FI  Whittier Trust

http://www.whittiertrust.com





     Office Locations:

1600 Huntington Drive
South Pasadena, CA 91030
Phone: 626-441-5111

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Stages:

  • Early


 

Industries:

  • Information Technology
  • Medical Device

  •  

    Description:

    Whittier Trust began with the Whittier family in 1935, and today is the largest independently owned family office headquartered on the West Coast. The firm is entrusted to manage and consult on more than $8 billion in assets for families in more than 30 states, with offices in Los Angeles, San Francisco, Reno, and Seattle. Whittier Trust has extensive experience with direct buyout and venture capital investments. The firm provides its clients with due diligence services, and can select and monitor private equity funds on their behalf. Periodically Whittier presents clients with the opportunity to participate in direct financing of companies in high-growth industries, such as information technology and medical devices.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription or Silicon Valley Database subscription.



    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 or Silicon Valley Database subscription.
    David A. Dahl Managing Director and COO
    Donna L. Carter Executive Vice President and CFO
    James A. Jeffs Managing Director and Chief Investments Officer
    Michael J. Casey President and CEO
    Peter J. Zarifes Executive Vice President

     

    Portfolio companies include:


      SnapMD
        web link


     

    Recent News: