Asset Manager

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Tristone Capital

Tristone Group is a private investment company committed to the acquisition, and growth, of established companies. | Based in the heart of Manchester, Tristone...

Tristone Capital logo

Tristone Capital

Tristone Group is a private investment company committed to the acquisition, and growth, of established companies. | Based in the heart of Manchester, Tristone Capital is a privately owned investment company committed to the acquisition and growth of established, profitable and cash generative companies that deliver positive social impact.

General information

Firm type

Generalist

Year founded

2017

Location

Region

Europe

Country

United Kingdom

City

Manchester

Corporate office

Manchester, United Kingdom

Principals

Yannis Loucopoulos

Founder and CEO

Phil Ledgard

Chief Financial Officer

Rob Finney

Chief Operating Officer

Daryl Holkham

Director of Operational Corporate Governance

Dawn Lundergan

Director of Safeguarding

Sector focus

Real EstateHealthcare ServicesPrivate Credit

Frequently asked questions

Who runs investment decisions at Tristone Capital?

Yannis Loucopoulos, as Founder and CEO of the Tristone Group, leads investment decisions. The senior team includes CFO Phil Ledgard, COO Rob Finney, Director of Operational Corporate Governance Daryl Holkham, and Director of Safeguarding Dawn Lundergan — a governance structure that embeds operational and regulatory oversight directly into the investment-management function.

What assets does Tristone Capital own?

Confirmed portfolio assets include ProCare (Wales) Care Homes, a care-home operator based in North Wales, and Beyond Limits Properties, a commercial real estate vehicle in Plymouth. Both appear to be wholly owned operating subsidiaries held directly by the Tristone Group structure.

How is Tristone Capital structured for regulatory compliance in its care-home investments?

The presence of a dedicated Director of Safeguarding at senior management level is unusual for an investment firm and reflects the regulatory intensity of the UK care-home sector. This role, held by Dawn Lundergan, signals that Tristone embeds Care Quality Commission and safeguarding compliance directly into its investment governance architecture rather than outsourcing it to portfolio-company management.

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.

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