Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Medley Partners, founded in 2004 by Mark Heising, serves as the private markets investment manager for Jim Simons' family and affiliated foundations. The firm focuses on alternative investments across venture capital, private equity, credit, and real estate, diversifying its portfolio with a robust strategy.
Unlock mandates & allocation signals
See Medley Partners's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Family Office
Middleton Partners
Glencoe, United States
Middleton Partners is a Chicago-based investment firm specializing in real estate and opportunistic assets, including operating businesses and music royalties. The firm adopts a flexible investment approach, not limited by traditional private equity constraints.
Family Office
Simon Equity Partners
California, United States
Simon Equity Partners, founded in 1998 and based in San Francisco, California, is a private equity firm specializing in growth capital investments in consumer companies. The firm leverages financial expertise and networks to support inspired entrepreneurs in building valuable businesses.
Family Office
Promus Holdings, LLC
Blair Hull, United States
Promus Holdings, a Chicago-based family office founded in 2008, invests in alternative assets including direct private equity in lower-middle market companies and commercial real estate with value-add strategies focused on high-growth metropolitan areas. It manages multi-strategy portfolios for multiple families.
Family Office
Markmel Company
Urbandale, United States
Markmel Company, founded in 2009 as a family office investment platform, is headquartered in the Midwest and focuses on seed-stage startups as well as commercial and residential real estate throughout the United States. The firm emphasizes impactful projects and blends its heritage with a strong work ethic.
Family Office
Persimmon Capital Partners
Bethesda, United States
Persimmon Capital Partners is a Washington, D.C.-based firm founded in 2008, specializing in private equity and real estate investments. The firm focuses on direct, private investments across various asset classes and maintains a diversified portfolio in alternative assets.
Family Office
Global Markets Partners
—
Global Markets Partners is a private investment office founded over a decade ago, with headquarters in Dubai and offices in London, Cayman Islands, and Amsterdam. The firm invests across diversified asset classes including real estate, venture-backed companies, impact initiatives, private equity, infrastructure, cleantech, and space sectors with a long-term, multi-generational approach focused on preserving and growing wealth.