Fundraising Fox

Wheelock Street

Private equity

Greenwich · 4 people tracked

Find your way into Wheelock Street

300 people in our graph share verified history with the Wheelock Street team — schools, employers, funds. One of them is your warm intro.

Adam Valkinunlockedknows Merrick R. Kleeman · together at Harvard University (overlapped)
knows the team · via Dartmouth College
×8knows the team · via Harvard University
×2knows the team · via University of Kentucky
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Investment thesis

Wheelock employs a hybrid, multi-asset-class model that it views as a competitive advantage, combining hands-on vertical integration with the structuring experience of its investment team. It seeks alpha through focus, deep investment knowledge, and internal platforms (verticals) such as hospitality, retail/mixed-use, and industrial real estate, which provide specialized asset expertise and drive off-market deal flow. Capital is deployed across two strategies: the Opportunistic/Value-Add Flagship Fund Series and the Long Term Value Fund. The firm prioritizes safety and preservation of capital, and continues to explore new verticals targeting asset classes with large, scalable opportunities and the potential for competitive advantage through vertical integration.

Source: firm website, verified Aug 6, 2026.

HQ
Greenwich, US
Instruments
Equity
Founded
2008
Tracked investments
3

Team · 4 people

from the firm's website

What they invest in

from 2 of 3 portfolio companies

Consumer ×2Construction Tech ×1PropTech ×1Travel & Hospitality ×1

HQs:United States×2

Investments · 3 tracked

founders shown can be your intro path
John Wieland Homesjwhomes.com

John Wieland is a residential home builder that guides customers through the home-building process from floor plan selection to completion, offering design support, quality construction with industry-leading features, and post-purchase warranty and maintenance services.

Construction TechConsumerPropTechAtlanta, US

The Cavalier Resortcavalierresortvb.comin

A luxury oceanfront resort in Virginia Beach operating three distinctive hotels on 20 acres, offering restaurants, bars, pools, spa, and event spaces.

ConsumerTravel & HospitalityVirginia Beach, US

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Renaissance Las Vegas

Fund performance · per public LP disclosures · 2

as of Sep 2025
FundVintageCommittedNet IRRTVPIDPI
WHEELOCK STREET REAL ESTATE FUND V LPLPs: District of Columbia Retirement Board, University of Texas Investment Management Company20178.3%1.31x1.02x
WHEELOCK STREET REAL ESTATE FUND II LPLPs: District of Columbia Retirement Board, University of Texas Investment Management Company201418.3%1.65x1.86x

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 Wheelock Street focus on?
Wheelock Street focuses on PropTech.
Where is Wheelock Street located?
Wheelock Street is headquartered in Greenwich, US.

Images

Wheelock Street photoWheelock Street photo

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