INVEST FROM
A POSITION OF
STRENGTH

FUND GOALS

Provide a safe, high return investment alternative away from big companies & Wall Street
and towards stable, smaller businesses & Main Street. The fund purchases and manages a diversified portfolio of closely held businesses with demonstrated cash flow.

Quantum Returns®

Small businesses have the ability to leverage debt to dramatically increase returns. Rather than seeking a unicorn or catching lightning in a bottle, our portfolio companies are the best of the best in medium-sized, stable, more predictable companies.

Our entrepreneurial companies are typically in the $50M revenue range, lower than traditional private equity funds, which when combined with debt financing, dramatically increases return opportunities.

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Wealth Builders

Historically, entrepreneurial companies have formed the greatest wealth building platform ever witnessed. Passive investors, however, are typically precluded from such businesses due to the time & hard work associated with managing them. This fund addresses this challenge through a centralized management team & infrastructure, thus allowing passive investment in the high return world of closely held companies. Our entrepreneurial companies are typically in the $50M revenue range, lower than traditional private equity funds, which when combined with debt financing, dramatically increases return opportunities.
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SMALL BUSINESS RETURNS

WITHOUT THE WORK & STRESS!

Managing Multiple Portfolio Companies

Historically, entrepreneurial companies have formed the greatest wealth building platform ever witnessed. Passive investors, however, are typically precluded from such businesses due to the time & hard work associated with managing them. This fund addresses this challenge through a centralized management team & infrastructure, thus allowing passive investment in the high return world of closely held companies.

Our entrepreneurial companies are typically in the $50M revenue range, lower than traditional private equity funds, which when combined with debt financing, dramatically increases return opportunities.

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MANAGEMENT TEAM

Chad Peterson

President

Lee Levinson

Vice President

Curt Clinkinbeard

Vice President
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Fund Features

  • Both accredited and non-accredited investor member tracks
  • Incorporates our Quantum Stack Investing® model in a fund setting
  • Taps into our sister, business brokerage company, Peterson Acquisitions
  • Return floor for Preferred Class members 
  • $10K minimum for Accredited members
  • Formed as a Missouri, Limited Liability Company (LLC)
  • Open for investment 8/1/22

Statement of Risk

While we manage our fund in a manner to ensure strong investment returns, all members will be required to acknowledge that an investment in any Peterson Capital fund carries risk of loss. If the investor is uncomfortable with the prospect of losing their entire investment in the fund, they should not invest and seek a lower risk investment vehicle. The investor must acknowledge that all investments, including this one, carries risk of substantial financial loss.

“Our investment model is unique. As an entrepreneur and business owner, I have always bucked tradition, and done things in a manner that makes money for myself and the people who put their trust in me. The unique strategy employed by Peterson Capital will generate an extremely positive risk / reward ratio for our investors.”
Chad Peterson
Fund Manager

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