Active

Fundstrat Capital

General contacts

Investor type

VC / Fund of funds

Founded

2014

AUM

$4 000 M

Location

New York, New York, United States

Investment Ticket

$10-50 m

Investment Stage

Series A Seed Series B

Region of investment

North America Europe Asia

Investor profile last updated: 05 August, 2026

Profile

Fundstrat Capital is an independent financial research boutique based in New York City, founded in 2014. The firm is led by Thomas J. Lee, a seasoned Wall Street strategist with over 25 years of experience, previously serving as J.P. Morgan's Chief Equity Strategist. The team includes experts like Mark L. Newton, Head of Technical Strategy, and Sean Farrell, Head of Digital Asset Research, bringing a wealth of experience from top financial institutions.

Fundstrat specializes in providing strategic market insights and evidence-based research to institutional investors, RIAs, and individual investors. Their focus spans sectors such as technology, AI, blockchain, and financial services. They offer tailored research and co-branded reports, with a commitment to delivering actionable intelligence. The firm manages significant assets through funds like the Fundstrat Granny Shots U.S. Large Cap ETF.

Notable investments and collaborations include partnerships with hedge funds and banks, equipping them with market dynamics insights. Fundstrat's research leadership is recognized for its strategic market outlooks and media appearances, enhancing their clients' investment processes.

Industry

Consumer Products Consumer Services (B2C) Financial Services Fintech Healthcare Services Blockchain/Crypto AI Technology Industrial Real Estate Utilities Energy

Fundstrat Capital Funds

Name	Type	Industry	Stage	Region	Size	AUM	Launch date
Fundstrat Granny Shots U.S. Large Cap & Income ETF	Fund of funds	Healthcare Services Industrial Real Estate Utilities Technology Energy	Seed Series A Series B	North America	$5-10 m	$53 M	November 2025
Fundstrat Granny Shots U.S. Large Cap ETF	Fund of funds	Consumer Products Consumer Services (B2C) Healthcare Services Industrial Technology Energy	Seed Series A Series B	North America	$5-10 m	$4000 M	November 2024

Contacts

Name

Title

Social Networks

John Bai Co-Founder, Head of Sales

Co-Founder, Head of Sales

j•••@•••

Kent Fung Vice President, Market Intelligence

Vice President, Market Intelligence

k•••@•••

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Investment-team contacts for Fundstrat Capital — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
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Contacts sourced from the firm's website and LinkedIn, re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

FAQs about Fundstrat Capital

Is Fundstrat Capital a venture capital or private equity firm?

Fundstrat Capital is a venture capital firm that also operates as a fund of funds. It backs companies at Series A, Seed and Series B, writing tickets of $10-50 m.

Where is Fundstrat Capital located?

Fundstrat Capital is located in New York, New York, United States.

When was Fundstrat Capital founded?

Fundstrat Capital was founded in 2014.

What sectors and industries does Fundstrat Capital invest in?

Fundstrat Capital invests in companies and startups in Consumer Products, Consumer Services (B2C), Financial Services, Fintech, Healthcare Services, Blockchain/Crypto, AI, Technology, Industrial, Real Estate, Utilities, Energy.

What is Fundstrat Capital geographical focus of investments?

Fundstrat Capital invests in companies and startups in North America, Europe, Asia.

At what stages of companies and startups does Fundstrat Capital typically invest in?

Fundstrat Capital invests in companies and startups at Series A, Seed, Series B.

What is the usual amount of Fundstrat Capital investment?

Fundstrat Capital usually invests $10-50 m on average.

What is the amount of assets of under management (AUM) for Fundstrat Capital?

Fundstrat Capital has around $4 000m assets under management.

When was Fundstrat Capital last fund created?

Fundstrat Capital last fund was created/launched in 2025-11-18

What are the contacts of Fundstrat Capital?

Fundstrat Capital can be reached through its website fundstrat.com, its LinkedIn page and its X account. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Fundstrat Capital — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

Can I access Fundstrat Capital data via API or MCP?

Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query Fundstrat Capital directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.

When was the Fundstrat Capital profile last updated?

Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 05 August, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.