North Peak Capital Management

Managing Partners Michael Kahan and Jeremy Kahan run investment decisions. The brothers founded the firm together in 2015 and operate as the sole portfolio managers, supported by a two-person investment team of Tyler Hall and Scott Lefever. The firm’s website positions them as the entire portfolio management unit.

The firm applies a private equity-style diligence process to public markets, meaning deep fundamental research on a concentrated number of positions. The team’s collective prior experience — Onex, MSD Capital, Silver Lake, Bain Capital, and Citadel Global Equities — suggests sourcing draws on a mix of classic long/short hedge fund screens and the private equity toolkit of industry deep-dives and management interviews. The firm has not publicly detailed its sourcing channels beyond its stated philosophy.

It operates as a traditional asset manager running a long/short equity fund for external investors. While Jeremy Kahan previously worked at MSD Capital — a family office for Michael Dell — North Peak is not a family office. The firm is structured as a limited partnership and has a dedicated Head of Investor Relations, Jason Schiff, who manages institutional and existing investor relationships.

Michael Kahan was a Director at Onex Corporation, Canada’s leading private equity firm, and earlier a management consultant at McKinsey & Company. Jeremy Kahan was a founding analyst at Bow Street, a Blackstone-seeded event-driven fund, and prior to that was an Associate in the Private Equity Group at MSD Capital, which manages Michael Dell’s capital. Both hold Harvard MBAs.

No. The firm has not publicly disclosed any philanthropic foundations, real-asset arms, operating businesses, or separate investment vehicles. Its public presence is limited to the long/short equity fund and a compact New York-based team.

North Peak has not publicly indicated that it offers co-investment opportunities. Its structure as a commingled long/short equity fund managed by two partners with a lean team suggests a traditional pooled vehicle rather than a deal-by-deal co-investment model. Allocators interested in side-by-side arrangements would need to inquire directly.