# Further Global Capital Management

Further Global Capital Management is a Private Equity based in New York, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** www.furtherglobal.com
- **LinkedIn:** https://www.linkedin.com/company/further-global-capital-management

## Regulatory record

- **CRD number:** 289257
- **SEC file number:** 801-111799
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289257

## About

Further Global Capital Management is an SEC-registered investment adviser in New York, NY, registered since 2017. The firm manages $2.2 billion in assets. It has 13 employees and 12 investment advisers.

## Sectors

- Financial Services
- Insurance
- Asset Management

## Questions

### How does Further Global source proprietary deal flow?

Proprietary deal flow is driven by Sarkozy's deep network within financial services executive circles, developed over two decades at Carlyle and before that at UBS and Dillon Read. The firm targets corporate divestitures from larger financial institutions and founder-to-founder introductions within insurance brokerage and wealth management. Further Global does not participate in broad auction processes, preferring to negotiate bilateral transactions with sellers seeking a permanent home rather than a quick sponsor exit.

### Is Further Global a private equity firm or does it operate more like a holding company?

Further Global operates as a private equity firm with a holding-company posture. The firm raised external capital in a traditional drawdown fund structure, but deploys that capital with no mandated exit timeline. When the firm acquires platforms like Robertson Stephens, it commits to holding them indefinitely, which closely resembles a permanent-capital holding company architecture rather than a standard PE fund.

### Which subsectors does Further Global explicitly avoid within financial services?

As a permanent-capital buyout firm, Further Global avoids capital-intensive balance-sheet lending platforms like regional banks and regulated depositories that carry high regulatory complexity and resale friction. The firm also avoids retail-oriented fintech startups with high burn rates. The strategy concentrates on fee-based businesses—asset managers, insurance agencies, and wealth management platforms—with recurring revenue and low regulatory capital requirements.

## Related profiles

- [FunPlus](https://altss.com/profile/funplus)
- [Further Lane Asset Management](https://altss.com/profile/further-lane-asset-management)

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

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