# Minot Light Capital Partners

Minot Light Capital Partners is an Asset Manager based in Boston, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 2011
- **Assets under management:** Less than $200 million (Altss estimate)
- **Website:** minotlightcapital.com
- **LinkedIn:** https://www.linkedin.com/company/minot-light-capital-partners-llc

## Regulatory record

- **CRD number:** 332784
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332784

## About

Minot Light Capital Partners LLC is a registered investment adviser with the Securities and Exchange Commission.

## Sectors

- Enterprise Software
- AI/ML
- Cybersecurity
- Industrial Tech

## People

- Colby Van Sickler — Managing Partner
- John O'Connor — Principal

## Questions

### Who runs investment decisions at Minot Light Capital Partners?

Colby Van Sickler, the firm's Managing Partner and co-founder, leads investment decisions. He founded the firm in 2011 alongside Principal John O'Connor. Van Sickler anchors the concentrated portfolio construction and has presented the firm's long-duration compounding philosophy at investor conferences, including the London Value Investor Conference.

### What types of companies does Minot Light target?

Minot Light invests primarily in founder-led technology businesses with durable competitive advantages, high switching costs, and recurring revenue models. The firm favors vertical-market software consolidators and industrial-technology platforms where management retains significant equity ownership and has a demonstrated record of disciplined capital allocation. Historical holdings include Tyler Technologies and Constellation Software.

### Does Minot Light invest in private companies?

The firm is a public-equity manager and does not operate private-market funds. However, its long holding periods and concentrated book create a posture that resembles private-equity logic — buying durable compounders and allowing reinvestment to drive returns over multiple years — but executed inside the liquidity of public markets.

### How is Minot Light structurally different from larger asset managers?

Minot Light runs a lean partnership with a deliberately small capital base, which allows it to avoid the overdiversification that dilutes returns at scale. Without product proliferation or quarterly benchmarking pressure, the firm can concentrate into a few high-conviction names and hold through drawdowns — a time-arbitrage advantage that larger peers often cede to short-term redemptions or asset-gathering incentives.

## Related profiles

- [Mindset Consulting](https://altss.com/profile/mindset-consulting-us-llc)
- [STUDIOI](https://altss.com/profile/studioi-llc)

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

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