TITLECARD CAPITAL GROUP, LLC

Thesis

TitleCard Capital Group, LLC is a registered investment adviser that manages private funds, including side car entities. Their strategy focuses on identifying profitable companies and enhancing their market presence through the marketing power of celebrity and influencer endorsements. They primarily invest in equity and debt securities of privately held companies. The firm targets sectors such as Technology, Consumer products and services, Specialty finance, Health and wellness, Media and entertainment, and Hospitality. Their approach involves recommending companies where personal brands and social influences can be leveraged for marketing campaigns, social media engagement, endorsements, and brand development. While specific stage preferences are not detailed, their focus on 'already-profitable companies' and 'buy-out companies' suggests a preference for more mature businesses. The geographic scope appears to be primarily within the United States. As of March 29, 2024, they reported managing $4.45 million in private fund assets, with a historical discretionary AUM of $9.7 million in 2015. They have less than $150 million in total assets under management and operate 18 private funds, registered as an exempt reporting adviser. The typical check size per investment deal is not explicitly stated, but they invested $9 million in Leesa in July 2015.