|
|
Office Locations:
|
1600 Huntington Drive
South Pasadena, CA 91030
Phone: 626-441-5111
| |
|
|
|
|
|
|
Information Technology
Medical Device
|
|
|
|
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 $18 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.
|
|
|
|
|
|
|
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 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 |
|
|
|
|
|
