Long-term partnership and disciplined investing on behalf of other like-minded families and institutions.
Kateri (pronounced /kəˈtɛri/; ‘ka-teh-ree’) is derived from the ancient Greek word καρτερία (kartería), meaning perseverance, endurance, and steadfast resolve.
Focused on long-term, risk-adjusted returns through disciplined underwriting, flexible investing, and alignment with management teams.
Anchored by a family office, Kateri is focused on achieving attractive risk-adjusted returns over an extended period of time. Our approach emphasizes disciplined underwriting, a deep understanding of business fundamentals, and a long-term perspective on value creation. We maintain a flexible mandate that allows us to invest across industries, geographies, and capital structures where we see compelling opportunities. Across all investments, we prioritize alignment with management teams, thoughtful capital allocation, and building durable businesses that can grow and compound value over time.
Kateri is a lower middle-market investor that partners with founder-owned and closely held businesses positioned for their next phase of growth. We work alongside management teams as aligned owners, drawing on our experience and network to help companies scale efficiently, improve profitability, and build lasting enterprise value.
Kateri Real Estate Income Fund LP is an open-ended real estate investment vehicle focused on acquiring and managing properties that generate attractive, long-term, tax-efficient cash flow. The fund acquires assets with strong in-place yields in target markets which benefit from outsized growth and limited supply. Our team has over 50 years of combined institutional investment experience and success acquiring and selling U.S. real estate.
Kateri is led by experienced investors and operators with a shared focus on long-term value creation. We partner closely with management teams to help businesses grow, scale, and endure.
A snapshot of recent investments across industries and capital structures, reflecting our disciplined approach and long-term partnership mindset.
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Contact Us
For investment opportunities, partnership inquiries, or general questions, please get in touch with our team.
