FI  Blue Haven Initiative

     Office Locations:

104 Mount Auburn Street
Cambridge, MA 02138



  • Early
  • Growth



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



    The Blue Haven Initiative is a family office think tank, looking at how a family and its assets can impact the world and communicate that story to inspire others. Blue Haven Initiative makes investments in companies, funds, and financial products that seek to optimize financial, social and environmental return. The firm has two investment approaches: the Broad Strategy and the Direct Investment Strategy. Within the Broad Strategy, Blue Haven works closely with the Caprock Group, managing a diversified portfolio across all the traditional asset classes, including public equities, fixed income, alternative investments and real assets. Within the Direct Investment Strategy, Blue Haven manages an evergreen portfolio of venture investments directly into for-profit companies that are creating positive social or environmental impact.

    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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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.
    Ian Simmons Co-Founder & Principal
    Kelly Escobedo Director of Operations
    Lauren Cochran Director of Private Investments
    Liesel Pritzker Simmons Co-Founder & Principal


    Portfolio companies include:


      Builders of Hope

      Crossboundary Energy


      Ethical Electric
        web link


      Karibu Homes

        web link

        web link

      Smart Procure

      The Lyme Timber Company

      Umati Capital


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