Lancaster Investments

Overview

Lancaster Investments invests directly in young companies across diverse industries, with a focus on strengthening Greater Madison’s entrepreneurial ecosystem. The firm also provides consulting, programming, and research for industry stakeholders supporting early-stage companies. https://www.lancasterinvts.com/about

History

Lancaster Investments says it was founded in 2014. Its work includes investing in companies from seed through growth stages, providing equity capital, and supporting companies as they scale.

Leadership

Jon Lancaster is Managing Director, and David Becker is Director of Operations. Tracy Yaktus serves in Project Development, Don Brumm is Senior Advisor, and Houston DiMaggio is Analyst. https://www.lancasterinvts.com/our-team

Services

Lancaster Investments provides equity capital and support for scaling companies from seed through growth stages. The firm also provides consulting, programming, and research for industry stakeholders supporting early-stage companies. https://www.lancasterinvts.com/ https://www.lancasterinvts.com/about

What the firm offers

• Private and alternative investments

Client and Investment Focus

The firm’s direct investment activity centers on young companies across diverse industries. Its venture portfolio lists Accern, American Provenance, Apptega, AutoAP, Blue Line Battery, Curate, FactoryFix, LaneHub, Revio Insight, Newtrul, Shine, Tango, Polco, Driftless Extracts, LastLock, Carketa, PowerOnly Transit, and Vero. https://www.lancasterinvts.com/startups

Lancaster Investments reports partnerships with companies and platforms including the Gener8tor accelerator. https://www.lancasterinvts.com/about

Real Estate

Lancaster Investments’ real estate activities include multifamily, retail, and storage assets. Listed projects include Cross Hill Heights in Madison, Corner Retail Space in Madison, and Deer Springs in Las Vegas. The firm describes its real estate work as developing assets for communities. https://www.lancasterinvts.com/real-estate

Approach

The firm combines equity capital and support for scaling companies with consulting, programming, and research for industry stakeholders supporting early-stage companies. Its work also includes direct investments in young companies across diverse industries, reported partnerships with companies and platforms including the Gener8tor accelerator, and real estate activities involving multifamily, retail, and storage assets.

FAQs

Related resources

• LocationMultifamily offices in Madison

  The Multifamily offices in Madison page gives local context for comparing firms serving families and business owners in the area. It can help readers place Lancaster Investments alongside Madison based providers while considering how private and alternative investments may fit their capital needs.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com offers a broader directory for reviewing how corporate venture capital firms approach company investing. Readers can use it to compare investment structures, sector interests, and stage preferences with Lancaster Investments' stated focus on providing equity capital and support from seed through growth stages.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com provides directories and playbooks focused on family owned companies. A business owner can use these materials to consider issues such as succession, growth funding, and outside investment before assessing whether Lancaster Investments' private and alternative investment services fit the family's circumstances.

• GuideThe annual MFO review

  The annual MFO review provides a recurring reference point for understanding developments among multifamily offices and related investment providers. Readers considering a Madison focused firm can use it to frame questions about private investments, alternative strategies, client support, and how services may align with their broader holdings.

• Similar firmsEndowment Wealth Management, Inc.
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  ACCESS WEALTH MANAGEMENT, LLC

  Profiles for Endowment Wealth Management, Inc., Aaron Wealth Advisors, and ACCESS WEALTH MANAGEMENT, LLC offer similar comparison points on MultifamilyOffices.com. Reviewing these firms can help a reader distinguish advisory models, local presence, and investment services while evaluating Lancaster Investments for private and alternative investment needs.

Sources

1. https://www.lancasterinvts.com/
2. https://www.lancasterinvts.com/about
3. https://www.lancasterinvts.com/our-team
4. https://www.lancasterinvts.com/startups
5. https://www.lancasterinvts.com/real-estate

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.