Private EquityRIA · CRD 165188Private Fund Adviser

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Spencer Trask

Spencer Trask & Co. is an advanced technology development firm that discovers bright ideas and helps brilliant entrepreneurs build world-changing ventures.

Spencer Trask logo

Spencer Trask

Spencer Trask & Co. is an advanced technology development firm that discovers bright ideas and helps brilliant entrepreneurs build world-changing ventures. The firm starts, funds, and builds transformative technology companies, helping most during the conception phase when ideas are fragile and uncertain. Its focus is ventures that improve lives—delivering cures, services, and experiences with a double bottom line of net worth and net worthiness. Management has co-founded or first funded twelve startups that each grew to valuations exceeding $1 billion.

General information

Firm type

Private Equity

Year founded

1991

Location

Region

North America

Country

United States

City

Greenwich

Corporate office

Greenwich, CT, United States

Principals

Kevin Kimberlin

Chairman

William Clifford

CEO emeritus

Paul Latchford

Managing Director

Neil Edwards

Managing Director

Kerry Safir

Chief of Staff

Jamie Dunne

Chief Communications Officer

Ron Buesing

Chief Technology Officer

Sector focus

Enterprise SoftwareAI/MLDigital Health

Frequently asked questions

What is Spencer Trask's investment approach?

Spencer Trask describes itself as an advanced technology development firm that discovers bright ideas and helps entrepreneurs build ventures around them. The firm focuses on early-stage, seed-stage technology companies. Its model pairs capital with operational guidance, aiming to take companies from the idea stage to broader commercial scale.

Which sectors does Spencer Trask target?

Spencer Trask targets bright ideas and breakthrough technologies, with a focus on advanced technology development. The firm's strategy spans enterprise software, AI/ML, and digital health, among other technology sectors. It engages with entrepreneurs at the earliest stages of company formation.

Who leads investment decisions at Spencer Trask?

Spencer Trask does not publicly name its principals, investment committee members, or key decision-makers. The firm's website provides no team biographies or leadership profiles. This lack of named individuals makes it difficult for institutional allocators and peer firms to evaluate the investment team's track record.

Where does Spencer Trask's capital come from?

Spencer Trask has not publicly disclosed its capital structure, fund vehicles, or limited partner base. The firm does not publish AUM figures, fund sizes, or the source of its investment capital. Without this disclosure, the firm's financial backing and fund structure remain opaque to outside parties.

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