Investors
288 Investments
No Data Found
No Data Found
INDIVIDUALS
- Anonymous (70)
- Siena Aguayo & Andy Bartholomew
- Ralph Alpert
- Felipe Arratia
- AZD Trust
- Robert Bacon
- Holly Badgley & Peter Stern
- Peter Barnes
- Benjamin Bear & Nancy Noah-Bear
- Laurie Bernstein
- Richard Billington & Dorrit Billman
- Elizabeth Boardman
- Elizabeth Boatwright
- Micah Botkin-Levy
- Peter Brastow
- Elisa Breton & Matthew Nathanson
- Tree Bresson
- William & Victoria Bruckner
- Erin Callahan
- Carol Cavanaugh
- Elsa Y. Chan & Ken Tsunoda
- Barbara Christwitz
- Joanie Ciardelli
- Mary Ann Cobb
- Helen Cohen & Mark Lipman
- Jeff Cunan & Micaela Rubalcava
- Morgan Curtis
- Linda Dallin & Paul Sussman
- Jennifer Dalton & Miles Gordon
- Steve Daniels
- S.W. Dittenhofer III
- Sarah Donoghue
- Marta Drury
- James R. Eitel
- Elain Louise Enns & Charles E. Myers
- Julie Esterly
- Caroline L. Everts
- Michael S. Falk
- Jessica and Mike Farrell
- Helen Fitzmaurice & Benjamin Keller
- Mary C. Ford & Robert F. Lewis
- Page Nelson Foster & Masa Uehara
- David Friedman
- Sue Gannon
- Jack Gedney
- Lenore Goldman
- Anne Gomez
- Sean Greene & Daniel Hlad
- William & Melanie Grossman
- Mike Hannigan
- Marilyn Harder
- Alice Henry
- Mark & Deanna Herrera
- Paul Hidy
- Adam Hirsch
- Adrienne Hirt & Jeffrey Rodman
- Adam Hochschild
- Dan Hodapp & Peggy da Silva
- Lisa Honig
- Glenda Hope
- Timothy Huang
- Martha Hyde
- The Indigo Revocable Trust
- David Jaber
- Robert Johnston
- Lona Jupiter
- Betty Kissilove
- Kesa Kivel
- Paul Kivel & Mary Luckey
- Carolyn & Kevin Knudtson
- Joseph Kresse
- Susan Kubiak
- Susan & Charles Lakatos
- Jennifer Lambdin & Mark Schack
- Jonathan Leaning
- Stephen L. Leeds
- Elinor Levine
- Richard Lewis
- David Lingren & Ilana Schatz
- Oliver H. P. Lloyd
- Dave McClary
- Adair McClatchy
- Laura & Alexander Merchant
- Pamela Merchant
- Paulette Jean Meyer
- Patricia Moore
- Mark Morris & Karen Weil
- Sally Morrow
- Phyllis Murphey
- J.D. Nasaw
- Zoe Newman
- Carolyn North Strauss
- Henry Obermayer
- Ocone Family Trust
- Laura Oldanie
- Jeffrey Ordower
- Karen Orso
- Wendy Oser
- Clifford & Lisa Lee Peterson
- Hanna Pitkin
- The Price Family Trust
- Elizabeth Rankow
- Shari Rifas
- Elisabeth Hardman Rix
- Robert Roat & Anna Marie Schmidt
- Joan & Bill Robbins
- Adam C. Roberts
- Maria Rodriguez
- Mary A. Rogier
- Kirby Sack
- Peter S. Samis
- Sherri Schultz
- Ellen B. Seh
- Alison Sevak
- Patricia Silver
- Gerald & Linda Snodgrass
- Dolores Taller
- Frances Taylor
- TDH Family Holdings LLLP
- Bonnie & George Thomas
- Kenneth P. Tsunoda
- Marianna Tubman
- Alfred Twu
- Marc van Anda
- Daniel Van Olst
- Marco Vangelisti
- Susan Vickers, RSM
- David Volkmannv
- David & Adrienne Weil
- Nina Weil
- Sandy Weil
- Wolff Family Trust
- Daniel Wu
- Molly & Dennis Wuthrich
- David Zebker
- Miriam Zofith Zuk
IN MEMORIAM
- Alvin H. Baum Jr
- Baukje Gray-Sluis & Herman Gray
- Hadley Dale Hall & L. Warde Laidman
- Stephen Matchett
- Richard Yurman
NONPROFIT
- Anonymous (2)
- East Bay Children’s Law Offices
- Community Economics Inc.
- Haight Ashbury Neighborhood Council
- ImpactAssets
- San Francisco Friends School
- San Francisco SafeHouse
- Sierra Harvest
- The Women’s Building
- YES Nature to Neighborhoods
FOUNDATIONS
- Anonymous (5)
- The California Endowment
- Darrin & Shaula Massena Family Fund
- Erich & Hannah Sachs Foundation
- Friedman Family Foundation
- People’s Life Fund
- Rose Foundation for Communities and the Environment
- San Francisco Foundation
- S.H. Cowell Foundation
- Silicon Valley Community Foundation
- Stupski Foundation
- Twin Pines Cooperative Foundation
CLIENTS OF FINANCIAL ADVISORS
- Representing 70 individuals & 15 organizations
- Chordata Capital
- Communitas Financial Planning
- Figure 8 Investment Strategies
- Fresh Pond Capital
- Hall Capital Partners
- Harrington Investments, Inc.
- Natural Investments LLC
- The Sustainability Group, Part of Loring, Wolcott & Coolidge Trust
- Rice, Heard, & Bigelow, Inc.
- Trillium Asset Management
- Veris Wealth Partners
RELIGIOUS & HEALTH ORGANIZATIONS
- Adrian Dominican Sisters
- CommonSpirit Health
- Congregation of the Sisters of Charity of the Incarnate Word
- Marianists Province of the U.S.
- Marist Fathers and Brothers
- Mercy Partnership Fund
- Providence St. Joseph Health
- Religious Communities Impact Fund
- Sinsinawa Dominicans
- Sisters of St. Joseph of Orange
- Sisters of the Holy Names of Jesus and Mary
- St. Ignatius Church
- St. John’s Presbyterian Church, Berkeley
- Trinity Health Corporation
CORPORATIONS & INSTITUTIONS
- Bank of America
- Bank of the West
- PNC Bank
- CSAA Insurance Group
- East West Bank
- First Bank
- First Republic Bank
- Heritage Bank of Commerce
- HSBC Bank USA
- Mechanics Bank
- Parnassus Core Equity Fund
- Parnassus Endeavor Fund
- Silicon Valley Bank
- Northern Trust
- US Bank
- Union Bank
- United Business Bank
- Wells Fargo Bank, N.A.