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Third Street Data
Third Street Data is a San Francisco investment firm that owns and operates alternative datasets and data infrastructure assets.
Third Street Data
Third Street Data was founded in San Francisco as a vehicle to own and operate proprietary data platforms rather than simply trade on externally sourced data. The firm builds portfolios around datasets that are either exclusive by contract or structurally hard to replicate, such as transaction-level feeds from under-covered industries. Known portfolio holdings include a multi-year partnership with a point-of-sale data aggregator (public record) and a stake in a maritime logistics data provider (public record). They operate across North America with selective exposure to European origin data. The firm's deployment strategy spans direct control of data assets alongside structures that produce recurring subscription revenue — a hybrid that blurs the line between asset manager and operating company. They have made at least two direct investments since 2023 in data-scraping and synthetic data generation platforms (public record). Team size and professional roster are not publicly listed. Third Street Data does not disclose AUM, deployment figures, or fund structures. The structural differentiator for Third Street Data is its full-cycle data ownership model: they do not license data from third parties and then repackage it, but rather acquire the underlying rights and often the technology stack. This vertical integration gives them control over data freshness and pricing, but also ties performance to a narrow set of assets. Succession and governance are not on the public record.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Sector focus
Frequently asked questions
How does Third Street Data source its data assets?
The firm acquires data assets through direct control — either by purchasing the underlying rights or the technology stack that generates the data. They prioritize datasets that are structurally exclusive or hard to replicate, such as transaction feeds from undercovered industries (public record).
Is Third Street Data a single-family office or an institutional asset manager?
The firm's public posture does not clarify its ownership structure. It operates as an investment vehicle that builds portfolios of data assets and platforms, but it does not disclose whether it is capitalized by a single principal, a group of families, or institutional limited partners (per public record).
What sectors does Third Street Data primarily invest in?
The firm focuses on data infrastructure and alternative datasets, with confirmed positions spanning point-of-sale data, maritime logistics feeds, and synthetic data generation platforms (public record). This places them at the intersection of enterprise software, fintech, and logistics.
Does Third Street Data generate recurring revenue from its assets?
Yes — the firm structures its data holdings into recurring subscription revenue streams, often resembling software-as-a-service models. This hybrid approach reduces reliance on one-off transaction economics (public record).
What is the geographic focus of Third Street Data's investments?
The firm operates primarily in North America, with selective exposure to data originating in European markets. They do not publicly list any offices outside of San Francisco.
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.
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