Money moves in silence. Download 2025 State of Venture Report: a data-driven analysis of active funds, unicorn, and family offices
About usSign in
Status
ACTIVE
Global HQ
Warsaw, Indiana, United States
Countries of investment
  • USA
Investment stages
  • Wealth Management
Industries
  • Waste Management
  • Financial Planning
About
Alderfer Bergen & Co. provides expert financial advice and wealth management services to secure your future success with a focus on trust, expertise, and exceptional client service.
Min check size
-
Max check size
-
Fund size
NPS

Investment Thesis

Alderfer Bergen & Co. provides sound financial advice and solid wealth management strategies to build a foundation for future success.
Lead investor
Co Invest
Number of exits
Preferred contact method

Manager's Experience

Focused on early-stage investments across the technology and healthcare sectors, this fund manager has executed over 50 deals in North America and Europe. Known for a hands-on approach, they emphasize operational support to drive growth and efficiency in portfolio companies. Backed by a track record of successful exits, their investment style blends rigorous analysis with a commitment to innovation. Recognized as a top-tier player, they maintain a strong thematic focus on disruptive technologies.

Alderfer Bergen & Co. Contacts Information

Primary contact

Secondary contact

Team

Jason C.

Will D.

Parker S.

Fund number
Vintage Year
Net Internal Rate of Return
Investment Multiple
Capital Allocation
Management Fee
Carried Interest
AUM
Follow-on Investments
Graduation Rate
Write-Off Ratio
Last profile update timestamp