A Privately Held Family Investment Office.
Deploying long-term capital across operating businesses, sports & entertainment, real assets, and select platforms.

About Charlee Capital

Charlee Capital is a privately held family investment office deploying long-term capital across sports, real assets, real estate, and select technology-enabled platforms.

Our approach is informed by a multigenerational operating heritage and a disciplined focus on tangible assets, strong operators, and durable platform development.

Prior to founding Charlee Capital, our team built and led a national equipment leasing platform and completed a successful transaction with a global infrastructure investor. Following the transaction, we supported the platform’s institutional transition and expansion into specialized asset classes, including a cold-chain business.

Today, Charlee Capital invests selectively with a long-term orientation, partnering where strategic involvement and disciplined capital allocation create durable value.

Investment Approach

We pursue a flexible investment approach spanning active and passive positions, co-investments alongside institutional partners, and selective operating-level involvement.

Active & Operating Investments

We invest directly with management teams and, where appropriate, engage at the operating or board level to support growth, institutionalization, and long-term value creation.

Passive & Co-Investments Structures

We deploy capital through passive positions and co-invest alongside institutional partners, sponsors, and experienced operators.

Long-Term, Disciplined Capital

We allocate patient family capital with a long-term orientation, prioritizing alignment, downside protection, and sustainable value over short-term outcomes.