FI  Medley Partners

     Office Locations:

50 California Street, Suite 3350
San Francisco, CA 94111
Phone: 415-375-8790



  • Early
  • Middle Market



  • Energy & Clean Tech



    Medley Partners manages private equity investments on behalf of Jim Simons' family and a number of affiliated entities. Founded in 2004, Medley invests primarily in private equity funds, including buyout, growth equity, venture capital, real estate and distressed in the United States, Europe and Asia, and also participates in co-investment opportunities with the funds where it is invested. The firm employs a diverse investment approach by geography and industry, actively seeking new investments with strong managers and compelling long-term value fundamentals.

    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 or Silicon Valley Database subscription.
    Brian S. Schneider Managing Director
    Caroline Shettle Associate
    John Milani Managing Director
    Jon Sheets Associate
    Mark W. Heising Managing Director


    Portfolio companies include:

      EnLink Geoenergy Services
        web link

      Siva Power
        web link

        web link


    Recent News: