# Ulysses Management

Ulysses Management is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1997
- **Assets under management:** $1B+
- **Website:** ulyssesmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/ulysses-management-llc

## Regulatory record

- **CRD number:** 157251
- **SEC file number:** 801-73433
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-13T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157251

## About

Ulysses Management traces its roots to 1997 when Joshua Nash established the firm. 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.

## Sectors

- Industrial Tech
- Mobility & Transportation
- Robotics & Automation
- AgriTech & FoodTech
- FinTech
- PropTech
- Data Analytics
- Digital Health
- ClimateTech
- Energy Transition & Renewables
- Healthcare Services
- InsurTech

## People

- Joshua Nash — President and Founder
- Niraj Patel — Executive

## 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.

### 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.

## Related profiles

- [Abacus Planning Group](https://altss.com/profile/abacus-planning-group-inc)
- [Roundview Capital Family Office](https://altss.com/profile/roundview-capital-family-office)

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Last updated: 2026-08-10T18:03:08.091Z

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