About Fundamental
Fundamental is a Financial Services company based in New York (United States) founded in 2007. Fundamental is engaged in alternative municipal and public purpose investments. It operates on a Commission-Based model in Financial Services and Energy & Utilities sectors. Fundamental has completed 1 acquisition, including Transaeroheli. Fundamental offers products and services including Fundamental Partners and Fundamental Renewables. Its focus areas include Financials, Asset Management, Alternative Investments and Energy.
Company details
Fundamental, founded in 2007, is involved in alternative asset management with a focus on municipal and public purpose investing. Operations are centered at the intersection of municipal finance, community assets, and special situations. The firm employs an adaptive approach across capital structures and sectors, targeting cash-flowing, asset-based investments in essential service verticals. Two main strategies are offered: Fundamental Partners, an opportunistic private investment strategy for municipal markets, and Fundamental Renewables, which provides flexible capital solutions for renewable energy projects. Investments aim to deliver consistent returns and downside protection with less correlation to traditional markets.
- Headquarters New York, United States
- SectorsFinancial ServicesEnergy & Utilities
- Phone•••• ••••
- Website fundamental.com
- Investments & Acquisitions
Products & Services of Fundamental
Fundamental offers a comprehensive portfolio of products and services, including Fundamental Partners and Fundamental Renewables.
Opportunistic investments in municipal and public assets are managed.
Capital solutions for renewable energy projects are provided.
People of Fundamental
14 people are tracked at Fundamental (12 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Laurence L Gottlieb | Chairman/CEO/Co-Founder | Leadership |
Jason Brodsky | Vice President | Leadership |
Bob Hopper | Head Of Strategy At Fundamental Renewables (post MMA Acquisition) | Leadership |
Robert Weiss | Chief Financial Officer | Leadership |
Jenny Mitchell | Executive Assistant To COO | Leadership |
Alexander Glassman | Managing Director | Leadership |
Dara Bloom | VP Of Firm Operations | Leadership |
Danielle Thompson | Managing Director | Leadership |
Justin M. Vinci | Chief Operating Officer | Leadership |
Ryan Keane | Managing Director | Leadership |
Kevin Panzica | Managing Director | Leadership |
Michael Johnson | Vice President | Leadership |
Jon Kong | Investment Team | Team |
David Diwik | Investment Professional | Team |
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Investments & Acquisitions by Fundamental
Fundamental has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Transaeroheli.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Helicopter flight services and maintenance are provided for diverse applications. | transaeroheli.net | 0 | Aug 2025 | •••• |
Complete acquisition details for Fundamental
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Timeline of Fundamental
2 dated milestones of Fundamental across 18 years, from founding to its latest funding, stage changes and deals.
- Founded Fundamental is founded.
- Acquisition Acquires Transaeroheli.
Top companies in Asset Management
3 companies that operate in the same segment as Fundamental (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Fundamental
Fundamental was founded in 2007.
Fundamental is headquartered in New York, United States. It is registered at New York, New York, United States.
Fundamental, founded in 2007, is involved in alternative asset management with a focus on municipal and public purpose investing. Operations are centered at the intersection of municipal finance, community assets, and special situations. The firm employs an adaptive approach across capital structures and sectors, targeting cash-flowing, asset-based investments in essential service verticals. Two main strategies are offered: Fundamental Partners, an opportunistic private investment strategy for municipal markets, and Fundamental Renewables, which provides flexible capital solutions for renewable energy projects. Investments aim to deliver consistent returns and downside protection with less correlation to traditional markets.
Fundamental offers Fundamental Partners and Fundamental Renewables.
Fundamental has made 1 acquisition, including Transaeroheli.