8090 Industries

8090 Industries says it has been investing at the intersection of industrial capability, advanced manufacturing and national security since 2022, from inception through growth, including incubating companies from the ground up. It calls itself “industrialists,” with a team experienced in advanced manufacturing, energy infrastructure and defense technology, and partners with companies as investors as well as builders and operators.⁠[1][1][1][1]

The firm was co-founded by Kerem Ozmen (co-founder and CEO) and Rayyan Islam (co-founder); its team also includes president Wes Mendenhall, partner and head of international Haluk Sabancı Dinçer, and partner Alex Garcia. Its website is operated by 8090 Industries LLC.⁠[2][3]

Fortune’s list of “The top 13 seed stage climate tech VCs to watch,” compiled with the seed-stage venture firm NFX, included 8090 Industries co-founder and partner Rayyan Islam. Islam said the firm’s limited partners include some of the world’s largest industrial and energy families, so when working with entrepreneurs it can speak from the perspective of an offtaker, feedstock supplier or infrastructure provider; he also said about half of its portfolio companies came from founders who were not originally in its network.⁠[4][4][4][4][4][4]

8090 Industries LLC has been an exempt reporting adviser with the U.S. Securities and Exchange Commission since March 24, 2025 (file number 802-132513); its most recent Form ADV was filed on September 16, 2026, and its registered office is at 12 East 20th Street in New York.⁠[5][5][5][5]

AI cloud provider Nscale announced an agreement to acquire American Intelligence & Power Corporation (AIPCorp), sponsored by Fidelis New Energy and 8090 Industries, securing its Monarch Compute Campus of up to 2,250 acres in Mason County, West Virginia, where it plans to build a large AI factory.⁠[6][6]

By 8090 Industries’ own measure, as of August 2026 it managed $1.382 billion in total assets, comprising $775 million in primary discretionary advisory assets and $607 million in discretionary sub-advised assets; it also says it has more than 40 industrial partners worldwide and more than 50 portfolio companies.⁠[7][7]

8090 Industries participated in Varda Space IndustriesVarda Space IndustriesVarda Space Industries is a space and microgravity life sciences company headquartered in El Segundo, California. It builds its own W-Series satellites and reentry capsules, processes pharmaceuticals and other materials in the microgravity of low Earth orbit and returns them to the ground in its capsules, and also provides a hypersonic reentry flight test platform for the U.S. military and NASA. The company was founded by Will Bruey and Delian Asparouhov; as of October 2026 it had raised $598 million in total.Open the full entry’ $251 million Series D led by Lux CapitalLux CapitalLux Capital is a U.S. venture capital firm founded in 2000 by Peter Hébert, Josh Wolfe and Robert Paull, with offices in New York and Silicon Valley. Focused on emerging science and technology, the firm backs companies in fields including life sciences, artificial intelligence, robotics, manufacturing, aerospace and defense through fund investments and by helping to found companies.Open the full entry and Natural Capital; Varda is also listed in 8090 Industries’ portfolio.⁠[8][9]

8090 Industries describes its focus as “The New Industrial Stack”: manufacturing and supply chain, AI infrastructure, aerospace and defense, and energy, spanning advanced manufacturing, robotics, chips and components, compute infrastructure and autonomous systems, and it combines long-term capital with a global industrial network to provide commercial support. Its backers are families and institutions that have built and operated major industrial enterprises for generations, and its platform brings together large power plants, shipping fleets, mining, metal refineries, manufacturing facilities and defense systems developers.⁠[7][7][7][1][1]

Portfolio companies listed on its website include AI compute company Nscale, modular edge AI infrastructure company Armada, advanced fission company Oklo, autonomous electric railcar company Parallel Systems, all-electric coastal seaglider company REGENT, ocean energy company Panthalassa and solar company Exowatt, as well as Varda Space, Atomic Industries and Durin; the website notes that the companies shown are a selected representation and not all of its investments.⁠[9][9][9][9][9][9][9][9][9][9]

8090 Industries: Official website: https://8090industries.com/ (opens in a new window).⁠[7]

LinkedInLinkedInLinkedIn is a social networking platform for professionals. It was founded in 2002 by Reid Hoffman and others, launched in 2003, and listed on the New York Stock Exchange in 2011; after Microsoft acquired it for approximately $26.2 billion in 2016, it became a wholly owned Microsoft subsidiary. Its revenue comes from membership subscriptions, advertising, and recruitment solutions.Open the full entry: Public profile: https://www.linkedin.com/company/8090-industries/ (opens in a new window)⁠[7]

The Industrialist (firm newsletter): https://industrialistmedia.substack.com/ (opens in a new window)⁠[7]