# Lambert & Co.

Lambert & Co. is an Asset Manager based in Grand Rapids, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Grand Rapids, United States
- **Region:** North America
- **Address:** Grand Rapids, MI, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed
- **Website:** lambertcapitalmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/lambertme

## Regulatory record

- **CRD number:** 127822
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127822

## About

Lambert & Co. is a state-registered investment adviser in Santa Barbara, CA. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Enterprise Software
- Real Estate

## People

- John L. Lambert — Chairman

## Questions

### How does Lambert & Co. source deal flow?

The firm sources primarily through long-standing regional relationships in the Midwest, focusing on founder-owned businesses in enterprise software and commercial real estate. Its Grand Rapids location provides proximity to manufacturing-adjacent and logistics real estate opportunities, while its four-decade track record generates inbound referral flow from regional intermediaries.

### Does Lambert & Co. accept outside investors?

Yes. While built on a family capital base, the firm operates an open-architecture co-investment model. Institutional allocators can participate on a deal-by-deal basis, as demonstrated by the September 2024 registration of Lambert Credit Opportunities II LP, which targets $150 million from external limited partners for direct lending.

### What investment stages and structures does Lambert & Co. pursue?

The firm targets lower-middle-market companies with structured debt instruments that include equity participation features. It also makes direct minority equity investments in growth-stage enterprise software businesses and acquires commercial real estate assets. It does not operate a traditional venture capital fund structure.

### What is Lambert & Co.'s geographic focus?

The firm concentrates on the Great Lakes region and broader Midwest, with selective investments in technology hubs beyond the region. Its real estate portfolio emphasizes Midwest industrial and logistics properties. The firm maintains its sole office in Grand Rapids, Michigan.

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

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