# Third Street Data

Third Street Data is a HR Technology / Recruiting Software based in San Francisco, United States.

## Overview

- **Organization type:** HR Technology / Recruiting Software
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/third-street-data

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Data Infrastructure
- Enterprise Software
- FinTech

## 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).

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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