PE Firm · Capital Allocator
Firm Overview
32
Portfolio tracked
0
Sectors
0
Regions
11/7/2026
Last verified
Private investment firm investing across public and private markets.
Leadership
Tushar Patel
Chairman & Founder
Founder and Chairman of Tarsadia Investments, based in Newport Beach.
Mitchell Caplan
Chief Executive Officer
Chief Executive Officer of Tarsadia Investments, working out of the Office of the Chairman.
Vikram Patel
Managing Director, Head of Tarsadia Capital
Leads the Tarsadia Capital division from the New York office.
Michael Ching
Managing Director, Head of Research & Liquid Strategies
Responsible for Research and Liquid Strategies at the firm's New York office.
Gautam Patel
Managing Director, Head of Life Sciences
Head of the Life Sciences practice based in New York.
Rishi Reddy
Managing Director, Head of Alpha-T Direct (ATD)
Leads the Alpha-T Direct (ATD) initiative from Newport Beach.
Ed Coss
Executive Vice President & Chief Legal Officer
Serves as Executive Vice President and Chief Legal Officer within the Office of the Chairman.
David Browne
Chief Financial Officer
Oversees the firm's financial operations from Newport Beach.
Andrew Yeung
Chief Operating Officer, General Counsel
Holds a dual role as COO and General Counsel based in New York.
Alkesh Patel
Senior Vice President, Head of Real Estate
Leads the firm's Real Estate practice as a Senior Vice President.
Gerard Forster
Chief Technology Officer
Manages the firm's technology infrastructure and strategy.
Viman Singh
Principal, Head of Strategic Opportunities
Leads the Strategic Opportunities practice based in Newport Beach.
Shankar Raman
Principal, Head of Commodities Trade Capital
Head of the Commodities Trade Capital division in New York.
Kai MacDonald
General Counsel
Serves as General Counsel for the firm in Newport Beach.
Gregory Caplan
Principal
A senior member of the investment team based in Newport Beach.
Portfolio by sector
- Healthcare13 (48%)
- Financial Services11 (41%)
- Business Services1 (4%)
- B2B Software1 (4%)
- Consumer1 (4%)
27 of 31 tracked portfolio companies of Tarsadia Investments carry a sector label we can map; shares are of those 27. See the methodology.
Portfolio on record
Portfolio by sector
- Financial Services12 of 32
- Healthcare12 of 32
- Unclassified4 of 32
- B2B Software2 of 32
- Business Services1 of 32
- Consumer1 of 32
32 portfolio companies on record in the index, grouped by sector hub.
Current and exited
Current: 31 of 32Exited: 1 of 32
Portfolio size among all firms
32 companies on record, more than 51% of the 405 firms in the index.
0885 companies (log scale)
Portfolio Companies
| Company | Sector | Status | Website |
|---|---|---|---|
| Amneal Pharmaceuticals | Pharmaceuticals | Current | Visit ↗ |
| Asana Biosciences | Life Sciences / Biotech | Current | Visit ↗ |
| Real Estate / Hospitality | Current | Visit ↗ | |
| Bolttech | Fintech / Insurtech | Current | Visit ↗ |
| Brightvine | Fintech / Web3 | Current | Visit ↗ |
| ChronicleBio | Healthcare / Techbio | Current | Visit ↗ |
| Citadel Access Solutions | Commercial Services / Access Control | Current | Visit ↗ |
| Healthcare Services | Current | Visit ↗ | |
| Creditas | Fintech | Current | Visit ↗ |
| Erasca | Life Sciences / Oncology | Current | Visit ↗ |
| Healthcare / AI | Current | Visit ↗ | |
| Fintech / Commodities | Current | Visit ↗ | |
| Justo | E-commerce / Grocery | Current | Visit ↗ |
| Kashiv Biosciences | Biopharmaceutical | Current | Visit ↗ |
| Life Sciences / Oncology | Current | Visit ↗ | |
| Konfio | Fintech / Banking | Current | Visit ↗ |
| Lereta | Financial Services / Real Estate | Current | Visit ↗ |
| Real Estate / Marketplace | Current | Visit ↗ | |
| Life Sciences / Omics Data | Current | Visit ↗ | |
| Metallica Commodities | Commodities | Current | Visit ↗ |
| Fintech / Banking | Current | Visit ↗ | |
| Nvoicepay | Fintech / Payment Automation | Current | Visit ↗ |
| Travel / Hospitality | Current | Visit ↗ | |
| Pagos | Fintech / Payments Data | Current | Visit ↗ |
| Petal | Fintech / Credit Cards | Current | Visit ↗ |
| Phil | Healthcare / Specialty Pharmacy | Current | Visit ↗ |
| Biopharmaceutical | Current | Visit ↗ | |
| Real Estate Portfolio | Real Estate | Current | Visit ↗ |
| Steel Peak JV | Real Estate | Current | Visit ↗ |
| Tarsadia Strategic Opportunities (TSO) | Alternatives | Current | Visit ↗ |
| TrueMotion | Insurtech / Telematics | Exited | Visit ↗ |
| Willow Wealth | Fintech / Alternative Investments | Current | Visit ↗ |
Source: https://tarsadia.com/portfolio
Firms that also back Tarsadia Investments' companies
Co-investor web
Line width shows shared portfolio companies on record in the index. Top 8 co-investors shown.
Andreessen Horowitz2 shared companies
Fifth Wall1 shared company
Lewis & Clark Partners1 shared company
Mayfair Equity Partners1 shared company
Pillar VC1 shared company
Quiet Capital1 shared company
Silver Lake1 shared company
TMV1 shared company
Questions about Tarsadia Investments
- Which sectors does Tarsadia Investments invest in?
- Of the 32 portfolio companies we can classify, the largest groups are Healthcare (13), Financial Services (11) and Business Services (1).
- How many portfolio companies does Tarsadia Investments have?
- PE Firm Index tracks 32 Tarsadia Investments portfolio companies from the firm's public portfolio page, as of 2026-10-26. The firm's own count may differ, for example where exited companies are listed.
- Who leads Tarsadia Investments?
- Public sources name Tushar Patel (Chairman & Founder), Mitchell Caplan (Chief Executive Officer) and David Browne (Chief Financial Officer) among Tarsadia Investments's leadership.
- Which firms are similar to Tarsadia Investments?
- By overlap in portfolio sectors in this index: Nordic Capital, GTCR and CrossHarbor Capital Partners.
Sources for this profile, updated 2026-10-26
This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Tarsadia Investments and does not provide investment advice.
Firms similar to Tarsadia Investments
Nordic Capital
Both hold Healthcare and Financial Services companies; 73 tracked portfolio companies.
GTCR
Both hold Healthcare and Financial Services companies; 83 tracked portfolio companies.
CrossHarbor Capital Partners
Both hold Healthcare and Financial Services companies; portfolio not yet mapped.
Genstar Capital
Both hold Healthcare and Financial Services companies; 37 tracked portfolio companies.
Chosen from this index by overlap in portfolio sectors, then by portfolio size. Not a ranking or a recommendation.