# Cascade Investment: portfolio, investments and team

> Cascade Investment is a family office based in United States. 5 investments on record, latest Oct 2015. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/cascade-investment (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Cascade Investment

Last cheque observed Oct 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Quiet Family office

Seed Series A Series B Energy Financial Services Genetics

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 5 on record

Since the last cheque **4023** days **00** hrs **00** min **00** sec

Median round **$60M** Rounds led **0 of 5** Sole investor **1 rounds** Exits **1 from the portfolio** Mostly in **United States, 80%**

Pitch Cascade Investment

## Cascade Investment highlights

- 01 5 rounds on record
- 02 Mostly Series B and Venture: 80% of its rounds
- 03 Sole investor in 1 rounds, median $10M
- 04 1 exits from the portfolio

## What they do

- **Type:** Family office (from a list, unverified)
- **Cheque size:** Not stated
- **Stages:** Seed Series A Series B Growth Pre-IPO
- **Sectors:** Energy Financial Services Genetics
- **Based in:** Colorado Springs, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **5 appearances**

- **2015** 1 round
- **Oct** **[Delos](https://millionrounds.com/company/delos)** Venture · US **$108M** With 2 others
- **2010** 1 round
- **Apr** **[Schrodinger](https://millionrounds.com/company/schrodinger-2)** Venture · US · nwinnovation.com **$10M** Sole investor
- **2007** 1 round
- **Sept** **[OANDA Corporation](https://millionrounds.com/company/oanda-corporation)** Series B · CA · venturebeat.com **$100M** With 5 others
- **2004** 2 rounds
- **Apr** **[Corus Pharma](https://millionrounds.com/company/corus-pharma)** Series C · US **$60M** With 16 others
- **Mar** **[Extend America](https://millionrounds.com/company/extend-america)** Series B · US **$9.5M** With 3 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **2 named**

DM **Dana Marie Capozzella** Chief Compliance Officer i Form ADV

RG **Robert Gold Wrubel** President/Managing Director i Form ADV

We also hold **3** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$420M** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Cascade Investment Group, Inc.
- **SEC number:** CRD 35844

## Exits from the portfolio

Companies it backed that were later bought or listed **1 in all**

**[Corus Pharma](https://millionrounds.com/company/corus-pharma)** Bought by [Gilead Sciences](https://millionrounds.com/fund/gilead-sciences) **Undisclosed** Oct 2006

An exit counts when it came after the firm's first round in the company. From historical deal records.

## The cheque

Seed Series A Series B

Median round joined **$60M** the round, not its cheque Alone, median **$10M**

Led 0 of 5 rounds **0%**

- **Sole investor:** 1 rounds
- **Last cheque:** Oct 2015
- **Exits:** 1 from the portfolio

Rounds by stage said on their site

- Series B said *2*
- Venture *2*
- Series C *1*
- Seed said *-*
- Series A said *-*
- Growth said *-*
- Pre-IPO said *-*

Cheques by year Led Joined

2004 2015

**Pitching Cascade Investment?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

Add to your CRM *→*

## Quick answers about Cascade Investment

### What does Cascade Investment invest in?

Cascade Investment invests most often at Series B and Venture (80% of the rounds on record), in sectors such as Energy, Financial Services and Genetics.

### How active is Cascade Investment?

5 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2015.

### How big are Cascade Investment's cheques?

The median round it joins is $60M.

### Does Cascade Investment lead rounds?

Rarely, if at all: none of its 5 investments on record names it as the lead.

### Where does Cascade Investment invest?

Most of the companies it backs are in the United States (80%) and Canada (20%).

### Is Cascade Investment investing now?

No investments in the last 12 months; the latest was in Oct 2015.

### What kind of investor is Cascade Investment?

Cascade Investment is a family office based in Colorado Springs, United States.

### How much does Cascade Investment manage?

About $420M, as regulatory assets under management (Oct 2026).

## Raising now?

Find the investors who back rounds like yours, and keep every conversation on one fundraising board.

Find similar investorsOpen your CRM

Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=cascade-investment) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=cascade-investment)
