A
Allison Rhodes
Chief Compliance Officer and General Counsel
All funds
fintech
crypto
hybrid
stephens-investment-management
$17Mdisclosed portfolio round capital
1 Feb, 2015last investment
3portfolio companies
22team members
Analyst signals
Portfolio activity and matriculation
Metrics use all recorded activity through 21 Jul 2026 across seed, series a, unknown. Later-round outcomes are capped at the period end.
66.7%companies with a later round · 2/3
10.23×median round-size step-up · n=2
Not availablemedian valuation step-up · n=0
0%recorded-solo rate · 0 solo / 3 syndicated
Finance · 1 companiesPayments · 1 companies
These are activity signals, not fund-return metrics. Round capital is the full disclosed financing amount, not this fund's check size. “Recorded solo” means only one investor is present in the source data and is a lead signal, not verified lead status; syndicated rounds are a co-investor or follower signal. IRR, TVPI, DPI, ownership, exits, and market beta cannot be calculated from the available records.
People
Team
A
Amanda Burnett
Marketing & Administrative Coordinator
A
Andie Fletcher
Operations Associate
A
Anil Thomas
Head of Consultant Relations & Sales
C
Charles Clavel, CFA
Senior Quantitative Equity Analyst
D
Daniel Keene
Operations Administrator
J
John M. Thornton, CFA
Senior Portfolio Manager
J
John R. Keller, CFA
Portfolio Manager
J
Justyn Gaddis, CFA
Senior Equity Analyst
K
Kelly Ranucci, CFA
Senior Portfolio Manager
K
Kim Tucker
Relationship Manager
L
Laura Neve
Compliance Analyst and Assistant Secretary
M
Marc Little
Vice President, Relationship Manager
M
Mark A. Merricks
Senior Equity Trader
M
Michael Nolte
Chief Operating Officer
P
Patrick White
Vice President, Director, Relationship Management & Client Services
R
Ryan E. Crane, CFA
Chief Investment Officer
R
Ryan Lambert
Equity Analyst
S
Samuel M. Chase III, CFA
Senior Portfolio Manager
T
Tammy Stewart
Administrator of Operations and Client Services
T
Travis Jones, CFA
Equity Trader
W
Warren Simpson
Chief Executive Officer
Portfolio
Investments
Full financing histories for portfolio companies. Highlighted rounds are those where stephens-investment-management is recorded as an investor.
AZA Finance
Payments
AZA Finance is a fintech company founded in Nairobi, Kenya, in 2013, that connects businesses to frontier markets and currencies. Originally a currency exchange platform, it has grown into a global fintech focused on powering African trade and business growth. Through its API and web platform, AZA Finance facilitates transactions, exchanges, payouts, and settlements in major African and G20 currencies, aiming to remove friction and improve efficiency for businesses operating in these markets.
Bitnet Technologies
Stealth
BitPesa
Finance
BitPesa is a crypto exchange offering deep BTC liquidity in Africa, specializing in large transactions with competitive pricing and proactive support.