Multi-Family OfficeRIA · CRD 311208SEC-RegisteredPrivate Fund Adviser

Updated:

PC2 Capital

PC2 CAPITAL is an SEC-registered investment adviser with $42 million in regulatory assets under management. The firm manages $41 million on a discretionary...

PC2 Capital

PC2 CAPITAL is an SEC-registered investment adviser with $42 million in regulatory assets under management. The firm manages $41 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2006

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

San Francisco, CA, United States

Principals

Pete Casella

Co-Founder

Charlie Casella

Co-Founder

Sector focus

Real EstatePrivate CreditVenture CapitalGrowth EquityHealthcare Services

Frequently asked questions

Who runs investment decisions at PC2 Capital?

Pete Casella and Charlie Casella co-founded the firm and make investment decisions jointly, per public record. Both brothers bring operating backgrounds from technology and real estate, and the firm does not publicly identify a separate CIO or investment committee.

How does PC2 Capital source proprietary deal flow?

PC2 Capital sources deals through a network of co-investors, direct relationships with middle-market private equity sponsors, and its own operating experience in technology and healthcare. The firm's small team structure means it relies heavily on repeat relationships rather than broad market screening.

Is PC2 Capital structured as a single family office or does it operate more like a venture firm?

PC2 Capital is a multi-family office, meaning it manages capital for a small group of families in addition to the Casella family. It does not operate like a traditional venture firm with a defined fund structure; instead, it makes direct investments and co-investments through SPVs.

Does PC2 Capital participate in fund commitments or only direct deals?

PC2 Capital does both: it commits capital to middle-market debt funds and makes direct investments in real estate and operating companies. The firm's investment style is hybrid, using fund exposure for diversification while focusing direct capital on deals where principals have operating expertise.

What investment stages does PC2 Capital typically target?

The firm targets growth-stage and middle-market opportunities across private credit, real estate, and venture capital. It typically avoids early-stage venture in favor of later-stage or buyout-type direct investments, per public record.

Which sectors does PC2 Capital explicitly avoid?

Public records do not show an explicit list of avoided sectors. The firm's known focus is on technology-enabled businesses, healthcare services, and real estate — it does not appear to invest in energy, mining, or public equities outside its direct-private strategy.

Where does the underlying wealth come from?

The Casella family wealth came from technology ventures and direct real estate holdings prior to PC2 Capital's founding in 2006, per public record. The firm's multi-family office structure means additional family capital pools may have separate origins, though those are not publicly identified.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More San Francisco Multi Family Office profiles