Blue Haven Initiative is an innovative family office dedicated to putting wealth to work for competitive returns and positive social and environmental change. Investing with high standards to maximize financial performance and public benefit, it manages a diversified investment portfolio across asset classes, from public equities and fixed-income holdings to private equity and direct investments.
Based in the US, Blue Haven Initiative makes investments in profitable companies, nonprofit organizations and new ventures creating positive social or environmental impact. To enhance innovation, they invest using a variety of capital types, including equity, debt, and hybrid structures. Blue Haven Initiative strives to improve social and environmental performance across the portfolio while optimizing financial returns appropriate to each asset class.
Launched by investors Liesel Pritzker Simmons and Ian Simmons in 2012, Blue Haven Initiative manages a diversified portfolio of investments across asset classes, from traditional equities to direct investments in groundbreaking new companies.
One of the first family offices created with impact investing as its mission and focus, Blue Haven seeks market rates of financial return on its investments as well as maximum social and environmental impact. It applies a rigorous portfolio-management lens to for-profit and philanthropic capital with the goal of aligning financial performance and public benefit. With this approach, Blue Haven considers the nuanced ramifications of its investment choices while pursuing financial returns appropriate to each asset class or venture.
When investing, Blue Haven seeks to put capital to work in highly productive ways: helping mission-driven projects and companies achieve scale, supporting entrepreneurs whose innovations spur change, and partnering with other investors to accelerate economic progress. Active in frontier markets and in the United States, its in-house team and their advisors are dedicated to sourcing direct investments, conducting due diligence and managing its portfolio over time. In addition to funding early-stage, innovative businesses that improve standards of living, create economic opportunity, and deliver products and services cleanly and efficiently to underserved communities, Blue Haven also invests in traditional asset classes through third-party investment managers.
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