Asset ManagerRIA · CRD 138460SEC-RegisteredPrivate Fund Adviser

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Paloma

Paloma is an SEC-registered investment adviser in Greenwich, CT, registered since 2011. The firm manages $30.3 billion in assets.

Paloma logo

Paloma

Paloma is an SEC-registered investment adviser in Greenwich, CT, registered since 2011. The firm manages $30.3 billion in assets. It has 64 employees and 30 investment advisers.

General information

Firm type

Venture Studio

Year founded

AUM

Undisclosed

Location

Region

Oceania

Country

Australia

City

Greenwich

Corporate office

Darlinghurst, New South Wales, Australia

Additional offices

North Sydney, Australia · Auckland, New Zealand · Wellington, New Zealand · Boulder, CO, United States

Principals

Nick Frandsen

Co-CEO

Ash Fogelberg

Co-CEO

Morgan Hall

CTO

Rafe Custance

Venture Partner

Serica Cooke

General Counsel

Andrew Amesbury

Client Partner

Georgia Chunn

GM

Lauren Skogstad

Head of Design

Sector focus

Enterprise SoftwareAI/MLFinTech

Frequently asked questions

How does Paloma source its deal flow?

Paloma sources opportunities through its studio model — by building digital products for external partners and identifying promising internal ventures. The firm's public materials describe acting as an extension of portfolio-company teams, which creates early visibility into product traction and founding-team quality before formal investment commitments are made.

Is Paloma a venture capital fund or a venture studio?

Paloma operates as a venture studio. It deploys engineering, design, and strategy resources to co-build companies, often taking equity in lieu of or alongside cash fees. The firm's website emphasizes 'skin-in-the-game' and building products from prototype to scale, distinguishing its model from a fund that primarily deploys third-party LP capital.

Who makes investment and venture-building decisions at Paloma?

Co-CEOs Nick Frandsen and Ash Fogelberg lead the firm. The senior leadership team includes CTO Morgan Hall, Venture Partner Rafe Custance, General Counsel Serica Cooke, Client Partner Andrew Amesbury, GM Georgia Chunn, and Head of Design Lauren Skogstad (per the firm's website). Collective decisions likely combine product, technical and commercial lenses.

Does Paloma participate in fund commitments or only direct venture building?

Available public information only confirms Paloma's direct venture-building and digital-product services. There is no disclosure suggesting the firm allocates to external venture capital funds as a limited partner. Its model is centered on equity-for-services and joint-venture structures.

What is Paloma's known posture on co-investments alongside external GPs?

Paloma has not publicly stated a co-investment policy with external VC or PE fund managers. Its positioning as a venture studio implies that co-investors, if any, would likely enter at the individual company level rather than through institutional fund syndication.

Which sectors does Paloma target?

The firm's portfolio and service descriptions emphasize digital products, AI/ML applications, fintech, logistics automation, and digital asset management. Public examples include Afterpay (buy-now-pay-later), Bakkt (digital assets), Gondola (customs automation), and Grounded (packaging design).

Does Paloma have philanthropic structures or separate wealth-management units?

There is no public disclosure of a separate philanthropic foundation or family-office wealth-management arm associated with Paloma. The entity presents strictly as a venture studio and digital-product builder.

Profile maintained by 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.

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