Vision Ridge Partners

Reuben Munger is Managing Partner and Chief Investment Officer. He founded the firm in 2008 and sets the investment strategy. Justin Goerke, Founding Partner and President, manages the Sustainable Asset Funds from New York. George Polk, a partner who joined in 2018, focuses on climate-related investments (per firm website).

Vision Ridge identifies opportunities through its network of operating partners and industry relationships. The firm develops assets internally — for example, it partnered with Key Capture Energy to build a battery storage platform before the company was sold. Munger's board roles at Western Resource Advocates and the League of Conservation Voters also provide sector intelligence.

The firm invests across the capital structure and lifecycle of real assets — from development-stage infrastructure to operating assets. It takes direct ownership positions rather than fund commitments. Portfolio holdings include electric-vehicle charging network TeraWatt Infrastructure and agricultural assets, with a focus on transformation and long-term value creation (per firm website).

The firm focuses on three sectors: energy, transportation, and agriculture. Within energy, it invests in renewable electricity generation and battery storage. Transportation includes electrified mobility infrastructure. Agriculture covers sustainable farming and waste-to-energy. The firm does not invest in fossil-fuel extraction or conventional real estate (per firm website).

Vision Ridge invests primarily through direct ownership of assets and companies within its funds. The firm does not act as a fund-of-funds or invest in third-party vehicles. It develops, owns, and manages assets such as TeraWatt Infrastructure and Key Capture Energy directly (per firm website).