Principal Invest
Sydney family office founded in 2015, managing over A$300m of discretionary capital across private equity, property, listed equities, debt and hedge funds.
USEFUL FOR Fund managers raising capital · Business owners seeking a long-term partner · Co-investors
Family & background
- HEADQUARTERS
- Sydney, Australia
- FOUNDED
- 2015
Investment approach
- GEOGRAPHY
- Global
- ROUTES
- Companies (own capital) · Funds (as LP)
- STRATEGIES
- Private equityReal estatePublic equitiesPrivate creditHedge fundsDirect investments
Overview
Principal Invest says it was founded in 2015 to manage the investment activities of a family office and is funded by discretionary capital. It reports managing more than $300 million across a global multi-asset portfolio covering private equity, property, listed equities, senior debt, structured credit and hedge funds, investing directly and alongside co-investors. Its private equity programme ranges from passive minority stakes to controlling interests; early-stage ventures are not a core focus. Its site states assets of more than 300 million without naming the currency.
Investment thesis
Entrepreneurial, discretionary capital invested across public and private markets in equity and debt; in private equity it looks for profitable businesses with backable management teams, from minority stakes to control.
People
Frequently asked questions
Principal Invest is a single family office based in Sydney, Australia, founded in 2015.
Principal Invest invests its own capital into companies and in third-party funds as an LP. Its stated asset mix includes private equity, real estate, public equities, private credit, hedge funds and direct investments.
Principal Invest invests in Fintech, Software & SaaS, Food & Agriculture and Real Estate & PropTech.
Key people at Principal Invest include Justin Epstein (Principal) and Greg Wang (Principal).