Fulton Asset Management

Family Office Chicago, United States

Overview

Fulton Asset Management is a multi-generational family office based in Chicago, Illinois, specializing in investments within the industrial manufacturing, aerospace, and real estate sectors across the United States. The firm partners with owners and operators to grow companies carefully, bringing expertise in metals and manufacturing, clear thinking on markets and finance, and a calm, relationship-first approach. Their investment focus includes industrials, aerospace, and real estate, with a patient ownership model and aligned incentives. They emphasize operator-led businesses, understanding processes, supply chains, and quality systems, and prioritize stewardship by protecting culture, planning for succession, and building for decades. Fulton Asset Management's approach is discreet and straightforward from first contact, with a focus on direct conversation with principals, confidentiality from the start, clear information requests, and respect for time and schedule. They are based in Chicago, working with like-minded operators and families across the United States.

Investment Focus

  • Established companies with strong management teams
  • Businesses with potential for growth and value creation
  • Opportunities in industrial manufacturing, aerospace, and real estate sectors

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Frequently asked questions about Fulton Asset Management

What sectors does Fulton Asset Management invest in?

Fulton Asset Management invests in Real Estate, Industrial Manufacturing and Aerospace, and is based in Chicago, United States. Fulton Asset Management is listed as a family office in the ConnectSafely investor database.

What stage does Fulton Asset Management invest at?

Fulton Asset Management backs companies at Growth, Late Stage and Buyout.

Which regions does Fulton Asset Management invest in?

Fulton Asset Management invests across United States.

Who are the partners at Fulton Asset Management?

Team members listed for Fulton Asset Management include Lauri Joffe (VP Portfolio Value Creation) and Lee Rittenberg (VP. Search & Acquisitions).

How do I contact Fulton Asset Management?

Fulton Asset Management's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database