Unlock Ownership

About the fund

The Unlock Ownership Fund is a "fund of funds" designed to activate the billions of dollars currently sitting idle in charitable accounts (Donor Advised Funds) and deploy them into the real economy to build wealth for marginalized communities. Acting as a "catalytic" investor, the fund provides early-stage, patient capital to first-time and diverse fund managers who are often overlooked by traditional institutional investors. Its investment thesis focuses exclusively on the "Ownership Economy"—specifically backing strategies that transition businesses to employee ownership (like ESOPs and worker co-ops) and create pathways to home ownership and tenant equity for low-income families. By accepting higher risk and longer time horizons than commercial banks, the fund aims to prove that shared ownership is a viable, scalable solution to systemic wealth inequality in the United States.

Limited PartnersDelta Fund