FI  Jefferson River Capital

https://www.linkedin.com/company/jefferson-ri ver-capital-llc/people/





     Office Locations:

1330 Avenue of the Americas, 11th Floor
New York, NY 10019

 

Stages:

  • Early
  • Middle Market


 

Industries:

  • Education & Training
  • Information Technology
  • Life Sciences & Healthcare
  • Real Estate & Construction
  • Retail & Restaurant
  • Sports & Entertainment

  •  

    Description:

    Jefferson River Capital is one of two family offices financed by Hamilton (Tony) James, Vice Chairman for the Blackstone Group LP (see profile). According to Bloomberg, James's wealth, about $2.5 billion, is spread across at least two family offices, Jefferson River (see profile) and Swift River Investments. Jefferson River is named after a waterway that runs through his family's Montana ranch, and was set up in 2016. The firm has been involved with several small private equity transactions including: Autism Learning Partners, a Glendale, California-based therapy provider to children with autism spectrum disorders, and Portsmouth, New Hampshire-based Legacy Global Sports. Jefferson River also has participated in venture capital funding rounds, including those of Digital Asset Holdings, a financial technology firm led by former JPMorgan Chase & Co. executive Blythe Masters, and Pulmotect, which develops inhaled drug technology designed to boost immune response in lungs. According to Bloomberg, Jefferson River's real estate focus will be on multifamily, industrial and office properties in the Northeast and Southeast U.S.



    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 New York Database subscription.
    Bill Helm Senior Managing Director
    Daniel Forman CIO
    Drew Rifkin Principal
    Hamilton (Tony) James Founder

     

    Recent Funding Events (trailing 12 months):


      Date


      Name


      State


      Amount


      Stage


      06/20/2023


      PM Pediatric Care


      NY


      $50,000,000


      Series E


     

    Portfolio companies include:


      Alto IRA
        web link


      Digital Asset
        web link


      PM Pediatric Care
        web link


     

    Recent News: