strategy
CategoryReal Estate Investing
6Public Markets Investment Strategy
CategoryPublic Market Investing
Scale indicator4 records

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Family office managing Bill Gates' wealth across public equities, private equity, real estate, and alternatives. Comparable long-duration multi-strategy family platform with concentrated positions.

TypeDirect peer
Description

Family-led investment management firm deploying capital across public/private markets, venture, and alternatives globally. Comparable multi-strategy, permanent-capital structure with a similar focus on asymmetric risk/reward.

TypeBroad incumbent
Description

Multi-family office and wealth manager serving tech executives and founders with venture, growth, and public/private investing. Comparable as a multi-strategy wealth platform with venture and growth capabilities.

TypeDirect peer
Description

Personal venture and growth investment vehicle of Jeff Bezos deploying capital across technology, healthcare, and beyond. Comparable multi-stage family capital with thematic flexibility.

TypeBroad incumbent
Description

Multi-family office providing investment management, trust, and estate services to ultra-high-net-worth families. Comparable private wealth management platform serving concentrated family capital.

TypeDirect peer
Description

Single-family office managing wealth for the Walmart founding Walton family with diversified multi-strategy private and public investments. Comparable as a long-duration, multi-strategy family investment platform.

TypeDirect peer
Description

Family office investing across venture, climate, and social impact with permanent capital. Comparable as a mission-aligned family platform with both private investments and operating exposure.

TypeEmerging player
Description

Multi-strategy investment firm deploying capital across public equities, venture, and growth equity globally. Comparable cross-stage, thesis-driven deployment model though larger AUM.

TypeEmerging player
Description

Hedge fund and family-office-style investment firm with permanent capital and diversified public/private mandates. Comparable long-duration, multi-strategy structure though more liquid-markets focused.

TypeDirect peer
Description

Private investment bank and family-affiliated investment firm focused on media, technology, and finance. Comparable closely-held, multi-strategy investment platform with selective deal participation.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI capability9 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature1 record

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles13 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries3 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment49 records

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Tarsadia Investments

Private Investment Managementtarsadia.com

Tarsadia Investments is a private single-family office managing $2B+ AUM across venture and growth equity, life sciences, real estate, and public-market strategies, primarily serving the Patel family and its portfolio of 28 companies.

What Tarsadia Investments does

Tarsadia Investments is the operating brand of The Tarsadia Group, LLC, a private single-family office founded by Tushar Patel in 1990 and headquartered in Newport Beach, California, with a second office in New York. The firm manages $2B+ in assets across 28 portfolio companies and operates with approximately 20 investment professionals plus legal, finance, operations, and technology staff. Its four operating strategies are venture and growth equity ($5M-$75M checks from Series A onward, concentrated in healthtech, fintech, deeptech, and mobility), life sciences (drug delivery and preclinical/early-clinical assets in CNS, inflammation/immunology, oncology, and biosimilars), real estate (hotel acquisitions and development, with over $1B transacted historically), and Tarsadia Capital (a New York-based vehicle with a long-duration public/private equity and commodities mandate). Supporting vehicles include Tarsadia Enterprises (shared services) and InterHarbour Capital, which commenced operations in 2024 focused on commodities and private credit for SMEs.

The business model is centered on direct equity investment rather than fee-based external asset management. Capital is deployed across multiple stages from startup to publicly-traded companies, with notable positions including Amneal Pharmaceuticals (NYSE: AMRX), Nubank, Kashiv Biosciences, Erasca, Bolttech, Yieldstreet (now Willow Wealth), Phil, and AvantStay. Returns are generated through capital appreciation, recapitalizations, and exits (e.g., the 2019 FLEETCOR acquisition of Nvoicepay, the 2021 Cambridge Mobile Telematics acquisition of TrueMotion, and the LERETA sale to Flexpoint Ford/Vestar). As a single-family office, Tarsadia does not raise external fund vehicles in the conventional sense; investment activity is funded by the Patel family's permanent capital base, with Tarsadia Enterprises providing centralized back-office, legal, accounting, and technology support across all vehicles. Distribution to portfolio companies is direct, sourced primarily through industry networks, referrals, and syndicate partners rather than intermediated channels.

Tarsadia Investments firmographics

Firmographics
Name
Tarsadia Investments
Legal name
The Tarsadia Group, LLC
Website
http://tarsadia.com/
Company type
Private
Founded year
1976
Operating status
Operating
Headcount range
11–50 employees
Short description
Tarsadia Investments is a private single-family office managing $2B+ AUM across venture and growth equity, life sciences, real estate, and public-market strategies, primarily serving the Patel family and its portfolio of 28 companies.
Ownership category
akta.pro rank

Tarsadia Investments industry classification

Industry
Product category
Private Investment Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investors, Nec (6799), Investment Advice (6282)
akta.pro primary industry
Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

  • Private investment management
  • Venture capital investing
  • Growth equity investments
  • Life sciences investing
  • Family office investments

Where Tarsadia Investments is headquartered

Location

Headquarters

HQ city
Newport Beach
HQ country
United States
HQ region
North America

Offices2 records

Markets served

Tarsadia Investments business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Others

Revenue model

  1. Investment Management Fees: Family office investment management services for its own family clients and portfolio companies
  2. Portfolio Company Returns: Returns from equity investments across venture, growth equity, life sciences, and real estate across multiple stages from startup to publicly traded

Pricing tiers

ModelBillingPrice
OtherMulti-year contractVenture and Growth Equity investments

Go-to-market motion4 records

Distribution channels1 record

Marketing channels4 records

Tarsadia Investments product offering

Product offering

Core offering

Tarsadia Investments is a multi-strategy private family office investment firm that deploys capital across venture and growth equity, life sciences, real estate, and public market opportunities. It manages more than $2 billion in assets across 28 portfolio companies, investing through direct private deals and fund-based vehicles such as Tarsadia Investments and Tarsadia Capital.

Product overview

Tarsadia Investments is a multi-dimensional investment firm operating as a family office with two primary investment vehicles: Tarsadia Investments (private investments in venture/growth equity, life sciences, and real estate) and Tarsadia Capital (public/private equities and commodities globally). The firm manages $2B+ AUM across 28 portfolio companies spanning healthtech, fintech, proptech, and mobility sectors. Tarsadia Capital employs fundamental research for long-duration mandates across liquid strategies, while Tarsadia Investments focuses on high-conviction bets from Series A onward with $5M-$75M check sizes.

Differentiator

Problem solved

Functional benefit

Products and services

  • Tarsadia Investments (Private Investment Vehicle)
  • Tarsadia Capital (Public/Private Equities)
  • Venture and Growth Equity Strategy
  • Life Sciences Investment Strategy
  • Real Estate Investment Strategy
  • Public Markets Investment Strategy

Companies that use Tarsadia Investments

Customer profile

Named customers4 records

Segments4 records

Ideal customer profiles1 record

Tarsadia Investments technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

AI capability9 records

Feature1 record

Tarsadia Investments partnerships and signals

Strategic signal

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Tarsadia Investments competitors and assessment

Company assessment

Direct peers

  • Cascade Investment (Gates family): Family office managing Bill Gates' wealth across public equities, private equity, real estate, and alternatives. Comparable long-duration multi-strategy family platform with concentrated positions.
  • Soros Fund Management: Family-led investment management firm deploying capital across public/private markets, venture, and alternatives globally. Comparable multi-strategy, permanent-capital structure with a similar focus on asymmetric risk/reward.
  • Bezos Expeditions: Personal venture and growth investment vehicle of Jeff Bezos deploying capital across technology, healthcare, and beyond. Comparable multi-stage family capital with thematic flexibility.
  • Walton Enterprises: Single-family office managing wealth for the Walmart founding Walton family with diversified multi-strategy private and public investments. Comparable as a long-duration, multi-strategy family investment platform.
  • Emerson Collective: Family office investing across venture, climate, and social impact with permanent capital. Comparable as a mission-aligned family platform with both private investments and operating exposure.
  • Allen & Company: Private investment bank and family-affiliated investment firm focused on media, technology, and finance. Comparable closely-held, multi-strategy investment platform with selective deal participation.

Broad incumbents

  • Iconiq Capital: Multi-family office and wealth manager serving tech executives and founders with venture, growth, and public/private investing. Comparable as a multi-strategy wealth platform with venture and growth capabilities.
  • Bessemer Trust: Multi-family office providing investment management, trust, and estate services to ultra-high-net-worth families. Comparable private wealth management platform serving concentrated family capital.

Emerging players

  • Tiger Global Management: Multi-strategy investment firm deploying capital across public equities, venture, and growth equity globally. Comparable cross-stage, thesis-driven deployment model though larger AUM.
  • Whale Rock Capital Management: Hedge fund and family-office-style investment firm with permanent capital and diversified public/private mandates. Comparable long-duration, multi-strategy structure though more liquid-markets focused.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Tarsadia Investments social profiles

Digital presence

Tarsadia Investments financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Tarsadia Investments leadership team

Management profile

Number of profiles

Profiles13 records

Tarsadia Investments subsidiaries and ownership

Company hierarchy

Subsidiaries3 records

Tarsadia Investments funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Tarsadia Investments M&A and investment

M&A and investment

M&A

Investments49 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tarsadia Investments

What does Tarsadia Investments do?

Tarsadia Investments is a multi-strategy private family office investment firm that deploys capital across venture and growth equity, life sciences, real estate, and public market opportunities. It manages more than $2 billion in assets across 28 portfolio companies, investing through direct private deals and fund-based vehicles such as Tarsadia Investments and Tarsadia Capital.

Is Tarsadia Investments a public or private company?

Tarsadia Investments is a private company. It is classified as family owned and is currently operating.

When was Tarsadia Investments founded?

Tarsadia Investments was founded in 1976. It employs 11 to 50 people.

Where is Tarsadia Investments based?

Tarsadia Investments is headquartered in Newport Beach, United States, in the North America region.

How does Tarsadia Investments make money?

Two revenue lines are on record. Investment Management Fees are the primary driver. The others are portfolio Company Returns.

Who are Tarsadia Investments's main competitors?

Direct peers on record are Cascade Investment (Gates family), Soros Fund Management, Bezos Expeditions, Walton Enterprises, Emerson Collective and Allen & Company. Broad incumbents are Iconiq Capital and Bessemer Trust. Emerging players are Tiger Global Management and Whale Rock Capital Management.

Does Tarsadia Investments have an API?

No public API is recorded for Tarsadia Investments.

What industry is Tarsadia Investments in?

Tarsadia Investments's product category is Private Investment Management. Its primary akta.pro industry code is FSAAADAF, Estate Planning, Trust Structuring & Governance. Its NAICS code is 523940 and its SIC code is 6799.

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Live signals
FinSMEsClinTrial Research Receives Funding From Tarsadia InvestmentsClinTrial Research, a clinical site network company, closed a growth equity funding round led by Tarsadia Investments. The amount was not disclosed, and the company will use the funds to expand operations and business reach. The company provides clinical trial management and AI-based patient recruitment services.PR NewswireClinTrial Research and Tarsadia Investments Partner to Build Next Generation Site NetworkClinTrial Research announced the closing of a growth equity investment round led by Tarsadia Investments. The partnership aims to build an AI-enabled clinical site network to address industry challenges such as physician retention and rising drug development costs. This funding reflects Tarsadia's conviction in ClinTrial's potential to become a leader in the sector.WebProNewsYieldstreet Backlash: Investor Losses from Defaults and VolatilityYieldstreet Inc., a New York-based alternative investment platform founded in 2015, is facing investor backlash after customers reported significant losses from real estate offerings that defaulted amid market volatility and rising interest rates. The platform, which raised $77 million from Tarsadia Investments in July 2025 bringing total funding to over $400 million, allegedly marketed high-yield investments of 8-15% with inadequate risk disclosures, with one customer losing $400,000 on a single real estate deal. Despite mounting customer complaints and criticism about inadequate vetting of high-risk loans to property developers, Yieldstreet continues to expand and claims positive returns in 80% of deals since inception.WealthbriefingUS Private Markets Platform Raises $77 Million, Eyes Fresh ExpansionYieldstreet, a US-based private markets investment platform, announced it has raised $77 million in new capital led by Tarsadia Investments with participation from RedBird Capital Partners and others. The firm stated the funds will support its platform capabilities and the recent launch of Yieldstreet 360, an automated investing solution. This funding follows a leadership transition where Mitchell Caplan became interim CEO.AlleyWatchThe AlleyWatch Startup Daily Funding Report: 7/23/2025Yieldstreet raised $77M in venture funding led by Tarsadia Investments, expanding access to alternative investments for retail investors. The funding highlights a significant move in the fintech sector, aimed at enhancing investment opportunities for the public.LA Business JournalShort-Term Rental Company AvantStay Raises $500 MillionWest Hollywood-based short-term rental company AvantStay Inc. raised a $500 million property company funding round led by real estate firm Saluda Grade. The capital will be used to expand its portfolio of over 1,000 properties into new markets and institutionalize the short-term rental asset class. This follows a previous Series B raise led by Tarsadia Investments and 3L Capital.PrwebPetal Raises $140 Million in Series D Funding, Led by Tarsadia InvestmentsPetal, a credit card company focused on helping users build credit, announced the closing of a $140 million Series D funding round. The investment was led by Tarsadia Investments and included participation from several other venture capital firms and financial institutions. This capital injection supports Petal's ongoing operations and growth in the fintech sector.