OUR MISSION

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Volery Capital Partners is a private equity firm that invests in asset managers that generate positive environmental and social impact. We provide growth equity and strategic support to best-in-class investment managers, and will also selectively pursue direct, co-investment and other opportunistic transactions. Our goal is to back top-performing management teams and to accelerate their efforts to achieve new levels of performance, growth and impact.

// IMPACT AMPLIFIED //

We believe that making capital available to ​asset managers that generate positive environmental and social impact is impact investing. Amplified.

​​​INVESTMENT STRATEGY

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We are value-added partners focused on helping best-in-class asset managers ​​increase financial returns, drive firm growth, ​create enterprise value and maximize environmental and social impact.

INVEST

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Invest in commercially driven, ​
​impact ​oriented asset managers

IMPROVE

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Help asset managers to achieve
​operational excellence

SCALE

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Enable asset managers to ​​grow their AUM and increase positive impact

WHY ASSET MANAGERS CHOOSE VOLERY

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Volery’s growth equity strategy and value-added process provide several key benefits for asset managers:

+ Capital to fund firm growth, provide liquidity for existing shareholders, and facilitate succession plans

+ Assistance raising capital as a principal

+ Institutional expertise, roadmaps, benchmarking, and introductions to LPs, consultants, and other strategic advisors

​+ Hands-on partner for co-investing, secondaries, and seeding new products 
​
+ Strategic support in managing and measuring environmental and social impact

EXPERIENCED TEAM

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We are business builders and investment professionals.
​We have spent our careers investing in and scaling companies and asset management platforms.

EMANUEL CITRON
Managing Partner

• Extensive private equity experience, including investments in 10 asset managers totaling more than $1.7 billion invested and capital raises totaling more than $15 billion
• Prior: Stone Point Capital; Beacon Group
• Wharton, MBA (Palmer Scholar); Wharton, BS (Magna Cum Laude)

DANIEL C. STEIN
Managing Partner

• ​Seasoned private equity executive, including 12 years as CEO of an alternative investment platform; fully realized track record, 35+ investments
• Prior: MacAndrews and Forbes; Dimensional Associates
• ​Cornell University, BS
  

MICHAEL PERTNOY
Partner – Head of Operations &
​Business ​Development

• Social entrepreneur and innovation-focused corporate development executive with operational, strategic, and transactional experience
• Prior: Deluxe Entertainment Services Group; Righteous Pictures
• University of Pennsylvania, BA (Cum Laude)
  

ELLEN MAGINNIS
Impact Officer​

• ​Sustainability and impact measurement professional with 12+ years of experience working with the private sector on social and environmental issues​, developing impact frameworks, and sustainability standards
• Prior: Global Impact Investing Network (GIIN); PricewaterhouseCoopers (PwC)
• Johns Hopkins University, MA; Johns Hopkins University, BA (with Honors)

CORT AHL
Vice President

• 5 years of experience as an investment professional and more than 7 years of experience in the financial services industry with deep private equity investment expertise
• Prior: Apollo Global Management; Neuberger Berman; Nomura
• ​Duke University, BA
  

KENZIE COLGAN REINOSO
VP, Marketing / IR

• 10 years of experience in business development, asset management and the non-profit sector developing marketing strategies and working with asset owners to leverage their capital to create a positive impact
• Prior: Work Capital; ImpactAssets; Acumen Fund
• Skidmore College, BA (Cum Laude)
  

MELISSA ENG
Associate

• Experience building out, maintaining, and streamlining business operations
• Prior: Share Local Media; Stone Point Capital
• Bucknell University, BA (Magna Cum Laude)
  

Volery backs asset managers across a spectrum of
impact orientations and asset classes. 

​​​INVESTMENT AREAS

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Volery targets managers across ​asset classes and impact categories, ​including:

Private Equity
Climate & Energy
Consumer
Education & Workforce Development
Emerging Markets
Financial Services
Generalist
Health & Wellness
Industrials
Media & Telecommunications
Specialty Strategies (i.e. Veterans)
Venture

Real Estate
​Affordable Housing
Green CRE
Sustainable Living
Opportunity Zones
Urban Development

Real Assets
Food & Agriculture
Timber
Water
​Renewables
​Other Infrastructure

Public Markets
​Hedge Funds
​Public Equities

Credit / Fixed Income
Consumer / SME Lending
​Microfinance
Specialty Finance

MEASURING IMPACT

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For all investments, Volery evaluates the process by which asset managers manage environmental and social factors as well as the performance that results. This framework guides our understanding ​​​of each ​asset manager's ​​capabilities, objectives, ​and resulting performance throughout the investment process.

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volery (vōl’er-ee)
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