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Private equityFirmbuyoutlower middle market

Beech Tree PE LLP

Private Equity

Wilmslow, Cheshire

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Search this name across graphsid dfx:pe:889e7c3d-fe0c-45c4-a39a-75c9abcec480

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 1:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 12
On other graphs: 0
Observed: Sep 13, 2026 to Sep 18, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 3
PE funds: 3
Vintages: 2024 to 2024
PE GAV, 2024 filing: $277Mgross asset value on Form ADV; never dry powder
Investments: 20
Active investments: 3
Size band: LOWER MIDDLE MARKETderivedproxy: $0.28bn Private Equity Fund GAV on the Form ADV filed 2024-11-11
Stated sectors: software
Latest ADV filing: Nov 11, 2024
Website: beechtreepe.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Beech Tree Private Equity II L.P	2024	Unknown	Private Equity Fund	n/a	$52.9M
Beech Tree Private Equity Partners IV L.P	2024	Unknown	Private Equity Fund	n/a	$59.5M
Beech Tree Private Equity Partners III, L.P.	n/a	Successor fundraising	Private Equity Fund	n/a	$165M

Investments

Company	State	Role	Control	Invested	Exited	Status
Remit Training	n/a	Add on	control	Mar 16, 2026	n/a	active
Simpson Associates	n/a	unknown	unknown	Nov 27, 2025	n/a	exited
Simpson Associates	n/a	unknown	unknown	Nov 27, 2025	n/a	active
Advanta Wealth	n/a	unknown	unknown	n/a	n/a	exited
Arc	n/a	unknown	unknown	n/a	n/a	exited
Avid	n/a	unknown	unknown	n/a	n/a	exited
BCN Group	n/a	unknown	unknown	n/a	n/a	exited
CovertSwarm	n/a	unknown	unknown	n/a	n/a	exited
Fluent	n/a	unknown	unknown	n/a	n/a	exited
Fourteen IP	n/a	unknown	unknown	n/a	n/a	exited
Inspiro Learning	n/a	unknown	unknown	n/a	n/a	exited
Learnlight	n/a	unknown	unknown	n/a	n/a	exited
Obsequio Group	n/a	unknown	unknown	n/a	n/a	exited
Performanta	n/a	unknown	unknown	n/a	n/a	exited
Redstor	n/a	unknown	unknown	n/a	n/a	exited
Sustainable Energy First	n/a	unknown	unknown	n/a	n/a	exited
Telana	n/a	unknown	unknown	n/a	n/a	exited
Transparity	n/a	unknown	unknown	n/a	n/a	exited
Wavenet	n/a	unknown	unknown	n/a	n/a	exited
Inspiro	n/a	platform	unknown	n/a	n/a	active

Relationships

Invested in (19)

→ Simpson AssociatesCompanyunknown
Nov 27, 2025 to presentfactNews and newswire, The subject's own site
→ Remit TrainingCompanyAdd on
Mar 16, 2026 to presentfactNews and newswire
→ InspiroCompanyplatform
factNews and newswire
→ RedstorCompanyunknown
factThe subject's own site
→ Sustainable Energy FirstCompanyunknown
factThe subject's own site
→ TelanaCompanyunknown
factThe subject's own site
→ TransparityCompanyunknown
factThe subject's own site
→ WavenetCompanyunknown
factThe subject's own site
→ Advanta WealthCompanyunknown
factThe subject's own site
→ ArcCompanyunknown
factThe subject's own site
→ AvidCompanyunknown
factThe subject's own site
→ BCN GroupCompanyunknown
factThe subject's own site
→ CovertSwarmCompanyunknown
factThe subject's own site
→ FluentCompanyunknown
factThe subject's own site
→ Fourteen IPCompanyunknown
factThe subject's own site
→ Inspiro LearningCompanyunknown
factThe subject's own site
→ LearnlightCompanyunknown
factThe subject's own site
→ Obsequio GroupCompanyunknown
factThe subject's own site
→ PerformantaCompanyunknown
factThe subject's own site

Employs (10)

→ Leigh ThomasPersonInvestment Director
factThe subject's own site
→ Luke BurnsPersonDirector
factThe subject's own site
→ Paul Jonathan FranksPersonDesignated Member
Mar 1, 2015 to presentfactForm ADV, The subject's own site
→ Ben CartwrightPersonDirector
factThe subject's own site
→ Claudia HaywoodPersonInvestment Manager
factThe subject's own site
→ Adam James RuddPersonDesignated Member
May 1, 2022 to presentfactForm ADV, The subject's own site
→ Andrea PalmerPersonFinance Director
factThe subject's own site
→ Andy MarshPersonManaging Partner
factThe subject's own site
→ James RosthornPersonInvestment Director
factThe subject's own site
→ Andrew Neil MarshPersonDesignated Member
Mar 1, 2015 to presentfactForm ADV

Manages (3)

→ Beech Tree Private Equity Partners III, L.P.FundPrivate Equity Fund
Dec 7, 2020 to presentfactForm ADV
→ Beech Tree Private Equity II L.PFundPrivate Equity Fund
Nov 11, 2024 to presentfactForm ADV
→ Beech Tree Private Equity Partners IV L.PFundPrivate Equity Fund
Nov 11, 2024 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 16, 2026
Firm news
Beech Tree Private Equity announces the promotion of Leigh Thomas to Investment Director
The subject's own siteobserved yesterday
Occurred
Mar 16, 2026
Transaction announced
Inspiro Learning acquires Remit Training
News and newswireobserved today
Occurred
Nov 27, 2025
Platform investment
Beech Tree Private Equity invests in Simpson Associates
Simpson Associates News and newswireobserved today
Occurred
Nov 27, 2025
Firm news
Inspiro Learning acquires Remit Training
The subject's own siteobserved yesterday
Occurred
Nov 27, 2025
Firm news
Beech Tree Private Equity invests in Simpson Associates
The subject's own siteobserved yesterday
Occurred
Nov 27, 2025
Firm news
Beech Tree Private Equity Exits Its Investment in Obsequio Group
The subject's own siteobserved yesterday
Occurred
Nov 27, 2025
Transaction announced
Beech Tree Private Equity invests in Simpson Associates
News and newswireobserved today
Occurred
May 1, 2022
Person joined
Adam James Rudd joined Schedule A of Beech Tree PE LLP as Designated Member
Form ADVobserved 5 days ago
Occurred
Dec 7, 2020
Adviser first adv filing
Beech Tree PE LLP first filed Form ADV in the extract (ERA)
Form ADVobserved 5 days ago

Show 3 bookkeeping events

Occurred
Nov 11, 2024
Beech Tree Private Equity II L.P first reported on Form ADV by Beech Tree PE LLP (Private Equity Fund), GAV $52,893,284
Occurred
Nov 11, 2024
Beech Tree Private Equity Partners IV L.P first reported on Form ADV by Beech Tree PE LLP (Private Equity Fund), GAV $59,511,763
Occurred
Dec 7, 2020
Beech Tree Private Equity Partners III, L.P. first reported on Form ADV by Beech Tree PE LLP (Private Equity Fund), GAV $95,005,109

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 6 work emails (firm website) · as of 2026-09-17

Leigh Thomas
Investment Director · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Luke Burns
Director · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Paul Jonathan Franks
Designated Member · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Ben Cartwright
Director · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Claudia Haywood
Investment Manager · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Adam James Rudd
Designated Member · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Andrea Palmer
Finance Director · Revealable: 1 work email (firm website)
Andy Marsh
Managing Partner · Revealable: 1 professional profile (firm website), 1 work email (firm website)
James Rosthorn
Investment Director · Revealable: 1 professional profile (firm website), 1 work email (firm website)

Also named here, with no published line of their own (reach them through the firm): Andrew Neil Marsh (Designated Member).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan