Asana Partners
Private equityCharlotte · 48 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 Oct 13, 2026.
Team · 48 people
from the firm's website & public directoriesJason K. Tompkins is Managing Partner of Asana Partners, which he co-founded in 2015. He brings 28 years of commercial real estate experience across operations, acquisitions, dispositions, redevelopment, and capital markets, having served as lead execution officer on over $20 billion in private and public real estate transactions. Prior to founding Asana Partners, Tompkins was Chief Financial Officer of EDENS, a major retail real estate owner and operator, and held positions in real estate investment banking and corporate finance at Wachovia Securities, Andersen Corporate Finance, and GE Capital Real Estate.
Alex W. Delpleche is Chief Compliance Officer at Asana Partners, where he leads the firm's compliance program and works with executive leadership on governance and regulatory readiness for a private funds platform. With over 20 years of experience in compliance and regulatory risk across investment advisers, broker-dealers, trust companies, and global financial institutions, he has built and scaled compliance programs in multi-entity environments spanning private funds, real estate, and fintech. His expertise covers U.S. and Canadian regulatory frameworks, including SEC, FINRA, and IIROC requirements, and he has held senior compliance leadership roles including Deputy Chief Compliance Officer at a global platform and involvement in establishing a self-clearing broker-dealer.
Amanda M. Guevara is Director of Client Relations & Events at Asana Partners, a Charlotte-based private equity real estate firm focused on mixed-use development, where she manages client and internal events and oversees investor relations and reporting. Previously, she worked in PwC New York's Real Estate, Asset & Wealth Management practice, leading audit execution for private equity investment funds and public REIT clients. She holds a dual-emphasis BSBA in accounting and finance and an MS in accounting from the University of Colorado at Boulder Leeds School of Business, along with a certificate in Technology, Arts & Media.
Angelica S. Merg is Director of Marketing at Asana Partners, where she oversees brand strategy, communications, and creative operations for a $9 billion-plus retail real estate portfolio. Her responsibilities include corporate branding, property marketing, digital marketing, and the development of marketing processes and systems to support investment, leasing, and property management functions.
Bobbi R. Frieda is Senior Director of People at Asana Partners, where she oversees recruiting, onboarding, compensation, benefits, talent development, performance management, and employee relations. Previously, she served as Vice President of Human Resources at Bank of America, providing leadership consulting to Employee Technology Support Managers, and as a Human Resources Manager at H-E-B, supporting 12 retail locations in Austin with over 4,000 employees. She holds a Bachelor of Science in Leadership Development with an emphasis in Human Resources from Texas A&M University and is a SHRM Senior Certified Professional.
Brian M. McWeeney is a Managing Director at Asana Partners with over $9 billion in real estate transaction experience across retail, multi-family, office, industrial, and urban mixed-use assets.
Clare E. Walsh is Managing Director of Leasing Strategy at Asana Partners, where she oversees leasing performance, merchandising, and strategy for a portfolio of retail-driven properties across the United States and serves on the Investment Committee. She brings more than fifteen years of experience in leasing, new business development, and market research, working with national and local retailers.
Craig A. Loeber is a Director of Asset Management at Asana Partners, where he works with capital, operators, and tenants on real estate investment, positioning, and operations. His focus is on advancing the real estate industry's ability to support in-person interaction and engagement through modernized approaches to property investment and management.
Danielle N. Cox is Director of Investment Accounting at Asana Partners. She holds a Bachelor of Business Administration in Accounting and a Master of Science in Accounting from James Madison University, and has experience in assurance and financial accounting.
Douglas J. Revak is Director of Investments at Asana Partners, a retail-focused real estate investment firm. He leads investment sourcing across the Carolinas, Mid-Atlantic, and Midwest regions.
Jimmy J. Bambrick is Senior Director at Asana Partners, where he focuses on the acquisition, enhancement, and operation of distinctive retail properties in dynamic urban markets throughout the United States.
Lara E. Silversmith is Director of Leasing Strategy at Asana Partners, where she oversees leasing and merchandising operations across the Central, Midwest, and Western regions of the United States. She brings nine years of commercial real estate experience in leasing and business development to the role.
Liz H. Segal is Director of Leasing Strategy at Asana Partners. Her background includes roles in commercial real estate brokerage and in-house positions representing both tenants and landlords. Her experience covers site selection, market analysis, lease negotiation, portfolio management, and cross-functional team leadership.
Mario B. Cabrera is Director of Asset Management at Asana Partners, where he focuses on retail and mixed-use real estate. His background spans property management, leasing, and asset management, with expertise in NOI growth, tenant mix optimization, and business plan execution. He works with senior leadership on strategic decisions involving operational and financial considerations.
Michelle H. Miller is Director of Leasing Strategy at Asana Partners, where she develops and executes leasing strategies focused on retail growth through merchandising expertise and lease negotiations. With over 15 years of real estate experience across office, retail, and residential sectors, she has held leadership positions at Unibail-Rodamco-Westfield and worked with major retail brands on leasing and portfolio management.
R. Allen Bagwell is Director of Credit Investments at Asana Partners. He has prior experience in real estate and banking, and holds dual Bachelor of Business Administration degrees in Real Estate and Finance from the University of Georgia's Terry College of Business. His professional skills include financial analysis, market analysis, risk management, and proficiency in Microsoft Excel and Argus software.
Sarah H. Cartwright is a Director at L3 Capital focused on commercial real estate investment and development. Her experience encompasses acquisitions, ground-up developments, repositionings, and asset management across urban retail and mixed-use properties. She works throughout the investment lifecycle with institutional and private capital sources, lenders, tenants, and project teams.
Stacey W. Schombert is Director of Project Accounting at Asana Partners. She has worked in real estate accounting with experience in financial, property, and construction accounting, as well as budgeting, forecasting, and Yardi systems operations.
Stefan Neudorff is Chief Financial Officer at Asana Partners, a retail-focused real estate investment firm managing over $9 billion in assets, where he leads finance, accounting, treasury, and operations functions. He brings over 20 years of experience in accounting and financial management across commercial real estate and private equity, including prior roles at PGIM Real Estate, Brookfield, and AIG Global Real Estate, as well as audit experience at PwC. Neudorff holds a Bachelor of Science in Accounting from the University of Florida, a Master of Accountancy from the University of North Florida, and is a licensed CPA.
Tom M. FitzGerald is a Managing Director at Asana Partners, a Charlotte-based real estate investment firm with regional offices across major U.S. markets that focuses on mixed-use and retail assets. He brings 19 years of real estate experience spanning leasing, property management, investment underwriting, and investor relations, with particular expertise in office leasing strategy in urban, mixed-use neighborhoods. Previously, FitzGerald held the position of Executive Vice President at JLL, where he oversaw execution of more than 450 leases representing over 6 million square feet and $1.2 billion in lease value.
What they invest in
from 1 of 1 portfolio companiesCloud Computing ×1Enterprise Software ×1Marketplaces ×1SaaS ×1Sales Tech ×1
HQs:United States×1
Investments · 1 tracked
founders shown can be your intro pathSuger provides a platform that unifies cloud marketplace operations for software companies, handling listing, co-selling, and transacting across AWS, Azure, and Google Cloud.
Cloud ComputingEnterprise SoftwareMarketplacesSaaSSales TechSan Francisco, US
Chengjun Yuan(Founder)inJon Yoo(Founder)inChengjun Yuan Jon Yoo(Founder)Ruming ZheninKelly Zhou(HR)Freda Chiu(Recruiter)
Co-investorsIntel CapitalThreshold VenturesY CombinatorCraft VenturesCelero Ventures Ltd.Pioneer+1 more
Fund performance · per public LP disclosures · 2
as of Jun 2025| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Asana Equity Partners IIILPs: South Carolina Retirement System Investment Commission | 2022 | — | -10.0% | — | — |
| Asana Part IIILPs: South Carolina Retirement System Investment Commission | 2022 | — | 0.0% | — | — |
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.
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