Management

Felicitas Global Partners is an alternatives investment firm that manages portfolios of Private Credit, Private Equity and Real Estate investments in both primary and secondary transactions.

Felicitas is a Registered Investment Advisor headquartered in Pasadena, California, that manages capital from an institutional base of asset management firms, foundations, family offices and private wealth managers. As of March 31, 2024, Assets Under Management (AUM) is approximately $830 million.

Our Team

We are a seasoned investment team of professionals with complementary institutional investment management experience. We are passionate about investing with our investors’ best interests in mind.

Bonar Chhay, CFA

CIO and Head PM
Prior Experience
The Getty Trust - Private Equity Group, Contango Capital
UC Berkeley, B.S.
SEE BIO

Julie Lee

Director, Private Markets and Credit
Prior Experience
Merrill Lynch - Corporate Finance and Principal Investing
Brown University, B.A.
SEE BIO

Calvin Marks

Director, Secondaries
Prior Experience
Overbay Capital Partners - Private Equity Secondaries
University of Toronto
SEE BIO

Pascal Stalder

Portfolio Risk Manager, Chief Compliance Officer
Prior Experience
Arizona PSPRS Deputy CIO of Risk, HSBC, Credit Suisse
Dartmouth, M.B.A., U of Chicago, B.A.
SEE BIO