Private EquityRIA · CRD 161548SEC-RegisteredPrivate Fund Adviser

Updated:

Falcon Investment

Falcon Investment is an SEC-registered investment adviser in Boston, MA, registered since 2012. The firm manages approximately $3.3 billion in regulatory...

Falcon Investment

Falcon Investment is an SEC-registered investment adviser in Boston, MA, registered since 2012. The firm manages approximately $3.3 billion in regulatory assets. It has 33 employees and 21 investment advisers.

General information

Firm type

Private Equity

Year founded

2000

AUM

$5B

Location

Region

Asia

Country

United States

City

Boston

Corporate office

Boston, MA, United States

Additional offices

New York, NY, United States

Principals

Sandeep Alva

Managing Partner, Founder

Sven Grasshoff

Managing Partner and Co-Portfolio Manager

Matthew Prout

Managing Partner and Co-Portfolio Manager

John Schnabel

Managing Partner and Chief Investment Officer

Kristina Matthews

Partner – Head of Investor Relations and Fund Raising

Irene Wang

Partner

Matthew White

Partner

Sector focus

Food & BeverageConsumer StaplesInformation TechnologyHealthcareBusiness ServicesEducation

Frequently asked questions

Who runs investment decisions at Falcon Investment?

Investment decisions are led by a team of four Managing Partners: Sandeep Alva (Founder), Sven Grasshoff (Co-Portfolio Manager), Matthew Prout (Co-Portfolio Manager), and John Schnabel (Chief Investment Officer). They average 30 years of relevant experience (per the firm's website).

How does Falcon source proprietary deal flow?

Falcon originates deals primarily through relationships with independent sponsors, private equity firms, and financial advisors. Its track record includes repeat business with sponsors like Centre Partners, indicating a model built on recurring relationship-based sourcing rather than broad market origination. The firm does not maintain a public list of external advisors (per the firm's website).

Is Falcon structured as a single family office or as a private equity firm?

Falcon operates as a private credit asset manager, not a family office. It is a partnership founded by Sandeep Alva and run by a team of professional investors. It manages capital for external clients through investment vehicles, though its AUM is undisclosed (per the firm's website).

Does Falcon participate in fund commitments or only direct deals?

Falcon engages in direct deal origination and commitments, providing junior capital in structures that include subordinated debt, preferred equity, and common equity. It has not publicly disclosed any fund-of-funds or secondary commitments (per the firm's website).

What investment stages does Falcon typically target?

Falcon targets middle-market companies with at least $20 million in EBITDA, providing capital for management buyouts, leveraged buyouts, growth capital, acquisition financing, dividend recaps, and generational transfers. The firm does not typically fund start-ups or early-stage venture. It typically invests between $20 million and $75 million per transaction (per the firm's website).

Which sectors does Falcon focus on?

Falcon focuses on food and beverage, consumer staples, information technology, healthcare, and business services. It highlights food and beverage as a particular specialty, citing examples like Captain D’s, a fast-casual seafood chain (per the firm's website).

Does Falcon maintain any philanthropic structures?

Falcon does not publicly disclose any philanthropic foundations or charitable arms on its website. The firm appears to operate exclusively as an investment manager (per the firm's website).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on private equity firms?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Boston Private Equity profiles