Updated:
Sora Capital
Sora Capital was established in 2011 by Samuel Zelnick. It serves as the primary investment platform for the Zelnick family, drawing on their background in...
Sora Capital
Sora Capital was established in 2011 by Samuel Zelnick. It serves as the primary investment platform for the Zelnick family, drawing on their background in private equity, investment banking, and operating businesses. The firm pursues control investments in lower-middle-market companies across consumer, retail, manufacturing, distribution, business services, and restaurant sectors. It also allocates to real estate and private credit. Investment structures include direct equity positions and platform acquisitions. Geographic focus remains North America, with explicit criteria for companies based in the United States and Canada. Confirmed holdings include RS Water Holdings LLC, formed in 2012 through the acquisition of Culligan dealerships in Texas. The team consists of Samuel Zelnick and Jake Zelnick as managing partners, supported by an advisory board that includes Eric Zelnick and Daniel Hemmerich. No additional offices are disclosed. The firm maintains a selective approach, prioritizing partnership with management teams over volume of transactions. Sora Capital operates with a hybrid mandate that combines family capital deployment and external advisory work. This structure allows direct sourcing from business owners and intermediaries without public disclosure requirements.
General information
Firm type
Single Family Office
Year founded
2011
Location
Region
North America
Country
United States
City
Naples
Corporate office
Naples, FL, United States
Principals
Samuel Zelnick
Managing Partner
Jake Zelnick
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Sora Capital?
Samuel Zelnick serves as Managing Partner and leads investment origination and execution. Jake Zelnick serves as the second Managing Partner with prior experience in corporate treasury and risk management at Wells Fargo.
Does Sora Capital participate in fund commitments or only direct deals?
Sora Capital executes direct control equity investments and real estate transactions. It does not disclose commitments to external funds.
What investment stages does Sora Capital typically target?
The firm targets control investments in established middle-market companies. Criteria include proven management teams and annual EBITDA up to $10 million.
How does Sora Capital source proprietary deal flow?
Sora Capital accepts inquiries directly from business owners, managers, and intermediaries including attorneys, accountants, and financial advisors.
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: