Fundraising Fox

Asana Partners

Private equity

Charlotte · 47 people tracked

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Investment thesis

Asana Partners is a vertically integrated retail real estate investment firm that concentrates on U.S. neighborhoods it considers dynamic and vibrant. The firm pursues a strategic investment approach grounded in extensive industry knowledge and experience, and emphasizes transparency, integrity, and accountability. It also states a commitment to making a positive impact within the communities where it operates.

Source: firm website, verified Aug 25, 2026.

HQ
Charlotte, US
Instruments
Equity
AUM
$8.4B

Team · 47 people

from the firm's website
Sam E. Judd· Managing Partnerin
Terry S. Brown· Managing Partnerin
R. Seth Black· Partnerin
Reed A. Kracke· Partnerin
Will M. Ponder· Partnerin
Ashley D. McDonald· Senior Director – Developmentin
B. Parks Brown· Director – Dispositionsin
Brad M. Kantrowitz· Managing Director – Investmentsin
Bri N. Jacobson· Senior Director – Investmentsin
Cailey A. Deke· Senior Director – Valuation & Performancein
Chris R. Dalton· Managing Director – Asset Managementin
Craig R. Aulebach· Director – Developmentin
Elizabeth T. Bowen· Director – Corporate Responsibilityin
Erika A. Sonberg· Director – Financial Reportingin
G. Welch Liles, III· Managing Director – Developmentin
J. Forrest Cherry· Senior Director – Portfolio Managementin
K.C. R. Creasy· Director – Leasing Strategy
Kailey M. Helmick· Director – Investment Accountingin
Martha W. Harding· Director – Corporate Accountingin
Matthew P. Saylor· Director – Asset Managementin
Morgan B. Sowell· Director – Asset Managementin
N. Cole McCall· Senior Director – Technology Investmentsin
Olivia M. Summerford· Director – Leasing Strategyin
Saad A. Sheikh· Senior Director – Accountingin
Sarah M. Heuerman· Director – Capital Formationin
Shannon R. Smith· Director – Business Intelligencein

Fund performance · per public LP disclosures · 2

as of Jun 2025
FundVintageCommittedNet IRRTVPIDPI
Asana Equity Partners IIILPs: South Carolina Retirement System Investment Commission2022-10.0%
Asana Part IIILPs: South Carolina Retirement System Investment Commission20220.0%

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

What sectors does Asana Partners focus on?
Asana Partners focuses on PropTech.
Where is Asana Partners located?
Asana Partners is headquartered in Charlotte, US.

Images

Asana Partners photo

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