Female Investors in Family Office Asset Allocation
Historically underrepresented in senior roles within the financial industry, women…
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Vitale
Family Office
Vitale Family Office, a renowned investing agency, excels in astute wealth management and strategic financial navigation. Committed to long-term success, the firm tailors bespoke investment strategies to safeguard and optimize client prosperity.
Direct Private Investments and Family Office Management
Vitale Family Office, a San Diego-based private investment firm established in 2019, focuses on investments in lower middle market private equity and early-stage companies across diverse industries, including real estate, operating businesses, and equity ventures.
Investment Strategies of the Vitale Family Office
The Vitale Family partners with dynamic management teams, leveraging over 20 years of successful experience in starting, growing, and monetizing companies to accelerate growth in both early and later-stage businesses.
Real Estate
Real estate has consistently played a crucial role in the family's portfolio. Presently, they aim to acquire distinctive real estate portfolios, encompassing assets such as car washes, storage facilities, assisted living facilities, student housing, and more. Moving forward, the family is keen on diversifying its real estate holdings by adding multi-family assets, commercial real estate, and hospitality-related properties.
As of today, our current assets comprise:
- A portfolio of commercial real estate assets
- Retail stores
- Gas station properties
// Vitale Family Office
Investment Parameters
Vitale Family Office actively pursues investment opportunities in early-stage growth companies and established operating businesses.
Private equity prospects are:
- Stage: Our focus is on acquiring growth-oriented operating businesses with a minimum of 4 years of operating history.
- Geography: We are open to investments in any geographic area within the continental USA.
- Sector: We are open to evaluating businesses in any industry and sector.
- Size: Our target businesses have an EBITDA ranging from $2 million to $6 million, with identifiable growth opportunities.
- Structure: We aim to invest alongside management teams, partnering with them to support the company's next stage of growth.
// Vitale Family Office
Venture Capital Potential
The Vitale Family Office actively explores investment opportunities in early-stage growth companies and established operating businesses.
Venture capital prospects are:
- Stage: We focus on opportunities at the Seed and Series A stages, typically post-"Friends and Family," often being the initial and sole institutional capital provider.
- Geography: We consider investments in any geographic area, with a preference for opportunities based in Texas and California.
- Sector: Our approach is industry-agnostic, allowing us to opportunistically invest in a diverse range of sectors.
- Investment Size: Our commitment varies, ranging from $250,000 to $5,000,000, depending on the specific opportunity.
- Structure: While we are flexible in our investment structure, we do not entertain SAFE Notes or Convertible Note opportunities without a valuation cap.
// Vitale Family Office
Active Business Entity
An active business entity, also known as an operational enterprise, refers to a company or organization that is currently engaged in business activities. These entities have established operations and are typically in the process of providing goods or services to customers.
Industry Emphasis
B2B technology service providers.
Firms in the financial services sector.
Amazon product portfolios.
E-commerce platforms.
Framework
Capital for Expansion.
Controlling Stake.
Leveraged Acquisition.
Institutional Financing.
Portfolio Overview
Tech Solutions.
Financial Solutions.
Mobile Parks & RV Communities.
Gaming and Hospitality.
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Special Team Member
An active business entity, also known as an operational enterprise, refers to a company or organization that is currently engaged in business activities. These entities have established operations and are typically in the process of providing goods or services to customers.
Rose Vitale
Founder of VItale Family
Rose Vitale
Founder of VItale Family
Rose Vitale
Founder of VItale Family
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