Known,
Up Close
Our Story
Formed in 2021, Known is the product of decades of experience, mentorship and historic firsts. It was founded by friends, mentees and mentors who came together with a singular goal: to build things that last and serve as vehicles for multigenerational, sustainable prosperity.
We know from first-hand experience that well-supported small businesses become middle-market wealth creation engines. And with the right capital, they can grow to become global leaders. Above all, we believe that founders, families, endowments, and every kind of business can deliver meaningful investment returns while also supporting social and economic regeneration.
“It’s a false paradigm to say that financial returns are at odds with everyday societal outcomes we can be proud of.”
- Jim Casselberry, Co-Founder,
Chairman of the Board
This is why we work with founders, family offices, and large asset owners to shift capital in ways that drive long-term value creation.
How do we do it? By opening the door to the segments of our economy to which others lack access.
Our competitive edge is simple: we have decades of experience building entire portfolios, covering all asset classes, within high-growth and under-capitalized sectors. That experience means we’re uniquely positioned to generate growth, ownership, and wealth in the economy driven by the managers and entrepreneurs in domains where our experience tells us the greatest opportunities for both performance and innovation exist.
Known is led by a team of seasoned financial professionals, investors, and deeply experienced business leaders.
“Known’s investment strategy allows investors to stay ahead of critical ... trends, serve a growing consumer base, enhance risk management, and identify investment opportunities that can have unique sources of alpha.”
- Karim Assef,
Chairman of Global Investment Banking at Bank of America Merrill Lynch*
*Bank of America is an investor in Known
