Brad Gerstner is the founder, chairman, and CEO of Altimeter Capital, a technology-focused investment firm he launched in Menlo Park. See contact routes.
Brad Gerstner is the founder, chairman, and CEO of Altimeter Capital, a technology-focused investment firm he launched in Menlo Park, California in 2008 after previously working as a securities lawyer and partner at hedge fund PAR Capital. His investment thesis targets late-stage software, consumer internet, and artificial intelligence companies across public and private markets globally, focusing on secular “supercycles” like cloud infrastructure and digital platforms. Altimeter typically invests at all stages except the very earliest, acting as a premier capital partner rather than just a follower, with the firm managing over $15–20 billion in assets. Notable portfolio companies include Snowflake, Facebook (now Meta), Roblox, Plaid, Grab, and Modern Treasury, with Gerstner also making early investments in Zillow and MongoDB. Gerstner distinguishes himself through his “Essentialism” philosophy, arguing that organizational complexity harms returns, and he publicly co-hosts the BG2Pod podcast with Bill Gurley while advocating for policies like the Invest America Act to create child investment accounts.
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