Jeremy Edelstein Portfolio
Invests via BlackBarn Capital Partners LP | Managed by Jonathan Carter
Invests via BlackBarn Capital Partners LP
Managed by Jonathan Carter
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Jeremy Edelstein Profile
Seasoned growth-stage investor and operator focused on consumer and fintech sectors, with experience across investment sourcing, portfolio operations and strategic M&A. Jeremy Edelstein brings a background in venture capital and operational leadership, often serving on growth-company boards to drive customer acquisition and revenue scaling. Known for structuring growth equity and minority-stake deals, and for hands-on support of go-to-market and product strategy, he engages with founders on fundraising and exit planning. Active in US venture networks and frequently advising on capital strategy and business development.
Seasoned growth-stage investor and operator focused on consumer and fintech sectors, with experience across investment sourcing, portfolio operations and strategic M&A. Jeremy Edelstein brings a background in venture capital and operational leadership, often serving on growth-company boards to drive customer acquisition and revenue scaling. Known for structuring growth equity and minority-stake deals, and for hands-on support of go-to-market and product strategy, he engages with founders on fundraising and exit planning. Active in US venture networks and frequently advising on capital strategy and business development.
Investment Philosophy & Strategy
Growth-stage investor focused on consumer and fintech businesses, blending capital provision with active operational partnership to accelerate customer acquisition and revenue scaling. Prioritizes minority and structured growth-equity positions that preserve founder alignment while providing governance and strategic support. Underwrites opportunities using unit economics, go-to-market traction, and product-led growth signals, favoring repeatable revenue models and clear paths to profitable scale. Employs hands-on portfolio playbook—board engagement, GTM execution, and M&A readiness—with a multi-year horizon, disciplined capital pacing, and a bias toward follow-on reserves to protect upside.
Growth-stage investor focused on consumer and fintech businesses, blending capital provision with active operational partnership to accelerate customer acquisition and revenue scaling. Prioritizes minority and structured growth-equity positions that preserve founder alignment while providing governance and strategic support. Underwrites opportunities using unit economics, go-to-market traction, and product-led growth signals, favoring repeatable revenue models and clear paths to profitable scale. Employs hands-on portfolio playbook—board engagement, GTM execution, and M&A readiness—with a multi-year horizon, disciplined capital pacing, and a bias toward follow-on reserves to protect upside.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
38.15%
Gain
Monthly
1.06%
Yearly
13.57%
Drawdown
41.42%
$405.72M
Equity
Holdings
$405.72M
Investment
$274.24M
$195.29M
Profit -$10.07M
Realized
$63.81M
Unrealized
$131.48M
Dividends
$4.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$10.07M
Win %
82%
This Week
Compared To Last Week
Gain
-3.03%
Profit
-$12.69M
Win %
82%
This Month
Compared to last month
Gain
-4.27%
Profit
-$18.1M
Win %
82%
This Year
Compared to last year
Gain
22.07%
Profit
$73.36M
Win %
83%
ABUS Arbutus Biopharma Corporation
+5.15%
+$587,500 
AMRX Amneal Pharmaceuticals Inc.
+4.51%
+$1.28M 
DHC Diversified Healthcare Trust
+3.53%
+$1.52M 
MH McGraw Hill, Inc.
+3.13%
+$626,547.6 
PRVA Privia Health Group, Inc.
+0.91%
+$404,175 
GBTG Global Business Travel Group, Inc.
+0.16%
+$30,000 
NIQ
0%
$0 
CCOI Cogent Communications Holdings, Inc.
-3.92%
-$245,700 
NXPI NXP Semiconductors N.V.
-3.69%
-$618,000 
VKTX Viking Therapeutics Inc.
-3.55%
-$834,110.19 
VECO Veeco Instruments Inc.
-2.58%
-$1.47M 
ROIV Roivant Sciences Ltd
-2.52%
-$2.01M 
SEAT Vivid Seats Inc.
-2.47%
-$95,500 
NEE NextEra Energy, Inc.
-0.08%
-$23,450 Events
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Dividends
Dividend Analysis
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| Trades 136 | Longs Won 89/136 65% | Profit Factor 4.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.21M |
| Average Win $2.83M | Best Trade (Jul 10) $22.74M | Sharpe Ratio -9.03 |
| Average Loss -$1.2M | Worst Trade (Jul 10) -$9.22M | Z-Score 1.71 (91.29%) |
| Commissions $0 | Avg. Trade Length 11m 1w 5d | Expectancy $1.44M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% |
| Consecutive Losing Trades | 338 | 304 | 270 | 236 | 203 | 169 | 135 | 101 | 68 | 34 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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