Cascade Investment Group Fund I

Cascade Investment Group

Status

INACTIVE

Global HQ

Colorado, United States

Countries of investment

Investment stages

Seed
Series A
Series B

Industries

Fintech
E-Commerce
AI
IoT

About
Cascade Investment Group, Inc. is a distinguished firm comprised of investment professionals boasting over 100 years of combined experience in the financial services industry. Since our establishment in 1996, we have specialized in comprehensive financial and tax planning, as well as risk and portfolio management, tailored to meet the unique needs of our clients. Our commitment to a client-focused approach guarantees unbiased advice and innovative strategies that empower individuals and businesses to achieve their financial goals. We pride ourselves on building long-lasting relationships, grounded in trust and exceptional service, to navigate the complexities of wealth management effectively.

Min check size: $25K
Max check size: $500K
Fund size: Unlock
NPS: Unlock

Investment Thesis

Cascade Investment Group focuses on providing personalized, clientfocused investment advice free from conflicts of interest caused by large corporate ownership. The firm emphasizes fiduciary responsibility and seeks to disclose all conflicts of interest.

Lead investor: Unlock
Co Invest: Unlock
Number of exits: Unlock
Preferred contact method: Unlock

Manager's Experience

With extensive experience in private equity, the fund manager has successfully executed over 40 deals across technology and healthcare sectors, particularly in North America and Europe. Specializing in growth-stage investments, their strategic style combines a data-driven approach with operational expertise, ensuring robust value creation. Notable exits include several high-profile tech firms that significantly boosted overall portfolio returns. Their emphasis on thematic investing enables a forward-thinking perspective, positioning the firm advantageously within competitive markets.