25 Capital Partners
25 Capital Partners is a Charlotte, NC-based SEC-registered alternative investment manager founded in 2008, deploying capital into mortgage and real estate-related assets via a closed private fund and separately managed accounts for institutional investors and qualified high net-worth individuals.
- Company typePrivate
- Founded2008
- HeadquartersCharlotte, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What 25 Capital Partners does
25 Capital Partners, LLC is a Charlotte, North Carolina-based alternative investment management firm founded in 2008 (originally as RoundPoint Capital Group) that specializes in less-liquid private market investments, primarily in mortgage and real estate-related assets. The firm operates two core investment vehicles — a closed private investment fund and separately managed accounts — designed to generate long-term capital growth while limiting principal risk for investors. Its investor base is described as global in principle but operationally concentrated in the United States, comprising public and private pension plans, family offices, foundations, fund of funds, and qualified high net-worth individuals sourced through direct institutional relationships under private placement rules.
The firm is registered as an investment adviser with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940 and has managed over $2.5 billion of loans and real estate since inception, though that figure is cumulative rather than a current AUM disclosure. The senior leadership team — President Shaun Ahmad, Managing Director Scott Shultz, and Directors Nikole Hogue and Luna Nguyen — was largely assembled in 2008 and shares a common background in the Global Structured Products group at Banc of America Securities, supporting the firm's stated emphasis on rigorous analytical due diligence and structured value-unlock strategies in mortgage and real estate credit. The firm operates with a small team (11–50 employees), is privately held by founders and management, and has no disclosed parent company, outside equity backing, or M&A activity.
Revenue mechanics rely on conventional alternative asset management economics: management fees on committed or invested capital within the closed fund and separately managed accounts, supplemented by potential performance fees, with offerings restricted to qualified purchasers via confidential offering documents. No proprietary technology platform, API, or AI/ML capabilities are disclosed in available sources, and pricing, fee schedules, and current AUM are not publicly disclosed.
25 Capital Partners firmographics
Firmographics- Name
- 25 Capital Partners
- Legal name
- 25 Capital Partners, LLC
- Website
- https://25capital.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- 25 Capital Partners is a Charlotte, NC-based SEC-registered alternative investment manager founded in 2008, deploying capital into mortgage and real estate-related assets via a closed private fund and separately managed accounts for institutional investors and qualified high net-worth individuals.
- Ownership category
- akta.pro rank
25 Capital Partners industry classification
Industry- Product category
- Alternative Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282), Investors, Nec (6799)
- akta.pro primary industry
- Private Credit / Direct Lending (FSAAAHAG)
- akta.pro secondary industry
- Senior Secured Direct Lending (FSANADAA)
Keywords
Where 25 Capital Partners is headquartered
LocationHeadquarters
- HQ city
- Charlotte
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
25 Capital Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations
Distribution channels1 record
25 Capital Partners product offering
Product offeringCore offering
25 Capital Partners is an SEC-registered alternative investment management firm that manages mortgage and real estate-related assets through closed private investment funds and separately managed accounts. The firm serves institutional investors (pension plans, family offices, foundations, fund of funds) and qualified high net-worth individuals seeking long-term capital growth with limited principal risk in less-liquid private market investments. Since 2008, the firm has managed over $2.5 billion of loans and real estate.
Product overview
25 Capital Partners operates as an alternative investment management firm offering two primary investment vehicles: a closed private investment fund and separately managed accounts. The firm specializes in mortgage and real estate-related assets, utilizing rigorous analytical due diligence and creative strategies to generate long-term capital growth while limiting principal risk. The closed fund and separately managed accounts serve different investor preferences for commitment structure, with the firm's global investor base including pension plans, family offices, foundations, fund of funds, and qualified high net-worth individuals.
Differentiator
Problem solved
Functional benefit
Products and services
- Closed Private Investment Fund
Companies that use 25 Capital Partners
Customer profileSegments2 records
Ideal customer profiles2 records
25 Capital Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
25 Capital Partners partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights1 record
25 Capital Partners competitors and assessment
Company assessmentDirect peers
- Pretium Partners: Pretium is a large private investment manager focused on residential real estate and mortgage-related credit, directly comparable to 25 Capital's mortgage and real estate-related asset focus and use of private funds alongside separately managed accounts.
- Lone Star Funds: Lone Star is a private equity firm specializing in opportunistic real estate and mortgage credit investments, mirroring 25 Capital's strategy of less-liquid private market exposure across loans and real estate.
- Rockpoint Group: Rockpoint is a privately held real estate-focused investment manager that raises institutional capital for opportunistic and value-add strategies, directly comparable to 25 Capital's mortgage-and-real-estate credit focus at a similar boutique scale.
Broad incumbents
- Cerberus Capital Management: Cerberus is a large alternative investment manager with significant mortgage, real estate, and private credit capabilities, operating at greater scale than 25 Capital but serving similar institutional LP needs.
- Starwood Capital Group: Starwood is a major private alternative investment firm focused on real estate debt and equity, representing a scaled incumbent competing for similar institutional and high-net-worth capital pools.
- Oaktree Capital Management: Oaktree is a leading alternative investment manager with strong private credit and structured credit franchises, serving institutional LPs with vehicles comparable to 25 Capital's closed-end funds and SMAs.
- KKR Real Estate: KKR's Real Estate platform invests across real estate debt and equity strategies globally and represents a scaled alternative investment competitor pursuing overlapping institutional mandates.
- Ares Management: Ares operates large credit and real estate franchises serving institutional clients with private debt and real estate strategies, comparable in vehicle structure (closed funds and SMAs) and LP focus to 25 Capital.
- Angelo Gordon (TPG): Angelo Gordon, now part of TPG, runs credit and real estate strategies that overlap with 25 Capital's mortgage and real estate-related focus, representing a scaled peer pursuing a similar institutional LP base.
Emerging players
- Blackstone Mortgage Trust: BXMT is a publicly traded mortgage REIT managed by Blackstone that originates senior loans backed by commercial real estate, providing a scaled institutional competitor for the same less-liquid mortgage opportunities that 25 Capital targets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
25 Capital Partners compliance and trust
Trust signalCompliance1 record
25 Capital Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
25 Capital Partners leadership team
Management profileNumber of profiles
Profiles4 records
25 Capital Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
25 Capital Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about 25 Capital Partners
What does 25 Capital Partners do?
25 Capital Partners is an SEC-registered alternative investment management firm that manages mortgage and real estate-related assets through closed private investment funds and separately managed accounts. The firm serves institutional investors (pension plans, family offices, foundations, fund of funds) and qualified high net-worth individuals seeking long-term capital growth with limited principal risk in less-liquid private market investments. Since 2008, the firm has managed over $2.5 billion of loans and real estate.
Is 25 Capital Partners a public or private company?
25 Capital Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was 25 Capital Partners founded?
25 Capital Partners was founded in 2008. It employs 11 to 50 people.
Where is 25 Capital Partners based?
25 Capital Partners is headquartered in Charlotte, United States, in the North America region.
Who are 25 Capital Partners's main competitors?
Direct peers on record are Pretium Partners, Lone Star Funds and Rockpoint Group. Broad incumbents are Cerberus Capital Management, Starwood Capital Group, Oaktree Capital Management, KKR Real Estate, Ares Management and Angelo Gordon (TPG). Blackstone Mortgage Trust is listed as an emerging player.
Does 25 Capital Partners have an API?
No public API is recorded for 25 Capital Partners.
What industry is 25 Capital Partners in?
25 Capital Partners's product category is Alternative Investment Management. Its primary akta.pro industry code is FSAAAHAG, Private Credit / Direct Lending, with a secondary code of FSANADAA, Senior Secured Direct Lending. Its NAICS code is 523940 and its SIC code is 6282.