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EST. 2006 • NEW YORK • $1.4B AUM

Capital that compounds ambition into enduring value.

Celsius Capital Inc is an independent private investment firm backing founders, families and institutions across private equity, growth credit and real assets. We invest with discipline, operate with intensity, and hold for decades — not quarters.

$1.4B+Capital deployed
23.8%Net IRR since 2006
87Companies backed
Celsius Capital headquarters New York
● LIVE FUND III
$480M closed
Oversubscribed in 97 days
PORTFOLIO EBITDA +34%
TTM growth across core holdings • Audited 2025
01 — About the firm

Not a fund. A financial house built to last generations.

Meet our partners

Celsius Capital Inc was founded in 2006 in New York with a single conviction: patient private capital outperforms impatient public capital. From a $12M first vehicle, we have grown into a multi-strategy house managing $1.4 billion across buyouts, growth equity, private credit and real assets.

We are operators first. 70% of our investment team has run P&L, built factories, scaled SaaS or restructured balance sheets. We take board seats, we open customer doors, we recruit talent — and we stay through cycles.

“We don’t chase heat. We buy temperature — the underlying energy of great businesses — and let compounding do the work.” — Jonathan Celsius, Founder & Managing Partner

Today the firm serves 340+ families, founders and institutions, from first-generation entrepreneurs to endowments. Our capital is evergreen-aligned: partners have $180M of personal capital invested alongside clients.

✓ SEC Registered AdviserFiduciary standard, audited by Big Four, quarterly reporting.
✓ Skin in the gamePartners co-invest 12-15% in every deal.
✓ Operator network240+ CEOs & functional experts on call.
✓ ESG integratedCarbon-tracked portfolio, 41% diverse leadership.
Explore strategies →
Celsius Capital office tower
Celsius partners meeting
Capital charts
Managing partner
Jonathan Celsius
Founder, ex-Goldman Sachs Principal Investing • Wharton MBA • 27 years, 43 deals
02 — Strategies

Four engines. One compounding machine.

Minimums from $250k. Target net returns 14–24%. Quarterly liquidity windows on evergreen vehicles.

FUND I — BUYOUT

Private Equity Control

Majority buyouts of $15–120M revenue services, industrials and healthcare. Operational transformation, not financial engineering.

  • Target 22-26% IRR
  • Hold 5-7 years
  • $520M deployed
FUND II — GROWTH

Growth & Venture Capital

Minority checks $3–25M into SaaS, fintech, climate tech and consumer. Founder-friendly, milestone-based scaling.

  • 38 SaaS investments
  • Avg 3.4x MOIC
  • Board + hiring support
FUND III — CREDIT

Real Estate & Private Credit

Senior-secured lending on multifamily, logistics and medical office. 9-11% current yield with equity kickers.

  • 9.2% avg yield
  • 58% LTV average
  • Monthly distributions
WEALTH — PRIVATE CLIENT

Wealth Structuring & Family Office

Bespoke trusts, tax-efficient compounding, succession and philanthropy for $5M+ families. Dedicated CIO + CPA + counsel in one room. Includes estate planning, 529 & Roth ladders, direct indexing and concentrated stock hedging with zero-commission philosophy.

2026 OUTLOOK — FREE REPORT

Where private capital wins when rates stay higher

68 pages: middle-market multiples, distress watchlist, AI roll-ups, Sunbelt multifamily. Downloaded by 12,000 allocators.

$1.4BTotal AUM
3.1xAvg MOIC realized
0.8%Loss ratio
340+Families & institutions
03 — How we invest

Rigorous underwriting, radical ownership.

01

Source Proprietary

82% of deals are off-market via 1,400 founder & broker relationships. No auctions we can’t win on insight.

02

Underwrite Deeply

120-day diligence: customer calls, forensic accounting, unit economics teardown, management back-channel.

03

Operate Intensely

100-day plan, Celsius Operating Partners embedded, pricing, talent and M&A playbooks from day one.

04

Compound & Exit

Hold winners, bolt-on acquisitions, refinance to return capital early. Average hold 5.2 years, 31% IRR top quartile.

Investment analytics Trading and research
04 — Portfolio

Built, scaled, exited.

Become a partner company
Nova Logistics
Logistics • Exited 4.2x

Nova Logistics Group

Roll-up of 7 regional 3PLs into Sunbelt leader. EBITDA $8M → $41M in 4 years. Sold to strategic.

MedCloud
SaaS • Current 3.8x

MedCloud Systems

Healthcare billing SaaS. ARR $12M → $78M. Celsius recruited CRO, led 2 acquisitions.

Celsius Real Estate
Real Estate • Yield 10.1%

Sunbelt Multifamily Debt

$210M senior loans across Austin & Tampa. 62% LTV, 10.1% yield, zero defaults.

VoltEdge
Climate Tech • Current

VoltEdge Storage

Commercial battery platform. $18M Series B led by Celsius. 140% YoY growth.

Heritage Consumer
Consumer • Exited 3.1x

Heritage Food Co.

Artisanal CPG roll-up. National distribution in 4,200 stores. IPO 2023.

Fintech
Fintech • Current

LedgerPrime Pay

B2B payments for contractors. $45M revenue, profitable. Celsius credit + equity.

05 — Team

Operators managing your capital.

28 professionals • 11 partners • $180M insider capital • New York, Miami, Austin

Jonathan Celsius
Managing PartnerJonathan Celsius

Ex-Goldman Sachs. 27 years, founded firm 2006.

Sarah Whitman
Head of BuyoutSarah Whitman

Ex-Danaher ops. Led 14 industrials turnarounds.

David Park
Head of GrowthDavid Park

Ex-a16z. SaaS scaling, 22 venture deals.

Amara Okafor
Head of CreditAmara Okafor

Ex-Blackstone RE debt. $900M loans underwritten.

“Celsius doubled our EBITDA and treated our team like partners. Best decision we ever made.”


— Mark Ellison, CEO Nova Logistics (exited)

“They wired in 11 days when banks froze. Then helped us acquire two competitors.”


— Elena Ruiz, Founder LedgerPrime

“Our family’s capital compounded at 18% for a decade. Reporting is impeccable.”


— Private Client since 2014, Florida
06 — Insights / News

Research that moves capital.

Weekly memos from the investment committee. No noise, only underwriting.

Market outlook

2026 Private Market Outlook: Why Middle-Market Wins

Multiples compressed 28%. Dry powder at record. Our watchlist of 40 actionable targets…

Read full memo →
Real estate debt

Sunbelt Multifamily Debt: 10% Yield With 60% LTV

Why senior-secured real estate credit is the best risk-adjusted trade of the cycle…

Read full memo →
AI rollups

AI Roll-Ups: Buying Boring Services, Adding Brains

How we turn HVAC, legal and accounting firms into 40% EBITDA machines with AI…

Read full memo →
07 — Contact

Let’s discuss your capital.

Accredited investors, founders seeking $3–50M, and families planning generational wealth. Response within 24 hours.

  • ◉ New York HQ: 200 Park Avenue, 45th Floor, NY 10166
  • ◉ Phone: +1 (212) 555-0148
  • ◉ Email: [email protected]
  • ◉ Hours: Mon–Fri 9:00–18:00 ET
New York skyline

SEC DISCLOSURE: Past performance ≠ future results. All investments involve risk.