# Fall Line Capital

Fall Line Capital is a Private Equity based in San Mateo, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** San Mateo, United States
- **Region:** North America
- **Address:** 411 Borel Avenue, Suite 200, San Mateo, CA 94402, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** www.fall-line-capital.com
- **LinkedIn:** https://www.linkedin.com/company/fall-line-capital

## Regulatory record

- **CRD number:** 283625
- **SEC file number:** 801-118696
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-29T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283625

## About

Fall Line Capital is an SEC-registered investment adviser in San Mateo, CA, registered since 2020. The firm manages approximately $332 million in regulatory assets. It has 12 employees and 10 investment advisers.

## Sectors

- AgriTech & FoodTech
- Real Estate
- ClimateTech
- Energy Transition & Renewables
- Mobility & Transportation
- AI/ML
- Enterprise Software
- Robotics & Automation

## People

- Clay Mitchell — Co-Founder / Managing Director
- Eric O'Brien — Co-Founder / Managing Director
- Yanniv Dorone — Managing Director
- Giulia Stellari — Managing Director
- Brett Kadesh — Director
- Vic Method — Director
- Joaquin Oliverio — Director
- Scott Day — Director of Agronomy
- Wade Condrey — Head of Southern Operations
- Joel Edmonds — Head of Northern Operations
- Jenny West — Director of Investor Relations
- Francesca D'Cruz — Senior Associate

## Questions

### How does Fall Line Capital's hybrid farmland–venture model work in practice?

The firm simultaneously operates row-crop farmland and writes early-stage venture checks into agtech and food-system startups. That overlap lets portfolio companies test products — soil sensors, biological inputs, autonomous implements — on Fall Line–managed acres, giving the investment team a technical diligence signal that pure-play venture firms do not possess. The farmland portfolio also produces independent yield and appreciation returns, so the firm is not solely reliant on venture exit timelines for liquidity.

### Does Fall Line maintain separate real-asset and venture vehicles, or is everything under one mandate?

The firm discusses venture capital and farmland as distinct but mutually reinforcing arms of a single platform. It has not publicly disclosed separate legal-entity branding or specific fund names for its real-asset activities, so the precise vehicle structure remains opaque. In practice, the two streams share the same team and the same headquarters, with the Director of Agronomy supporting both the operating farmland and venture diligence.

### What is the firm's known posture on co-investments alongside external GPs?

Fall Line has not publicly stated a co-investment policy. Its venture portfolio includes names also backed by large multi-stage funds, but whether those positions resulted from direct lead investments, syndicate participation, or secondary acquisitions is not disclosed.

## Related profiles

- [Falk & Partners](https://altss.com/profile/falk-partners)
- [Falnas Capital](https://altss.com/profile/falnas-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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