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Avery Schwartz

Avery Schwartz

Partner at Hmi Capital Management, L.P.

San Francisco, CA , United States

About

Avery Schwartz is a Partner at HMI Capital Management, L.P. in San Francisco, where he also serves as a member of the Investment Committee and leads the firm's investment efforts in the consumer and business services sectors. At HMI, he is responsible for sourcing, evaluating, and managing investments within these industries, focusing on both public and private opportunities with a long-term, concentrated investment approach.

Before joining HMI Capital in 2019, Avery was an Associate in the Private Equity and Special Situations Group at DigitalBridge Group, where he worked across multiple sectors on diverse private equity and special situation investments. He began his investment career as a Summer Intern at Marathon Asset Management, gaining foundational experience in asset management and finance.

Avery holds a B.A. in Economics with Distinction from Yale University and is a CFA charterholder, demonstrating strong analytical and financial expertise. In addition to his professional work, he is active in philanthropy, serving on the Board of Directors for the Yours In Soccer Foundation, which supports the academic advancement of student-athletes from underserved communities.

Career History

OrganizationRoleDate RangeDetails
HMI Capital Management L.P.PartnerSep 2019 to Present
DigitalBridge GroupAssociateSep 2016 to Aug 2019
Private Equity and Special Situations Group
Marathon Asset ManagementSummer InternJun 2015 to Aug 2015

Education

Yale University

Bachelor’s Degree, Economics

2012 2016

Skills & Expertise

Leadership
Event Planning
Microsoft Office
Teamwork
Microsoft Word
Data Analysis
PowerPoint
Investments
Microsoft Excel
Research
Social Media
Public Speaking
Economics
Analysis
Valuation

Others at Hmi Capital Management, L.P. (5)

NameRoleLocation
Christopher Ford
Christopher Ford
AnalystNew York, NY , United States
M
Mary McGinnis
Investment AnalystSan Francisco, CA , United States
A
Adam le
Investment AnalystCA , United States
A
Anh le
Investment AnalystCA , United States
E
Emory Siedell
AnalystCA , United States

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