Skip to content
    Surveyor Capital logo

    Surveyor Capital

    New York, New York, United StatesFounded 2008
    www.citadel.com/what-we-do/equities/surveyor-capitalLinkedIn
    ConsumerFintechHealthcareMedia & EntertainmentClimate & EnergyEnterprise Software

    Surveyor Capital is a longstanding fundamental equities business at Citadel, established in 2008. Its sector-aligned investment teams conduct deep fundamental research and maintain market-neutral portfolios with minimal broad market exposure across consumer, financials, healthcare, industrials, energy, and technology sectors.

    62% of their portfolio is in Biotech & Life Sciences. Their most common stage is series-b (41% of deals). Average disclosed round size is $121.6M (across 127 rounds with reported amounts).

    Find people at Surveyor Capital on Goldilocks AI

    Portfolio

    110

    Fund Size

    —

    Top Stage

    Series B

    Last 12 Mo

    7

    Team

    AC

    Amanda Chan

    Analyst

    NF

    Nassim F.

    Analyst

    GC

    George Chen

    Portfolio Manager

    KU

    Khushali Upadhyay

    Portfolio Manager

    MJ

    Matt Jungers

    Portfolio Manager

    MN

    Micah Nance

    Portfolio Manager

    MW

    Michael Wax

    Portfolio Manager

    PL

    Phillip Lee

    Head of Surveyor Capital

    SC

    Stephen Campfield

    Portfolio Manager

    Portfolio Breakdown

    Stage Distribution

    Sector Distribution

    Investment Activity

    DealsAvg Round Size

    Portfolio

    138 investments
    CompanyRoundAmountDate
    Adcendo ApS logoAdcendo ApSSeries C$75MApr 2026
    Soley Therapeutics logoSoley TherapeuticsSeries C$200MJan 2026
    Artiva Biotherapeutics logoArtiva BiotherapeuticsSeries B$120MJan 2026
    Triana Biomedicines logoTriana BiomedicinesSeries B$120MDec 2025
    Solve Therapeutics logoSolve TherapeuticsSeries D$120MNov 2025
    Adcytherix logoAdcytherixSeries A—Oct 2025
    KKaileraSeries B$600MOct 2025
    Avenzotx logoAvenzotxSeries B$60MSep 2025
    BBridgeBio Oncology TherapeuticsUnknown$261MAug 2025
    Avalyn Pharma, Inc. logoAvalyn Pharma, Inc.Series D$100MJul 2025
    Actithera logoActitheraSeries A$75.5MJul 2025
    DDBV Technologies S.A.Unknown$306.9MMar 2025
    Arbor Biotechnologies logoArbor BiotechnologiesSeries C$73.9MMar 2025
    Avenzo Therapeutics logoAvenzo TherapeuticsSeries B$60MJan 2025
    BBridgeBio Oncology TherapeuticsUnknown$260MJan 2025
    Lexeo logoLexeoUnknown$80MJan 2025
    35 Pharma logo35 PharmaSeries C$53MNov 2024
    Adcendo ApS logoAdcendo ApSSeries B$135MNov 2024
    Avenzo Therapeutics logoAvenzo TherapeuticsUnknown$386MNov 2024
    Avenzotx logoAvenzotxUnknown$386MNov 2024
    Ventyx Biosciences logoVentyx BiosciencesSeries A$27MSep 2024
    Outpace logoOutpaceSeries B$144MAug 2024
    Cartesian logoCartesianUnknown$130MJul 2024
    Aardvark logoAardvarkSeries C$85MMay 2024
    BridgeBio Oncology Therapeutics (BBOT) logoBridgeBio Oncology Therapeutics (BBOT)Growth$200MMay 2024
    Page 1 of 6

    Top Co-Investors

    Logos Capital48 shared
    Cormorant Asset Management42 shared
    RA Capital Management37 shared
    OrbiMed30 shared
    Wellington Management23 shared
    Perceptive Advisors22 shared
    Eventide Asset Management20 shared
    Samsara BioCapital20 shared
    Rock Springs Capital19 shared
    Deep Track Capital19 shared
    Sofinnova Partners17 shared
    T. Rowe Price17 shared
    Omega Funds17 shared
    Atlas Venture17 shared
    venBio15 shared
    Redmile Group14 shared
    The Invus Group, LLC14 shared
    Novo Holdings A/S13 shared
    BlackRock Private Equity Partners13 shared
    Alexandria Venture Investments12 shared

    Last updated: 7 October 2026