Bryan Gleason Portfolio
Invests via 14B Captial Management LP | Managed by Ilya Zaides
Invests via 14B Captial Management LP
Managed by Ilya Zaides
Automatically Tracked
Bryan Gleason Profile
Veteran private markets executive focused on growth-stage and middle-market investments, with experience across operations, capital formation and portfolio company value creation. Bryan Gleason is known for directing deal sourcing, diligence and board-level oversight at PE and VC-backed firms, and for operational roles that scale revenue and product teams. He has a background blending operating leadership and investor relations, often working with SaaS, fintech and B2B tech businesses. Active in fundraising, secondary transactions and strategic exits.
Veteran private markets executive focused on growth-stage and middle-market investments, with experience across operations, capital formation and portfolio company value creation. Bryan Gleason is known for directing deal sourcing, diligence and board-level oversight at PE and VC-backed firms, and for operational roles that scale revenue and product teams. He has a background blending operating leadership and investor relations, often working with SaaS, fintech and B2B tech businesses. Active in fundraising, secondary transactions and strategic exits.
Investment Philosophy & Strategy
Combines operator-first pragmatism with disciplined growth-stage and middle-market investing, prioritizing scalable SaaS, fintech and B2B tech businesses where revenue operations and product-led expansion create value. Favors active, board-level involvement and hands-on post-investment support to accelerate go-to-market, sales efficiency and customer retention. Uses a fundamentals-driven underwriting approach focused on unit economics, ARR growth cadence, margin expansion levers and repeatable customer acquisition channels. Capital allocation emphasizes follow-on reserve, structured secondaries and exit-ready governance to preserve optionality across 3–7 year horizons while managing downside through operational intervention and performance-based incentives.
Combines operator-first pragmatism with disciplined growth-stage and middle-market investing, prioritizing scalable SaaS, fintech and B2B tech businesses where revenue operations and product-led expansion create value. Favors active, board-level involvement and hands-on post-investment support to accelerate go-to-market, sales efficiency and customer retention. Uses a fundamentals-driven underwriting approach focused on unit economics, ARR growth cadence, margin expansion levers and repeatable customer acquisition channels. Capital allocation emphasizes follow-on reserve, structured secondaries and exit-ready governance to preserve optionality across 3–7 year horizons while managing downside through operational intervention and performance-based incentives.
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:
4.13%
Gain
Monthly
0.13%
Yearly
1.61%
Drawdown
32.28%
$114.6M
Equity
Holdings
$114.6M
Investment
$121.04M
-$3.67M
Profit +$698,267.41
Realized
$2.77M
Unrealized
-$6.44M
Dividends
$10.63M
Goals
Avg. 30.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$698,267.41
Win %
48%
This Week
Compared To Last Week
Gain
1.59%
Profit
$1.8M
Win %
48%
This Month
Compared to last month
Gain
7.97%
Profit
$8.46M
Win %
48%
This Year
Compared to last year
Gain
-7.89%
Profit
-$9.81M
Win %
48%
CHTR Charter Communications Inc
+2.59%
+$79,794.25 
MA Mastercard Incorporated
+2.27%
+$515,827.2 
COF Capital One Financial Corporation
+1.87%
+$78,299.8 
V Visa Inc. Class A
+1.77%
+$434,310.36 
MSFT Microsoft Corp.
+1.51%
+$11,920.02 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$19,080 
AMZN Amazon.com Inc
+0.57%
+$8,700 
MELI MercadoLibre, Inc.
+0.08%
+$2,769.84 
GOOGL Alphabet Inc
+0.06%
+$431.6 
FOUR Shift4 Payments, Inc.
+0.04%
+$7,700 
CCOI Cogent Communications Holdings, Inc.
-3.92%
-$83,538 
CIB Bancolombia S.A.
-2.2%
-$125,650 
META Meta Platforms Inc Class A
-1.85%
-$118,675 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$13,510 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$10,850 
STNE StoneCo Ltd.
-1.07%
-$73,871.7 
PAGS PagSeguro Digital Ltd.
-0.49%
-$32,760 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$1,710 Events
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Dividends
Dividend Analysis
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| Trades 94 | Longs Won 54/94 57% | Profit Factor 0.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.2M |
| Average Win $1.09M | Best Trade (Jul 16) $5.08M | Sharpe Ratio -285.85 |
| Average Loss -$1.56M | Worst Trade (Dec 31) -$10.3M | Z-Score -0.52 (39.79%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 5d | Expectancy -$39,033.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 6,883.35% | 1,925.6% | 914% | 538.68% | 357.46% | 255.69% | 192.61% | 150.7% | 121.36% |
| Consecutive Losing Trades | 73 | 66 | 59 | 51 | 44 | 37 | 29 | 22 | 15 | 7 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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