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 / AEA Investors Sbf LP
AEA Investors Sbf LP
AEA was established to create an opportunity for global business leaders to invest in the next generation of successful enterprises.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $3.54bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Mar 29, 2024
- RAUM
- $3.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $3.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.5Bevery private fund type, latest filing
- 2024 PE fund GAV
- $3.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $3.5B, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 7
- Employees
- 159
- Headquarters
- New York, NY
- Office address
- C/O AEA INVESTORS LP, 520 MADISON AVENUE, 40TH FLOOR, New York, NY, 10022
- Business phone
- 212-644-5900
Stated criteria beside observed behaviour
126 observed deals
Stated by the firm
- Sectors
- education, industrials
- Geography
- Global
- 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
- not stated or not yet read
- Thesis
- AEA was established in 1968 by the world’s leading industrial families to create an opportunity for global business leaders to invest in the next generation of successful enterprises
Observed from deals on record
- roles
- unknown 126
- period
- to unknown, from unknown, undated holdings 126, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 126
- companies
- 126
- geography
- count 1, share 0.008, value MI
- investments
- 126
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 13
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.024, value consumer services, examples 24 Hour Fitness Worldwide, Inc., Splash Car Wash, True Blue Car Wash, count 3, share 0.024, value industrial manufacturing, examples Pexco LLC, Swanson Industries, Inc., Spectrum Plastics Group, count 3, share 0.024, value specialty distribution, examples SRS Distribution, Flow Control Group, Monroe Engineering, count 2, share 0.016, value healthcare services, examples The Oncology Institute, American Oncology Network, count 1, share 0.008, value software, examples AS Software, count 1, share 0.008, value education, examples Sextant Education Corp.
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.016, value plastics rubber products, examples Pexco LLC, Spectrum Plastics Group, count 2, share 0.016, value outpatient specialty clinics, examples The Oncology Institute, American Oncology Network, count 2, share 0.016, value automotive repair, examples Splash Car Wash, True Blue Car Wash, count 2, share 0.016, value misc durable wholesale, examples Flow Control Group, Monroe Engineering, count 1, share 0.008, value fitness recreation, examples 24 Hour Fitness Worldwide, Inc., count 1, share 0.008, value software, examples AS Software, count 1, share 0.008, value miscellaneous manufacturing, examples Swanson Industries, Inc., count 1, share 0.008, value education, examples Sextant Education Corp.
126 companies on the graph (0 transactions); most in consumer services (3); no dated observations
Funds
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| AEA Investors Sbf V LP ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.3B as of Mar 29, 2024 | no Form D | Unknown | |
| AEA Sbp Cf LP ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $544M as of Mar 29, 2024 | no Form D | Unknown | |
| AEA Investors Sbf V-A LP ADV: Private Equity Fund | Feeder or parallel | 2022 Form D first sale | $59.2M as of Mar 29, 2024 | $60.4M | Unknown | |
| AEA Investors Sbf IV LP ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $1.2B as of Mar 29, 2024 | no Form D | Active deployment | |
| AEA Investors Small Business Fund III LP ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $439M as of Mar 29, 2024 | no Form D | Harvest | |
| AEA Investors Small Business Fund II LP ADV: Private Equity Fund | buyout or unlabelled | unknown | $12.2M as of Mar 29, 2024 | no Form D | Harvest | |
| AEA Investors Small Business Fund LP ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 28, 2020 | no Form D | Wound down |
Team
185 current, 5 former
Managing partner (2)
- Brian Hoesterey · Chief Executive Officer of AEA and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Osaso Ighodaro · Vice President, Strategy & Office of the CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (32)
- Abraham Zilkha · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Adam Vogel · Managing Director, Digital Transformation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Alan Walter Wilkinson · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Alan Walter Wilkinson · Member Of Aea Investors Sbf Gp Llc · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Alexandra Jung · Head of Private Debt and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Allexandre Mehfar · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Anneka Kamel · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Baron James Carlson · Co-Head of AEA Enterprise and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Baron James Carlson · Limited Partner · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Benjamin Althaus · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Benjamin Fischer · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Brian Prescott · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Eliza Urbanik · Payroll and Benefits Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J. Louis Sharpe · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- James Stith · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jason Friedrichs · Partner, Portfolio Growth · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- John Francis Cozzi · Member Of Aea Investors Sbf Gp Llc · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- John Francis Cozzi · Co-Head of AEA Enterprise and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- John Luis Garcia · Chairman of AEA and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- John Sedlacek · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Justin de La Chapelle · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Kaitlyn Dempsey · Investor Services Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Lauren Levinstim · Senior Paralegal and Contracts Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Martin Eltrich · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nannette McNally · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Rahul Goyal · Head of Strategic Relationships and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ramzi Gedeon · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ravi Sarin · Head of AEA Elevate and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ray Gonzalez · New York Facilities Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Robert Bassman · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Timothy Patrick Whelan · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Vinay Kumar · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (12)
- Charles Schwartz · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Collis Klarberg · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Elaina Maglio · Director of Strategic Transformation Delivery · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Felix Braun · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Haroon Ismail · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Marco Francescon · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Martin Eriks · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nick Alers · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Rachel Kumar · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Tara Brantley · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ted Newhouse · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Thomas Donley · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (34)
- Alex Bales · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Alex Reedy · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Blake Liebling · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Brendan Gallagher · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Chris Horton · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Christopher Brown · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Cole Hattler · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- David Kasabian · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Gabriele Giaroli · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- George Harvey · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Grace Sipp · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Hale Lieberman · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Haley McGarry · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Henry Senkfor · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ian Wood · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jack McGovern · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jack Miller · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- James Kwon · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jim Carey · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- John Paul Chalhoub · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jonathan Roth · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jordan Jett · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Kate Joumas · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Kevin Maloney · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Kevin Mercadante · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Leander Cortolezis · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Lisa Xiao · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Matthew Piegza · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Meghana Karinthi · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nick McGarry · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ryan Glazer · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Sam Thompson · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Sarah Simpson · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Stephen Mattingly · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (28)
- Aaron Hadar · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Aaron Tobias · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Anne-Sophie Marchal · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ava O'Connor · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Bhavika Gummadi · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Carson Lonner · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Charles Park · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Charlotte Emiel · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Christine Baker · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Darby Heflin · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Deven Varney · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Divya Aggarwal · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Edward Ansour · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jack Murphy · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jake Edwards · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jenna Bao · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jessica Sang · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Juliet Yznaga · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Matt Garrow · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nathan Walemba · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Noah Mamane · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nolan Kouba · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ram Capoor · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Rohan Misra · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Shiven Mohindra · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Sophia Wang · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Tatiana Fabian · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Thomas Colicchio · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (2)
- Antonis Vekios · Business Applications Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Vincenzo Mirando · Business Applications Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (10)
- Adam Goetsch · Operating Partner and Head of e-Commerce · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Anna Duma · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Charles Dougherty · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Daniel Joseph Schorr · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Frank Herr · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Graham Sayers · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- James Ho · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jeffrey Nagel · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jim Coleman · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Shelie Gustafson · Operating Partner, Talent · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (4)
- Ben Craine · Business Development Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Christian Johnson · Co-Head of Private Debt Origination and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jenna Schlageter · Head of Business Development, AEA Elevate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- John Smith · Co-Head of Private Debt Origination and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (1)
- Preston Hayes · Head of Portfolio M&A and Capital Markets, AEA Elevate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (2)
- Adam Biren · Head of Capital Formation – Americas and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Stephen Elia · Head of Investor Relations & Fundraising and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (48)
- Adele Wu · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Allys Futerman · Controller and Principal, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Andrew Kyung · Controller and Principal, Fund Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Anja Kaiser · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Barbara Burns · General Counsel and Chief Compliance Officer of AEA and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Barbara Burns · Chief Compliance Officer And Vice President · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Bella Pasquinelli Cato · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ben Hoffstein · Chief Information Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Bridgette Magee · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Catherine Ardizzone · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Chris Kaolian · Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Christina Hamlin · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Colleen Keeley · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Dani Weinstein · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Eve Matheson · Human Resources Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Grace Callahan · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Heidi DuBois · Global Head of Strategic Initiatives and ESG · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jade Light-Hausermann · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jenny Killeen · Chief Human Resources Officer and Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- John Wilkinson · Compliance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Karen Clark · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Kate Smith · Operating Director, Portfolio Talent · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Lauren Calhoun · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Lucina Pakenham · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Maeve McGilloway · Principal of Talent · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Maria Franco · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Marina Stolerman · Management Company Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Marisa Hattler · Chief of Staff to Head of Strategy & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Mark Chow · Fund Controller and Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Mary Kwok · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Meaghan Brady · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Michelle Marcellus · Deputy General Counsel and Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Molly Nathaniel · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nand Patel · Head of IT Support · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Patrick Mazurkiewicz · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Rachel Ng · Controller and Principal, Fund Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ronald Leung · Fund Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Sally Kohn · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Samantha Rodriguez · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Sarah Warren · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Steven Botnick · Vice President of Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Steven Edward Decillis · Chief Financial Officer of AEA and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Steven Edward Decillis · Vice President, Assistant Secretary & Treasurer · since Apr 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Sylvia Vlahos · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Thomas Groves · Chief Operating Officer of Private Debt Funds and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Thomas Pryma · Chief Operating Officer of AEA and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Winnie Gao · Fund Controller and Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Yuling Hu · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (10)
- Avi Shah · Head of AI Solutions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Gary Smith · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Javan Richards · Office Services Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jun Jiang · Staff Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Kirk Goodman · Head of Portfolio Go-To-Market, AEA Elevate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nick Glenn · Head of Employee Partnership, AEA Enterprise · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nick Sassano · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Quinton Urchek · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Sean Chan · Head of Infrastructure · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Zeynap Tumer Bayazid · Head of EMEA · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
5 former (kept with end dates)
- John Luis Garcia · Managing Member · Feb 1, 2003 to Mar 29, 2018 Inference
- Daniel Joseph Schorr · Limited Partner · Jan 1, 2021 to Mar 30, 2022 Inference
- Timothy Patrick Whelan · Limited Partner · Jan 1, 2021 to Mar 30, 2022 Inference
- Damon Howard Ball · Member, Vice President, Assistant Secretary & Assistant Treasurer · Jul 1, 2006 to Jan 2, 2013 Inference
- Sanford Krieger · Chief Compliance Officer And Vice President · Jul 1, 2006 to Jan 2, 2013 Inference
Portfolio
126 relationships, 0 platforms, 0 add-ons
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- Jefferies LLC 1 shared · one time · last Jan 1, 2024
- PTP Securities, LLC 1 shared · one time · last Jan 1, 2012
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
4 most recent
- Sep 15, 2026Middle Market Transforming businesses and accelerating growth
- Sep 15, 2026Elevate Accelerating the growth of professional services companies with technology and AI
- Jun 4, 2026AEA Enterprise Partners Management LP: Private Equity Funds on Form ADV 6 (2024 extract) -> 5 (roster 2026-09-01)
- Mar 30, 2012AEA Investors Sbf LP first filed Form ADV in the extract (IA)
Across the graphs
AEA Investors Sbf LP is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent 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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