FOF  Orca Bay Partners




     Office Locations:

1301 First Avenue
Seattle, WA 98101
Phone: 206-689-2410
Fax: 206-689-2407

 

Stages:

  • Middle Market


 

Industries:

  • Financial Services

  •  

    Description:

    Orca Bay Partners is a private equity firm specializing in growth financings, buyouts, and recapitalizations in the financial services sector. Founded in 1998 by John E. McCaw Jr., Ross Chapin and Stan McCammon, the firm is based in Seattle, WA and is an affiliate of Orca Bay Capital. Orca Bay Partners manages money for institutional clients ranging from fund-of-funds to commercial banks, and for wealthy individuals. Orca Bay's areas of expertise include asset management and wealth management firms as well as companies that distribute financial products. Its current list of financial services investments includes Parametric Portfolio Associates of Seattle, WA and EnvestnetPMC of Chicago, IL.



    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.
    Carol S. Lokey CFO
    John E. McCaw Principal & Co-Founder
    Kathryn L. Munro Partner

     

    Portfolio companies include:


      1838 Investment Advisers
        web link


      EnvestnetPM
        web link


      Parametric Portfolio Associates
        web link


     

    Recent News: