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Companies
Operating businesses + investment-office holdings · illustrative
Holdings9
Consolidated2
Investment office5
| Company | Stake | Method | Scale | Source | Close status | Trend | |
|---|---|---|---|---|---|---|---|
![]() Heartland Building materials · since 2011 | Wholly owned | Full | $4M rev | Yardi | Signed off | ||
![]() Selkirk Timber Products Building materials · since 2014 | Wholly owned | Full | $28M rev | Planful | Signed off | ||
![]() Laird Norton Wetherby Wealth management · since 2022 | Wholly owned | Equity | $14.0B AUM | Planful | Signed off | ||
![]() CFO Selections Financial services · since 2020 | Minority (25%) | Equity | $18M rev | Spreadsheet | Memo2 spreadsheet inputs pending | ||
![]() Cordage Foods Food & beverage · since 2018 | Investment (18%) | Equity | $240M rev | Memo | Investment | ||
![]() Whitcomb Robotics Industrial automation · since 2023 | Investment (12%) | Equity | $47M rev | Memo | Investment | ||
Alderwood Health Healthcare services · since 2021 | Investment (22%) | Equity | $86M rev | Memo | Investment | ||
Northwater Capital Financial services · since 2022 | Investment (15%) | Equity | $52M rev | Memo | Investment | ||
Basecamp Outdoor Consumer & retail · since 2023 | Investment (20%) | Equity | $110M rev | Memo | Investment |





