A holding company built for multi-decade horizons.

Fern Avenue Holdings is a holding and investment company responsible for managing the assets and the wealth of the Fern Avenue Foundation — one of the most forward-thinking and futurist enterprise foundations in North America.

Mandate

Fern Avenue Holdings is the controlling shareholder of Simbull Inc., OpenFoundry Inc, and other companies, and manages an investment portfolio with a long-term return perspective.

In addition to managing a broad portfolio of equities, bonds, real estate, infrastructure, and private equity assets, Fern Avenue is an important FinTech investor. Through its Seed, Venture, Growth, Principal Investments, and Planetary Wealth Investments programs, Fern Avenue Holdings invests in AI and digital asset companies at all stages of development.

Operating Principles

01 — 03
/ 01

Perpetual Capital

Our structure is evergreen. We are not constrained by ten-year fund cycles, enabling us to back generational projects with patience.

/ 02

Multi-Stage Mandate

We participate from seed and venture through growth, principal investments, and planetary-wealth allocations.

/ 03

Foundation-Aligned

Returns compound the Fern Avenue Foundation's mission — long-term stewardship of forward-thinking technology and capital.

Portfolio Verticals

/01Public Equities
/02Fixed Income
/03Real Estate
/04Infrastructure
/05Private Equity
/06FinTech
/07Artificial Intelligence
/08Digital Assets

Building something foundational? We invest across every stage.

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