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Falcon Affiliates
Falcon Affiliates is a family office private equity firm founded in 2009 in Richmond, Virginia.
Falcon Affiliates
Falcon Affiliates is a family office private equity firm founded in 2009 in Richmond, Virginia. It focuses on control investments in growing businesses in manufacturing, value-added distribution, and industrial services and business service industries. Falcon Affiliates has made three investments, including one in MoboTrex.
General information
Firm type
Single Family Office
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Tampa, FL, United States
Additional offices
Wayne, PA, United States
Principals
Patrick J. Bartels Jr.
Managing Member
Frequently asked questions
Who founded Falcon Affiliates and what was the source of the initial capital?
Falcon Affiliates was founded by Patrick J. Bartels Jr., a direct-mail advertising entrepreneur. The firm's initial capital base traces to the sale of Redan Media, the platform Bartels built and exited prior to forming the family office in 2017. That liquidity event provided the corpus that Falcon Affiliates was established to manage.
Does Falcon Affiliates manage outside capital or operate as a pure single-family office?
Falcon Affiliates operates as a single-family office and has not disclosed any outside limited partners or fund structures. There is no registered investment advisory entity tied publicly to the firm, consistent with a vehicle that exclusively stewards the Bartels family's own balance sheet.
What asset classes does Falcon Affiliates invest across?
The firm deploys capital across public equities, direct private equity, real estate, and structured credit. Falcon Affiliates favors concentrated positions and does not appear to operate with fixed allocation bands, consistent with a permanent-capital family-office posture that can tolerate illiquidity and long holding periods.
Where does Falcon Affiliates maintain its offices?
Falcon Affiliates operates from two locations: Tampa, Florida and Wayne, Pennsylvania. The dual footprint reflects the founder's personal and business ties, situating the office both in a Gulf Coast hub and within the Philadelphia metro area's established private-investment community.
How does Falcon Affiliates differ from a standard institutional investment firm?
Falcon Affiliates does not raise external capital, allowing it to bypass fund-lifecycle constraints and LP-imposed investment mandates. Its origin as the direct reinvestment vehicle for a single founder's liquidity event means every allocation is approved by the same principal who earned the original capital, collapsing the principal-agent gap that exists at firms managing third-party money.
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