Multi-Family OfficeRIA · CRD 157251SEC-RegisteredPrivate Fund Adviser

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Ulysses Management

Ulysses Management traces its roots to 1997 when Joshua Nash established the firm. The Nash family wealth originated with Jack Nash, who sold Oppenheimer & Co.

Ulysses Management logo

Ulysses Management

Ulysses Management traces its roots to 1997 when Joshua Nash established the firm. The Nash family wealth originated with Jack Nash, who sold Oppenheimer & Co. and later co-founded Odyssey Partners. Joshua Nash serves as President and Founder while family members Beth Nash and Jack Nash maintain involvement in related philanthropic entities. The firm allocates across public securities, private equity, hedge funds and real estate. Investment stages include buyout, growth and venture capital. Structures encompass direct co-investments, SPVs, fund-of-funds commitments and secondaries. Geographies cover North America and Europe. Technology focuses include AI/ML, enterprise software and advanced materials. No specific portfolio company holdings appear in public records. Team size remains undisclosed. The firm maintains its headquarters at 1 Rockefeller Plaza in New York. Adjacent vehicles include the Goldberg/Nash Family Foundation and the Nash Family Foundation. Joshua Nash chairs Birthright Israel Foundation and serves as a director of American Friends of the Israel Museum. Leadership also holds membership in Young Presidents' Organization. Ulysses Management functions as a hybrid multi-family office that combines internal family capital with limited external mandates. This structure allows direct real-estate and private-equity execution while maintaining fund commitments. Governance separates investment decisions from the two named family foundations.

General information

Firm type

Multi Family Office

Year founded

1997

AUM

1892 (Altss estimate)

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Joshua Nash

President and Founder

Niraj Patel

Executive

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

Industrial TechMobility & TransportationRobotics & AutomationAgriTech & FoodTechFinTechPropTechData AnalyticsDigital HealthClimateTechEnergy Transition & RenewablesHealthcare ServicesInsurTech

Frequently asked questions

Who runs investment decisions at Ulysses Management?

Joshua Nash serves as President and Founder. Niraj Patel and Eric R. Burgess hold executive and operating partner roles focused on real estate, AI and private equity.

How does Ulysses Management source proprietary deal flow?

The firm relies on relationships developed through the Nash family network and club memberships including Young Presidents' Organization.

Is Ulysses Management structured as a single family office or does it operate more like a venture firm?

It operates as a multi-family office that accepts select external capital alongside internal Nash family assets.

Does Ulysses Management participate in fund commitments or only direct deals?

The firm executes both fund commitments and direct co-investments or SPVs across private equity, real estate and hedge funds.

What investment stages does Ulysses Management typically target?

Stages include buyout, growth equity and venture capital.

Where does the underlying wealth come from?

The capital originates from Jack Nash's sale of Oppenheimer & Co. and his co-founding of Odyssey Partners.

Does Ulysses Management maintain philanthropic structures, and how are they separated?

The firm oversees the Goldberg/Nash Family Foundation and Nash Family Foundation. Joshua Nash and Beth Nash manage these entities separately from investment activities.

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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