FI  Okabena Company

http://www.okabena.com/





     Office Locations:

1800 IDS Center
80 South Eighth Street
Minneapolis, MN 55402
Phone: 612-339-7151

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Manufacturing & Industrial
  • Retail & Restaurant

  •  

    Description:

    Okabena Company together with its subsidiary Okabena Investment Services, Inc. provides integrated investment and wealth management solutions to individuals and families of wealth. Founded in 1967 to serve the Dayton family's (which founded Target retail stores) investment and financial services needs, Okabena Company has established itself as one of the nation's foremost family offices. Okabena Company has also stewarded the Dayton family's philanthropic activities for more than 50 years and in the process has gained a deep understanding of philanthropic organizations, their needs, and their cultures. In 1994, Okabena formed a wholly-owned subsidiary, Okabena Investment Services, Inc., to hold the investment operations of the enterprise. In 1996, OIS extended its investment management services to small and mid-sized tax-exempt organizations outside the Dayton family, under the brand name of Okabena Advisors. Today, Okabena Advisors provides discretionary investment management and administrative services to a variety of nonprofit organizations throughout the country, including endowments, foundations, and associations. According to published reports, Okabena's investment subsidiary, which manages approximately $1.3 billion, currently serves down to the sixth generation of Dayton family members.



    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.
    Darcy L. Catlett Vice President & COO
    Douglas A. Neimann President and Chief Investment Officer
    James H. Field President
    James M. Karges Sr. Vice President

     

    Portfolio companies include:

     

    Recent News: