Cocoon Wealth Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Inactive

  • Professionals
  • 2

Professionals

  • Investments
  • 17

  • Exits
  • 15

Exits

Cocoon Wealth General Information

Company Description

Founded in 2011, Cocoon Wealth was a private equity firm based in London, United Kingdom. The firm preferred to make investments in the consumer goods, energy, finance, healthcare, live events, mining and minerals, real estate, social and technology sectors. The firm ceased operations as of January 28, 2022.

Business Details

Website
cocoonwealth.com
Formerly Known As
Levy & Associates, Lime Tree Investment Partners, Lw2 Holdings, Old Burlington Investment Partners, Sanctuary Wealth, The Levy Family Office
Year Founded
2011
Investor Status
Out of Business
Primary Investor Type
PE/Buyout
Other Investor Types
Venture Capital
Corporate Office
  • Resolve Advisory Limited 22 York Buildings
  • John Adams Street
  • London WC2N 6JU
  • England, United Kingdom

Cocoon Wealth Investments (17)

Cocoon Wealth’s most recent investment was a with Goji (Europe) for . The deal was made on 15-Nov-2016.

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Goji (Europe) 15-Nov-2016 Financial Software Generating Revenue
ClearSpot 22-Jan-2016 Food Products Generating Revenue
Novia Financial 01-Aug-2015 Other Financial Services Generating Revenue
The African Solar Cooperative 01-Jan-2015 Other Services (B2C Non-Financial) Out of Business
Better All Round Group 01-Nov-2014 Early Stage VC Household Products Generating Revenue
You’re viewing 5 of 17 investments. Get the full list »

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Cocoon Wealth Exits (15)

Cocoon Wealth has made a total of 15 exits. Its latest exit was from ClearSpot on 04-Jun-2024. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size
ClearSpot 04-Jun-2024
La Fin De La Rue 28-Jan-2022
Goji (Europe) 01-Jan-2022
Infinity SDC 01-Oct-2021
Novia Financial 29-Apr-2021 Buyout/LBO
You’re viewing 5 of 15 exits. Get the full list »

Cocoon Wealth Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Towerstone Partners London, United Kingdom 2013

Cocoon Wealth FAQs

  • What is Cocoon Wealth?

    Founded in 2011, Cocoon Wealth was a private equity firm based in London, United Kingdom.

  • When was Cocoon Wealth founded?

    Cocoon Wealth was founded in 2011.

  • Where is Cocoon Wealth headquartered?

    Cocoon Wealth is headquartered in London, United Kingdom.

  • How many investments has Cocoon Wealth made?

    Cocoon Wealth has made 17 investments.

  • What has Cocoon Wealth invested in?

    Cocoon Wealth has made numerous investments in companies like Goji (Europe), ClearSpot, and Novia Financial within the Financial Software, Food Products, and Financial Services industries.

  • What has Cocoon Wealth invested in recently?

    Cocoon Wealth's latest investment was on 15-Nov-2016 in Goji (Europe), a company within the Financial Software industry.

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