Umbria Asset Management | Acquiring, Building & Investing in Exceptional Businesses

About Us

Building Long-Term Value Through Ownership & Investment

Umbria Asset Management acquires, operates, and invests in businesses with durable competitive advantages. We think like owners, not traders — backing companies we believe in for the long term.

Cash flows from our operating businesses are redeployed into public equities, private companies, and new acquisitions — compounding value over decades, not quarters.

Portfolio Companies

Industries

Our Philosophy

Buy Right, Hold Forever

Competitive Advantages

We seek businesses with durable cash flow and predictable recurring revenue through strong brands, network effects, switching costs, or regulatory positioning that compound value over decades.

Owner's Mindset

We buy businesses to keep, not to flip. Every acquisition is evaluated as if we are putting our entire net worth into it — because our interests are aligned with our partners.

Capital Allocation

Cash flows from operating businesses are continuously redeployed into the highest-return opportunities — whether public equities, private acquisitions, or reinvestment into existing companies.

Permanent Capital

We have no fund lifecycle or redemption pressure. This permanent capital structure lets us hold great businesses forever and act decisively when opportunities arise.

What We Do

How We Deploy Capital

We acquire businesses, invest in public and private companies, and reinvest cash flows to compound value over the long term.

Business Acquisitions

We acquire well-managed, cash-generative businesses with strong competitive positions. We provide permanent homes for companies whose founders and operators want a long-term partner.

Public Equities

Concentrated positions in publicly traded companies with durable competitive advantages with excellent pricing power, exceptional management, and attractive valuations.

Private Investments

Minority and majority stakes in private companies at various stages. We back exceptional entrepreneurs building category-defining businesses across industries.

Capital Redeployment

Cash flows from operating businesses are continuously allocated to the highest-return opportunities, creating a self-reinforcing cycle of compounding value.

Leadership

Experienced Leadership Team

Anthony Le

Co-founder & Managing Partner

20+ years acquiring and operating businesses across industries. Previously Managing Director at Goldman Sachs Principal Investment Area.

Kien Tiet

Co-founder & Investment Partner

Former Partner at McKinsey & Company. Extensive experience in business operations, portfolio company management, and capital allocation.

Elias Nader

Board Member & Financial Adviser

15+ years in corporate finance and capital allocation. Former VP of Finance at Danaher with expertise in operating company performance and M&A.

Contact

Get in Touch

Whether you're a business owner exploring a sale, an investor, or a potential partner — we'd like to hear from you.