Factory

Factory fields separate investment and operating teams under the same roof, meaning a portfolio company gets capital alongside direct operational support in brand building, product innovation, and supply chain. The operating team functions as a hands-on extension of management rather than a third-party consultant, a distinction Factory emphasizes in its pitch to founders.

The firm focuses entirely on food, beverage, and personal care. No other asset classes or sectors appear in its public materials, and its team expertise is concentrated in CPG-specific functions such as brand strategy, innovation, and operational execution.

Factory lists a four-person investment team — David West, Nick DiCarlo, Keith Caldwell, and Michael Perlmutter — without designating a CIO or managing partner title. The absence of formal role hierarchy in firm disclosures means decision-making authority is implied through the group's collective designation as the investment team.

No. Factory discloses no AUM, fund-size data, or aggregate deployment figures. Its public materials focus on operational capabilities rather than financial scale, a posture more common among firms that raise capital on a deal-by-deal or captive-family basis.

The firm's sole office sits in Bethlehem, Pennsylvania, and it invites partnership opportunities through its website and direct contact. Factory promotes a relationship-driven approach to working with founders, CEOs, and management teams, but does not describe a formal intermediary network, LP-referral program, or scout structure.