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Office Locations:
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2309 Santiago Dr.
Newport Beach, CA 92660
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- Early
- Expansion
- Growth
- Middle Market
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Quercus Trust is a private investment firm operated by David Gelbaum. According to the Earth2Tech web site, Gelbaum is a former trader at hedge fund Princeton/Newport Partners, but has become a leading investor in cleantech with diversified holdings in the sector. According to published reports, Gelbaum has amassed a 47-company portfolio of clean energy stocks worth upwards of $500 million, most of which were small- and micro-cap clean energy stocks, but that increasingly Gelbaum was making venture funding deals. According to another report, Quercus has probably made more investments than every other VC firm, except for Khosla Ventures.
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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
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
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 |
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