# Falcon Investment Advisors: portfolio, investments and team > Falcon Investment Advisors is a private credit based in United States. 5 investments on record, latest Sept 2015. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/falcon-investment-advisors (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Falcon Investment Advisors Filed with the SEC to raise a fund in Nov 2025, closing $346M. Last cheque observed Sep 2015. Quiet New fund $346M, Nov 2025 Private credit Debt Consulting Health Care Investment Management Cheques on record **0%** of best year **0** **cheques in 12 months**, 5 on record Since the last cheque **4053** days **00** hrs **00** min **00** sec Median round **$40M** Rounds led **0 of 5** Sole investor **2 rounds** Exits **1 from the portfolio** Pitch Falcon Investment Advisors ## Falcon Investment Advisors highlights - 01 5 rounds on record - 02 Mostly Debt and Growth: 80% of its rounds - 03 Sole investor in 2 rounds, median $28M - 04 1 exits from the portfolio ## What they do > Falcon is a highly experienced fund manager providing junior credit to middle market businesses driving growth in the North American economy. From their own website - **Type:** Private credit - **Cheque size:** Not stated - **Stages:** Debt - **Sectors:** Consulting Health Care Investment Management - **Based in:** Boston, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **5 appearances** - **2015** 2 rounds - **Sept** **[Everyone Counts](https://millionrounds.com/company/everyone-counts)** Debt · US **$16M** Sole investor - **Sept** **[Village Roadshow Entertainment Group](https://millionrounds.com/company/village-roadshow-entertainment-group)** Growth · US **$480M** With 2 others - **2013** 1 round - **Feb** **[ecoATM](https://millionrounds.com/company/ecoatm)** Debt · US · techcrunch.com **$40M** Sole investor - **2006** 1 round - **Oct** **[Digital Domain](https://millionrounds.com/company/digital-domain)** Venture **$31M** With 1 other - **2003** 1 round - **Jul** **[Broadlane](https://millionrounds.com/company/broadlane)** Debt **$50M** With 3 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **8 named** AP **Anju Pothunnah Mathoora** Class B Manager of the GP i Filing they signed CA **Christophe Antoine Pierre Preney** Class B Manager of the GP i Filing they signed JD **Jason Daniel Ash** Chief Financial Officer and Chief Compliance Officer i Form ADV JS **John S. Schnabel** Officer of the GP LLC i Filing they signed ME **Matthew E Prout** Class A Manager of the GP i Filing they signed SD **Sandeep Driner Alva** Officer of the GP LLC i Filing they signed SG **Sven Grasshoff** Officer of the GP LLC i Filing they signed SK **Sven-Ulrich Kurt Grasshoff** Vice President i Form ADV We also hold **58** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$3.3B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Falcon Investment Advisors, LLC - **SEC number:** CRD 161548 Funds on its Form ADV **8** private funds, **$4.6B** in gross assets · filed Jul 2024 - Falcon Private Credit Opportunities VI, L.P. *Private equity* 60 investors $1.8B - Falcon Strategic Partners V, L.P. *Private equity* 68 investors $973M - Falcon Strategic Partners IV, L.P. *Private equity* 65 investors $668M - Falcon Structured Equity Partners, L.P. *Private equity* 35 investors $315M - ONEX Falcon Private Credit Opportunities VII (Luxembourg), SCSP *Private equity* 7 investors $294M - ONEX Direct Lending Cayman Fund, LLC *Private equity* 512 investors $225M - ONEX Falcon Private Credit Opportunities VII, L.P. *Private equity* 5 investors $164M - Falcon Strategic Partners III, L.P. *Private equity* 30 investors $143M ## What they claim to have backed From their own portfolio page (on their website) **0** of 6 we have independently watched raise Onlinedoctor Private Equity Sleepdoctor Sleepfoundation Testing Tuck Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded. ## Exits from the portfolio Companies it backed that were later bought or listed **1 in all** **[ecoATM](https://millionrounds.com/company/ecoatm)** Bought by [Outerwall](https://millionrounds.com/fund/outerwall) **$350M** Jul 2013 An exit counts when it came after the firm's first round in the company. From historical deal records. New fund on file **$346M** raised in Nov 2025 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Debt Median round joined **$40M** the round, not its cheque Alone, median **$28M** Led 0 of 5 rounds **0%** - **Sole investor:** 2 rounds - **Last cheque:** Sept 2015 - **Exits:** 1 from the portfolio Rounds by stage said on their site - Debt said *3* - Growth *1* - Venture *1* Cheques by year Led Joined 2003 2015 **Pitching Falcon Investment Advisors?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Falcon Investment Advisors ### What does Falcon Investment Advisors invest in? Falcon Investment Advisors invests most often at Debt and Growth (80% of the rounds on record), in sectors such as Consulting, Health Care and Investment Management. ### How active is Falcon Investment Advisors? 5 investments on record, 0 of them in the last 12 months. The most recent was in Sept 2015. ### How big are Falcon Investment Advisors's cheques? The median round it joins is $40M. ### Does Falcon Investment Advisors lead rounds? Rarely, if at all: none of its 5 investments on record names it as the lead. ### Is Falcon Investment Advisors investing now? No investments in the last 12 months; the latest was in Sept 2015. ### What kind of investor is Falcon Investment Advisors? Falcon Investment Advisors is a private credit firm based in Boston, United States. ### How much does Falcon Investment Advisors manage? About $3.3B, as regulatory assets under management (Oct 2026). ### Has Falcon Investment Advisors raised a new fund? Its latest fund filing with the SEC was in Nov 2025, reporting $346M raised. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=falcon-investment-advisors) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=falcon-investment-advisors)