Updated:
Mt. Vernon Capital
Mt. Vernon Capital functions as a multi-family office with Anthony Trotta, Andreas Penna, and Fritz Lanman as the primary investors. The vehicle has operated...
Mt. Vernon Capital
Mt. Vernon Capital functions as a multi-family office with Anthony Trotta, Andreas Penna, and Fritz Lanman as the primary investors. The vehicle has operated for more than a decade under Trotta's direction. Public records list no specific founding date or originating family wealth source. The firm deploys across private equity, secondaries, distressed situations, and direct co-investments. Confirmed focuses include PropTech, Industrial Tech, Mobility & Transportation, Healthcare Services, AI/ML, and Biotech. Geographic reach covers North America, Europe, and Asia. Mt. Vernon Capital has acted as placement agent for Aria Growth Partners Fund II. It maintains a relationship with Soundcore Capital Partners and uses the RANGER FUND vehicle for opportunistic commitments with endowments and families. Team size and total deployment remain undisclosed. The firm lists an address at 9315 Mt Vernon Cir in Alexandria, Virginia. Mt. Vernon Advisory operates as the placement and advisory division. Greg Outcalt, former managing partner and CIO, has served on the Pepperdine University board. The structure combines family office capital with placement agent activity and an associated advisory arm. This setup allows participation in both direct deals and third-party fundraises without a traditional fund-of-funds wrapper.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Morristown
Corporate office
Washington, United States
Principals
Anthony Trotta
Main investor
Andreas Penna
Co-founder
Fritz Lanman
Co-founder
Kevin Caballes
Team member
Sector focus
Frequently asked questions
Who runs investment decisions at Mt. Vernon Capital?
Anthony Trotta serves as the lead investor alongside co-founders Andreas Penna and Fritz Lanman. Kevin Caballes is listed on the team page. No additional investment committee members appear in public materials.
Does Mt. Vernon Capital participate in fund commitments or only direct deals?
The firm uses both direct co-investments and SPVs alongside third-party vehicles. It served as placement agent for Aria Growth Partners Fund II. The RANGER FUND brand supports opportunistic commitments with endowments and families.
What investment stages does Mt. Vernon Capital typically target?
Confirmed stages include buyout, distressed and turnaround, growth, and seed. The mix spans private equity, secondaries, and public equity positions.
How is Mt. Vernon Capital related to Mt. Vernon Advisory?
Mt. Vernon Advisory functions as the placement and advisory division under the Mt. Vernon Partners umbrella. The advisory arm handles third-party fund placement activity.
Where does Mt. Vernon Capital source deal flow?
Sourcing occurs through direct relationships with managers and operating partners. Documented ties include Soundcore Capital Partners and Monograph Capital. The firm also hosts externs from Episcopal High School.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: