Lori’s path from Wall Street analyst to venture capitalist and fund manager is impressive, but what sets her apart is her knack for spotting growth opportunities and building wealth over decades.

She’s not just a finance expert; she’s also a regular face on major news networks, and her story is one of steady, strategic growth.

Let’s jump into lori wachs net worth, her assets and liabilities and more.

Lori Wachs Net Worth – $5 million

Lori Wachs’ net worth is estimated to be over $5 million, thanks to her long career as a venture capitalist, fund manager, and consumer analyst.

She’s spent more than three decades in the investment world, working with major firms like Goldman Sachs and Delaware Investments before launching her own ventures.

Most of her wealth comes from smart investments and leadership roles at companies such as Cross Ledge Investments and Penultima Capital. While exact numbers can vary, Lori’s reputation for spotting trends and building value has made her one of the more respected names in finance today

Assets and Investments: What Does Lori Wachs Own?

Lori Wachs has built an impressive portfolio over her three decades in finance, with assets that reflect her expertise in investment and business strategy. Her holdings span venture capital, hedge funds, and direct investments in innovative companies.

Here’s a closer look at what Lori Wachs owns:

1. Venture Capital Holdings

Lori is the Founder and Managing Partner at Penultima Capital, a venture capital firm focused on women-led growth stage companies in the consumer sector.

Through Penultima, she has invested in businesses like Alchemy 43, Safely, and The 7 Virtues, all of which are recognized for their industry impact and growth potential1.

2. Hedge Fund and Asset Management

She co-founded Cross Ledge Investments, a hedge fund that specializes in small-cap consumer growth companies.

The fund has consistently ranked among the top performers in its category, and Lori’s leadership has been key to its success, managing a portfolio with a net long exposure of 40% to 60%.

3. Private Equity and Notable Investments

During her tenure at Springboard Growth Capital, Lori made private equity investments in high-profile companies such as The RealReal, ClassPass, Hint, and K18. These investments have not only diversified her portfolio but also contributed significantly to her net worth as these companies scaled.

4. Public Market and Mutual Fund Oversight

Earlier in her career, Lori helped oversee the investment of $4 billion in institutional and mutual fund products at Delaware Investments.

This experience gave her direct exposure to a wide range of public equities, further strengthening her asset base and investment acumen.

Factors Influencing Lori Wachs’ Net Worth Growth

Lori Wachs’ net worth has grown steadily over the years, shaped by her strategic moves and deep expertise in finance. Her path from Wall Street analyst to venture capitalist highlights a mix of smart decisions, education, and a keen eye for opportunity.

Here are some key factors that have influenced her financial growth:

• Strong Educational Foundation: Graduating magna cum laude from the Wharton School gave Lori a solid understanding of finance and opened doors to top-tier opportunities early on.
• Experience in Traditional Finance: Starting at Goldman Sachs and later Delaware Investments, Lori built her skills and network, managing billions in institutional funds.
• Entrepreneurial Leadership: Founding Cross Ledge Investments and Penultima Capital allowed Lori to focus on niche markets and drive her own investment strategies.
• Specialization in Underserved Markets: She’s known for investing in women-led companies and emerging consumer trends, which has set her apart and boosted her returns.
• Board Memberships and Industry Presence: Lori’s active roles on boards and frequent media appearances have expanded her influence and brought new business opportunities.
• Philanthropic Involvement: Her commitment to causes like the Barbara Bush Foundation has enhanced her reputation and network, indirectly supporting her business ventures

Wrapping It Up

Lori Wachs net worth is the result of years of smart investing, leadership, and a clear focus on growth markets. She’s made her mark by supporting women-led businesses and staying ahead of consumer trends, which keeps her portfolio strong.

If you’re curious about building wealth or just want to follow the stories of successful investors, Lori Wachs is definitely one to watch.