Investments List

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Last Updated: July 15, 2019

HCAP Fund IV, LP 2018 $3 million
Private Debt For-profit
Huntington Capital Fund III, LP 2013 $3 million
Private Equity For-profit
Huntington Capital Fund II, LP 2008 $2 million
Private Equity For-profit
CDC Small Business Finance 2018 $105,000
Other Grant Type Nonprofit
Rhode Island Foundation 2018 $1.3 million
Other Grant Type Nonprofit
Rhode Island Food Policy Council 2019 $144,000
Other Grant Type Nonprofit
Rhode Island Commerce Corporation 2018 $75,000
Other Grant Type Nonprofit
Impact Assets, Inc. 2018 $500,000
Other Grant Type Nonprofit
CenterState CEO 2019 $48,000
Other Grant Type Nonprofit
CapShift 2018 $500,000
Private Equity For-profit
Calvert Impact Capital 2016 $2 million
Other Grant Type Nonprofit
The Housing Partnership Network 2019 $141,200
Other Grant Type Nonprofit
New Hampshire Charitable Foundation (NHCF) 2019 $1.3 million
Other Grant Type Nonprofit
Metro IAF, Inc. 2019 $55,000
Other Grant Type Nonprofit
Pacific Community Ventures 2018 $550,000
Other Grant Type Nonprofit
Blue Highway Growth Capital Fund, L.P. 2018 $250,000
PRI-Equity For-profit
Business Alliance for Local Living Economies (BALLE) 2018 $160,000
Other Grant Type Nonprofit
World Wildlife Fund 2018 $82,500
Other Grant Type Nonprofit
Maine Initiatives 2019 $250,000
Other Grant Type Nonprofit
Vermont Council on Rural Development (VCRD) 2018 $32,000
Other Grant Type Nonprofit
Vermont Community Foundation 2018 $61,000
Other Grant Type Nonprofit
Social Progress Imperative 2018 $100,000
Other Grant Type Nonprofit
Fresno Metro Black Chamber of Commerce 2018 $40,000
Other Grant Type Nonprofit
Access Plus Capital 2018 $100,000
Other Grant Type Nonprofit
Endeavor 2018 $100,000
Other Grant Type Nonprofit
Central Valley Community Foundation 2018 $204,000
Other Grant Type Nonprofit
Faith in the Valley 2018 $100,000
Other Grant Type Nonprofit
California Harvesters 2018 $100,000
Other Grant Type Nonprofit
Coastal Enterprises, Inc. 2018 $1.05 million
Other Grant Type Nonprofit
League of Intrapreneurs 2018 $300,000
Other Grant Type Nonprofit
Urban Innovation Fund I 2018 $2 million
PRI-Equity For-profit
WORK Capital 2018 $26.6 million
Public Equity For-profit
Ownership Capital 2017 $10 million
Public Equity For-profit
Uplift America 2016 $1.5 million
Other Grant Type Nonprofit
RSF Social Finance 2017 $1.5 million
Other Grant Type Nonprofit
SJF Ventures Fund IV 2016 $3 million
Private Equity For-profit
Greenline Ventures 2016 $2 million
PRI-Debt For-profit
CECP 2018 $120,000
Other Grant Type Nonprofit
Breckinridge 2015 $25 million
Public Debt For-profit
Sustainable Finance-Real Economies (SFRE) Sapphire Fund 2015 $1.75 million
Private Equity For-profit
DBL Partners, Fund III 2014 $5 million
Private Equity For-profit
Bridges Ventures 2014 Unpermitted to disclose
PRI-Equity Nonprofit
Aperio Group 2014 $58.7 million
Public Equity For-profit
The SASB Foundation 2013 150,000
Other Grant Type Nonprofit
SUN Initiative Financing LLC 2016 $1 million
Private Debt Nonprofit
SJF Ventures Fund III, LP 2012 $2 million
Private Equity For-profit
New Hampshire Community Loan Fund 2018 $450,000
Other Grant Type Nonprofit
Native American Bancorporation Co. 2009 $300,000
PRI-Equity For-profit
Blackrock 2009 Unpermitted to disclose
Public Equity For-profit
RBC Global Asset Management 2009 $19 million
Public Debt For-profit
Pacific Community Ventures Investment Partners III, LLC 2007 $500,000
PRI-Equity Nonprofit
Community Reinvestment Fund 2007 $1 million
PRI-Debt Nonprofit
California Smart Growth Fund IV, LP 2006 $2 million
Private Equity For-profit
State Street Global Advisors 2005 $32.7 million
Public Equity For-profit
SJF Ventures Fund II, LP 2004 $500,000
PRI-Equity For-profit
DBL Bay Area Equity Fund I 2003 $1 million
Private Equity For-profit
The Southern Appalachian Fund, LP 2003 $400,000
Private Equity Nonprofit
Penn Ventures Partners, LP 2002 $250,000
Private Equity For-profit

* “$ Amount of Heron Investment” is updated quarterly (as of the “last updated” date) for marketable investments only. For non-marketable securities we give the amount originally committed, and do not update that number.