FI  Blue Haven Initiative

http://bluehaveninitiative.com/





     Office Locations:

104 Mount Auburn Street
Cambridge, MA 02138

 

Stages:

  • Early
  • Growth


 

Industries:

  • Education & Training
  • Energy & Clean Tech
  • Financial Services
  • Life Sciences & Healthcare
  • Real Estate & Construction

  •  

    Description:

    Blue Haven Initiative is an innovative family office dedicated to putting wealth to work for competitive returns and positive social and environmental change. Investing with high standards to maximize financial performance and public benefit, it manages a diversified investment portfolio across asset classes, from public equities and fixed-income holdings to private equity and direct investments. Launched by investors Liesel Pritzker Simmons and Ian Simmons in 2012, Blue Haven Initiative manages a diversified portfolio of investments across asset classes, from traditional equities to direct investments in groundbreaking new companies. Blue Haven seeks market rates of financial return on its investments as well as maximum social and environmental impact. Blue Haven also invests in traditional asset classes through third-party investment managers. Initial checks are from $250K to $1 million, with the potential to grow investment to $5 million+ over time.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Dave Horwich Managing Director
    Ian Simmons Co-Founder & Principal
    Kelly Escobedo Managing Director
    Liesel Pritzker Simmons Co-Founder & Principal

     

    Portfolio companies include:


      BlueMark
        web link


      PaxVax
        web link


     

    Recent News: