Conversant Capital, established in February 2020 by Michael Simanovsky, operates as a hedge fund manager headquartered in New Jersey. Focused on credit and equity investments, the firm targets opportunities within the real estate, digital infrastructure, and hospitality sectors across public and private markets. Utilizing fundamental research, Conversant strategically invests across the capital structure, primarily in developed markets like North America and Europe.
Michael J. Simanovsky is the Founder and Chief Investment Officer of Conversant Capital LLC, established in 2020. Alongside his role at Conversant Capital, Simanovsky serves as Chairman at Quintasen Holdings LLC and holds directorships at K2 Towers REIT LLC, DFI Capital, Inc., Valet Manager, Inc., and Select Dental Management LLC. Previously, he held the position of Independent Director at Indus Realty Trust, Inc. from 2022 to 2023, and served as Director at Trade Street Residential, Inc. in 2014 and at Gramercy Property Europe III Ltd. His earlier career includes roles as an Analyst at Rothschild & Co. Asset Management US, Inc. and Cerberus Capital Management LP. From 2011 to 2020, Simanovsky served as a Partner at Senator Investment Group LP. He earned his undergraduate degree from Emory University in 2005.
Conversant Capital manages discretionary assets totaling $1,928,785,167 as per their Form ADV dated April 2024. In their latest 13F filing for Q4 2023, they disclosed holdings of $233,359,312 in managed 13F securities, with a top 10 holdings concentration of 100%. Target Hospitality Corp emerges as their largest holding, with 4,717,960 shares held.
