DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Firms / Carrick Capital Partners
Carrick Capital Partners
Buyout firm · probableLower middle marketSan Francisco, CAcarrickcapitalpartners.comSEC registered investment adviser
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.74bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (3)
- Sep 15, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“We are a private equity firm that dedicates our capital and operating resources to growing software, SaaS, transaction processing, and technology-enabled services organizations, helping them achieve their strategic goals and reach their full market opportunities.”carrickcapitalpartners.com
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser INSTITUTIONAL_VC
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-1)R3: 17 sworn Venture Capital Funds against 10 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 5, 2012 to Mar 27, 2024
- RAUM
- $1.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 10
- PE fund GAV, latest filing
- $739Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.6Bevery private fund type, latest filing
- 2024 PE fund GAV
- $739Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 37%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $739M, Venture Capital Fund $828M, latest counts Private Equity Fund 10, Venture Capital Fund 17, lifetime distinct Private Equity Fund 10, Venture Capital Fund 17
- Employees
- 15
- Headquarters
- San Francisco, CA
- Office address
- ONE CALIFORNIA STREET, SUITE 1900, San Francisco, CA, 94111
- Business phone
- 415-432-4100
Stated criteria beside observed behaviour
24 observed deals
Stated by the firm
- Sectors
- technology, software
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- minority
- Thesis
- Carlyle and Insight Partners Invest in Exiger, a High-Growth AI Supply Chain Risk & Resilience Software Company
Observed from deals on record
- roles
- unknown 24, platform 1
- period
- to 2025-09-22, from 2025-09-22, undated holdings 24, dated observations 2
- window
- last 2025-09-22, first 2025-09-22
- control
- control 1, unknown 24
- companies
- 24
- geography
- count 1, share 0.042, value CA
- investments
- 25
- seller kinds
- transactions
- 1
- cadence by year
- 2025 other deals 1
- platform add on
- add ons 0, platforms 1, add ons per platform unknown
- sector known for
- 9
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.125, value financial services, examples Discovery, Dailypay, Instamed, count 3, share 0.125, value software, examples Mavenlink, Intelligo, Flatiron School, count 1, share 0.042, value education, examples Everspring, count 1, share 0.042, value energy, examples Seven Lakes, count 1, share 0.042, value business services, examples Factor
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.125, value financial services, examples Discovery, Dailypay, Instamed, count 2, share 0.083, value software, examples Mavenlink, Flatiron School, count 1, share 0.042, value education, examples Everspring, count 1, share 0.042, value vertical software, examples Intelligo, count 1, share 0.042, value energy, examples Seven Lakes, count 1, share 0.042, value insurance agencies brokerage, examples Factor
24 companies on the graph (1 transactions); most in financial services (3); 1 platforms and 0 add-ons; observed 2025 to 2025
Funds
12 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Carrick Daylight, LLC ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $49.3M as of Mar 27, 2024 | no Form D | Early deployment | |
| Carrick Capital Partners III Co-Investment Fund VI, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $10.2M as of Mar 27, 2024 | no Form D | Early deployment | |
| Carrick Capital Partners III Co- Investment Fund V, L.P. ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $24.3M as of Mar 27, 2024 | no Form D | Active deployment | |
| Carrick Capital Partners III Co- Investment Fund IV, L.P. ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $3.9M as of Mar 27, 2024 | no Form D | Unknown | |
| Carrick Capital Partners III Co-Investment Fund III, LP ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $2.3M as of Mar 27, 2024 | no Form D | Active deployment | |
| Carrick Capital Partners III Co-Investment Fund I, LP ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $37.1M as of Mar 27, 2024 | no Form D | Active deployment | |
| Carrick Capital Partners III Co-Investment Fund II, LP ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $16.8M as of Mar 27, 2024 | no Form D | Active deployment | |
| Carrick Capital Partners III, L.P. ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $536M as of Mar 27, 2024 | no Form D | Unknown | |
| Carrick Capital Associates Fund III, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $47.7M as of Mar 27, 2024 | no Form D | Unknown | |
| Carrick Capital Founders Fund III, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $10.9M as of Mar 27, 2024 | no Form D | Unknown | |
| Carrick Continuation Vehicle | Continuation vehicle | unknown | unknown | no reporting | no Form D | Unknown |
| Carrick Oversubscribed Continuation Vehicle | Continuation vehicle | unknown | unknown | no reporting | no Form D | Unknown |
Team
22 current, 1 former
Managing partner (3)
- Jim Madden · Co-CEO & Co-Chair Investment Committee · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Marc Mcmorris · Co-CEO & Co-Chair Investment Committee · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Marc Mcmorris · Co-CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (6)
- Chris Wenner · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ivan Whittey · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Marc Mcmorris · Managing Director · since Nov 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Rob Delaney · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Steve Unterberger · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V James C. Madden · Managing Director · since Nov 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- Ivan Whittey · Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Ty Pensa · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- Cameron Coane · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Matt Mellen · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- Andrew Cohen · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nathan Botero · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Tatum Hall · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- Aaron Symanski · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- Austin Clayton · Finance Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jahana Moledina · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Phil Bussey · Senior Vice President & Chief ESG Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Suzanne Passalacqua · Managing Director and Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Suzanne Passalacqua · Managing Director, Chief Financial Officer And Chief Compliance Officer · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- Mitchell Howard Slodowitz · Chief Financial Officer · Apr 1, 2014 to Nov 3, 2023 Inference
Portfolio
25 relationships, 1 platforms, 0 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 22, 2025 | Majority investment | Intelligo | Sponsor (confirmed) | prnewswire.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- GCA Savvian Advisors, LLC 2 shared · recurring · last Jan 1, 2018
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
7 most recent
- Aug 31, 2026Carrick Capital Partners Closes Oversubscribed Continuation Vehicle With $600 Million and Commits $255 Million of New Capital to Saviynt
- Mar 10, 2026Intelligo Launches the Intelligo Compliance MCP Server, Bringing Deterministic Due Diligence into Autonomous AI Investment Workflows
- Feb 10, 2026Intelligo and RANE Launch Partnership
- Oct 22, 2025Carrick Capital Partners Leads $31.5 Million Investment in Veritas Prime
- Oct 1, 2025DailyPay Names Veteran Executive Nelson Chai as CEO
- Sep 22, 2025Carrick Capital Partners Invests in Intelligo
- Dec 5, 2012Carrick Capital Partners first filed Form ADV in the extract (ERA)
Across the graphs
Carrick Capital Partners is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent Sponsors1RIA and Wealth1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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