Company lists · Data refreshed September 2026

Top 21 Private markets firms based in Charlotte, United States

RevenueBase identified 43 private markets firms headquartered in Charlotte, United States as of September 2026 and tracks 2,513 professional contacts across them, including 1,529 with verified work emails. New York is the largest hub.

This list covers private markets firms headquartered in Charlotte, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
43Companies
2,513Contacts tracked
1,529Verified emails
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The 21 largest private markets firms based in Charlotte, United States

Ranked by team size
Top 21 of 43 private markets firms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to private markets firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261,001-5,0002,033 contacts →

Indirect evidence

“Barings is a $502 billion* global alternative asset manager that partners with institutional, insurance and wealth clients and supports leading businesses with flexible financing…”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202651-200219 contacts →

Indirect evidence

“Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202611-5026 contacts →

Indirect evidence

“New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202611-5026 contacts →

Indirect evidence

“Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202611-5019 contacts →

Partial evidence

“FCA Partners is a real estate investment management company that pursues commercial real estate investment opportunities in high-growth markets on behalf of institutional capital.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202611-5016 contacts →

Partial evidence

“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202651-2007 contacts →

Indirect evidence

“GEM is a leading investment management firm dedicated to protecting and growing the multigenerational capital of long-term investors.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202611-506 contacts →

Partial evidence

“Selwyn Equity Partners is a progressive private equity firm with a unique and disciplined approach to helping companies achieve their business and human potential.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“An innovative private equity firm based in Charlotte, NC.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“The Zabel Companies ("Zabel") is a private investment firm dedicated to partnering with management teams to build small private companies over the long term.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Preserve | Strengthen | Grow ™ Bringing Institutional Investment Management Capabilities to Clients.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202611-504 contacts →

Partial evidence

“GBC was founded in 2004 as a private wealth investment advisor, headquartered in Charlotte, North Carolina.”

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

Private markets and alternative investments have long offered diversification beyond public markets and access to a distinct opportunity set, exposure historically reserved for…”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Old Well Partners is a global investment firm managing capital on behalf of leading institutional investors and family offices.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Hale Partnership Capital Management, LLC, is an independent investment adviser formed in Charlotte, North Carolina in July 2010.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Seward Capital serves high net worth individuals, family offices and institutions.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Legend is the part of the map that gives a map meaning.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Eastern Federal Corporation and its affiliates Consolidated Realty Company, M&S Shopping Centers, and General Shopping Centers (together, “EFC”) have invested in real estate and…”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Northwestern Capital Partners, LLC is a uniquely diversified merchant banking and advisory firm.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Salem Capital is an experienced Family Office in Charlotte NC focusing on the management of investments in various asset classes and businesses: Commercial Real Estate and Private…”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202611-501 contacts →

Partial evidence

“Byron Financial is a private, independently managed wealth management firm delivering comprehensive financial services to a select number of ultra-high net worth clients across…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 21 of 43 private markets firms based in Charlotte, United States

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Private markets firms based in Charlotte, United States at a glance

As of Sep 20, 2026
60.8%Verified-email coverage
58.4Average contacts per company
1-10Median size (employees)
2369.8%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
25
11-50
13
51-200
3
1,001-5,000
1
5,001-10,000
1

Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 43 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among private markets firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Charlotte, United States whose own description of what they do matches “private markets firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names private markets firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among private markets firms, and records with no verified work email. Companies headquartered outside Charlotte are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 1,529 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names private markets firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many private markets firms are there based in Charlotte, United States?

RevenueBase identified 43 private markets firms headquartered in Charlotte, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Barings, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most private markets firms?

New York leads with 1019 headquartered companies, followed by Chicago (202) and Dallas (192).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,529 verified decision-maker contacts tracked across these 43 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.