Principal-led investment office
Patient capital for the frontier.
Yashar Family Investments invests across private technology and public markets. We back the companies building compute, intelligence, defense and the physical economy, and we hold them for a long time.
The office
A principal-led investment office in Silicon Valley, working across private technology and public markets.
Principal-led. Long-horizon. Concentrated where conviction is earned, and patient enough to be right.
The office is led by its principals, and their own capital sits in every position. That shapes everything: we stay concentrated where the work supports it, patient when a position takes years to prove itself, and quiet when there is nothing worth doing.
Frontier companies, from private rounds through to listing.
The silicon, compute and infrastructure underneath them.
Vehicles, fees and custody, underwritten like the company.
Partners
Some of the companies we are invested in. Names and marks are shown for identification only.
Other holdings
How we invest
Four rules we hold ourselves to. Every position has to clear all four.
- i
Depth over breadth.
We go deep on a company before we commit to it, and we size every position so it never forces our hand. Concentration is a consequence of conviction, not a strategy in itself.
Diligence before allocation - ii
Own what everything else depends on.
Compute, power, materials, defense and the infrastructure underneath them. Demand for these does not depend on a fashion cycle, and the companies that supply them tend to keep getting more important.
Compute · Power · Materials · Defense - iii
Read the wrapper before the company.
Most private access comes through vehicles, and every vehicle has a cost. We underwrite the fees, the carry, the custody and the distribution path with the same care as the business itself.
Fees · Carry · Custody · Distribution - iv
Cycles, not quarters.
Long-horizon capital has one structural edge: time. We underwrite in years, hedge what needs hedging, and are comfortable looking patient in the meantime.
Underwritten in years
News
Perspective from the office on our partners, the markets they list into, and how we own them.
When private becomes public
Cerebras and SpaceX both listed this year. The work after the bell is not what most people expect.
Read
Defense is a manufacturing problem
Why we think the durable advantage at Anduril is a factory in Ohio, not a prototype.
ReadThe wrapper is the deal
How access vehicles quietly turn a great company into an ordinary return, and the questions we ask first.
ReadPrincipals
The people whose names are on the door make every decision. Judgment is not delegated.
Frank Yashar
Principal · Private marketsFour decades in industry and a long record as an angel investor. Frank anchors the office's private-market positions and its longest-held convictions.
Will Yashar
Principal · Underwriting and riskLeads sourcing, underwriting and risk across the office, from private allocations and sponsor diligence to public-market positioning and hedging.
Contact
We do not take cold pitches. The best way in is through someone we already know.
By introduction.
We read everything that reaches us through people we know and trust.
We review terms, vehicle documents and the full fee schedule together, before anything else.
Silicon Valley, California.