Basalt Capital is the private investment office of Fred Fellows, managing a diversified portfolio focused on relentlessly pursuing Alpha by leveraging agentic AI and 35+ years in the capital markets.
Informational only — Not soliciting outside investors
Educational and healthcare technology platforms with scalable data infrastructure, AI/ML capabilities, or powerful network effects.
Multi-site providers, risk-bearing physician organizations, specialized payer models, and technology-enabled care delivery platforms.
Debt and equity across senior living, multifamily, and triple-net leased assets with structured finance overlays.
Disciplined investing with a multi-decade compounding horizon, balancing three pillars with domain expertise.
Downside protection prioritized over upside maximization with structured finance techniques.
Focus on opportunities with limited downside and meaningful upside optionality.
Limited manager count with long-standing partnerships and proprietary deal flow.
Learn More About Our Approach
Explore our investment methodology, risk management framework, and portfolio.