Integrum Ventures

Integrum targets technology-enabled services companies — businesses where a recurring service-delivery model is enhanced by software and data. The portfolio concentrates on capital-light financial services and insurance, with additional positions in professional services. The firm buys control or significant-influence equity stakes in North American middle-market companies.

The firm's website does not assign formal titles, but the senior investing group includes Dan McGarvey, Tagar Olson, Kyle Bruno, and Jeff Livingston. Integrum's flat, team-page structure suggests consensus-driven decision-making among a small group of operating-minded partners rather than a single-CIO model.

Fund II closed at $2.5 billion in October 2025, oversubscribed and significantly larger than the prior fund (per Integrum press release, October 2025). While the firm has not disclosed Fund I's size, the step-up signals strong LP demand for control-oriented services investing and likely gives Fund II the capacity to write larger equity checks.

No. Integrum operates as a private equity manager raising traditional closed-end funds from external limited partners. The firm's website makes no mention of a single-family wealth source, and it maintains a standard asset-manager posture with a Hudson Yards headquarters and Boca Raton additional office.

Integrum's stated focus is North American middle-market companies, and all disclosed portfolio companies are headquartered in the United States. That said, portfolio company SRS operates in Canada, Europe, Bermuda, the Cayman Islands, and South Africa, so the firm indirectly touches international markets through its holdings' global footprints.

A portion of the value the firm generates goes into the Integrum Foundation, which supports community causes the partners care about (per firm website). The foundation appears to be the firm's primary philanthropic vehicle, though no separate team or governance structure is publicly detailed.

Integrum has not publicly outlined its sourcing model. The portfolio suggests relationship-driven and sector-focused origination: heavy repeat investments in insurance services, a pattern of backing founder-led platforms such as True and Stout, and participation in strategic investor groups — as seen with Allworth Financial's expanded investor syndicate in April 2026.