Chicago Atlantic

Overview

Chicago Atlantic is a private markets alternative investment manager specializing in providing capital to companies and industries with limited access to traditional financing. Their investment strategies include cannabis-focused private credit, opportunistic and niche direct credit, and real estate finance. The firm targets idiosyncratic markets and smaller companies often overlooked by other lenders, structuring highly secured loans with potential equity upside. They source opportunities through an extensive originations network, aiming to deliver attractive net risk-adjusted returns and consistent income. Chicago Atlantic's portfolio includes investments in various sectors such as cannabis, technology, healthcare, and real estate. Their approach emphasizes rigorous risk mitigation and seeks to deliver attractive net risk-adjusted returns relative to mainstream direct lending, consistent quarterly income, and long-term capital preservation.

Investment Focus

• State-licensed cannabis operators in the U.S.
• Companies in idiosyncratic markets with limited access to traditional financing
• Businesses seeking growth capital or acquisition financing

Portfolio Companies