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Cogenuity Partners
Cogenuity Partners invests flexible capital in founder-led, lower-middle-market companies across North America.
Cogenuity Partners
Cogenuity Partners, LLC is an SEC-registered investment adviser in San Francisco, CA, registered since 2025. The firm manages approximately $694 million in regulatory assets. It has 16 employees and 14 investment advisers.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What investment structure does Cogenuity Partners use?
Cogenuity deploys capital through a hybrid approach that combines private credit and direct equity. It structures investments as unitranche debt, preferred equity, or common equity tailored to each company's needs. This flexibility allows the firm to support growth, ownership transitions, or recapitalizations without forcing a full sale.
Which types of companies does Cogenuity target?
The firm targets founder-operated, lower-middle-market companies in business services, niche manufacturing, and value-added distribution. Target companies typically have durable cash flows, defensible market positions, and annual EBITDA between $2 million and $10 million. It prefers businesses located in secondary or tertiary US markets.
Is Cogenuity a single family office or an institutional fund manager?
Public records describe Cogenuity Partners as an investment manager, not a single family office. It raises committed capital and invests across a portfolio of companies, indicating an institutional fund structure. The firm has not disclosed the identities of its limited partners or the composition of its investor base.
Does Cogenuity invest outside the United States?
Cogenuity concentrates its investment activity within the United States. Its stated geographic focus is North America, with an emphasis on companies in secondary and tertiary US markets where large institutional funds are less active. No international investments have been publicly disclosed by the firm.
What is Cogenuity's stance on holding periods for its investments?
Cogenuity structures its investments through committed capital vehicles with extended holding periods, avoiding forced exit timelines. This long-duration approach is designed to align with organic growth trajectories and transitional periods in founder-led businesses. The firm has not specified a standard or maximum hold period publicly.
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