Public Pension Capital

Public Pension Capital is a private equity investment firm established in 2012 and headquartered in New York City, with an additional office in Chicago. The firm focuses on investing in small- to middle-market companies across various sectors, including financial services, healthcare, business and industrial services, and specialty chemicals. Public Pension Capital typically invests between $25 million and $75 million in companies that generate sales ranging from $25 million to $250 million and have EBITDA between $5 million and $25 million. The firm primarily aims for minority investments and is structured to ensure transparency, governance, and alignment of financial incentives for its investors, which include leading state pension funds and other long-term investors.

Max Alper

Partner and Head of Industrial Servies

Joshua Brilliant

Principal

Michael Dolio

Principal

Aziz Doss

Principal

James Fisher

Advisory Partner

Perry Golkin

Co-Founder and CEO

Julianne Goodman

Principal

James Lynch

Partner and Head of Midwest Region

John W. Morgan

Operating Partner

Phillip Müller

Principal

Kashyap Shah

Managing Director

Chad Smith

Principal

Thomas Uger

Partner and Head of Business and Financial Services

Asif Zaman

Partner and Head of Healthcare Services

1 past transactions

Private Client Resources

Venture Round in 2019
Originally founded 15 years ago as Private Client Resources (PCR), we have decades of experience serving the wealthiest families in North America. In 2018 we combined this experience with major investments in technology and leadership to address the most pressing problem of many wealth advisors - the ability to power a new generation of digital wealth technology with efficiently managed high-quality data. Today, we are a rapidly growing financial services technology company with over $250B in aggregation trusted by the most important private banks, advisors and families in the world. Our award-winning wealth information management platform, combines data aggregated from more than 400 custodians with alternative transactions curated from the investor communications of almost 4,000 managers. ILLQUID AGGREGATION - Replace the manual collection, entry, reconciliation and re-entry of hedge fund, private equity, real estate and other information with a fully automated service. HELD AWAY AGGREGATION - Supplement your currently managed data with client electronic and statement accounts held elsewhere to provide clients a total wealth picture and advice. TOTAL WEALTH AGGREGATION - Combine your managed accounts with held-away accounts to create a fully normalized and analytic ready view of client data ready for consolidated reporting. DIGITAL DATA DELIVERY HUB - Leverage a fully-managed data warehouse of your historical data and tools to deliver custom feeds, APIs and a complete firm-wide reporting application
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