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.

Placement agents

Who markets private equity funds

An agent appears here when a fund's adviser names it as a marketer on Form ADV (Schedule D, 7.B.(1), question 28) or when the fund's Form D names it as a sales compensation recipient. Fund vehicles are counted as filed, so a main fund, its parallel funds and its feeders count separately. “Latest generation” means the agent is named on a vehicle of the sponsor's most recent vintage or the one before it.

3,585 placement agents
AgentSponsorsRepeatLast 3 yearsLatest generationFund vehiclesYears namedMost frequent sponsors
Credit Suisse Securities (USA) LLC
New York, NY · CRD 816
1118157284212011 to 2026Clearlake Capital Group, L.P. (28), Harvest Partners, LP (23), Basalt Infrastructure Partners LLP (15), EIG (15)
Lazard Freres & Co. LLC
New York, NY · CRD 2528
886063412562012 to 2026Kohlberg & Company (24), Insight Venture Partners (14), Norwest Capital Advisors, LLC (9), Clearview Capital, L.P. (8)
UBS Securities LLC
New York, NY · CRD 7654
885150282482012 to 2026Towerbrook Capital Partners (16), Fountainvest (11), Graham Partners, Inc. (10), Bridgepoint (10)
Park Hill Group LLC
New York, NY · CRD 135898
845930172942012 to 2026MGG Investment Group LP (28), Patria (13), Quantum Capital Group (12), Clearlake Capital Group, L.P. (10)
Evercore Group L.L.C.
New York, NY · CRD 42405
825456452862012 to 2026Insight Venture Partners (34), LEE Equity Partners, LLC (13), Clearlake Capital Group, L.P. (12), Blackgold Capital Management LP (10)
Campbell Lutyens & Co. Inc.
New York, NY · CRD 133376
644549291732012 to 2026White Oak Global Advisors, LLC (21), Stonepeak (8), American Infrastructure (7), Squared Capital (US) (6)
PJT Partners LP
New York, NY · CRD 171058
542747331072020 to 2024Linden Capital Partners (11), Westcap Management, LLC (5), Gallant Capital Partners LLC (4), GI Partners (4)
Stifel, Nicolaus & Company, Incorporated
St. Louis, MO · CRD 793
523637211462012 to 2024OAK Hill Capital Management, LLC (13), Neuberger Berman Aifm (12), Crestview Partners (8), Hull Street Energy (7)
J.P. Morgan Securities LLC
New York, NY · CRD 18718
514043263432012 to 2026HPS Investment Partners (113), Waystone (38), Coatue Management, L.L.C. (16), Lexington Partners (15)
Eaton Partners, LLC
Rowayton, CT · CRD 31170
503016111292012 to 2024Asia Alternatives Management LLC (14), Lyric Capital Management Group, L.P. (9), OAK Hill Capital Management, LLC (8), AE Industrial Partners, LP (5)
Morgan Stanley
New York, NY · CRD 149777
494138212952012 to 2026Morgan Stanley (61), Apollo (38), Goldman Sachs (19), Carlyle Group (12)
Equus Financial Consulting LLC
New Canaan, CT · CRD 131449
473530191392012 to 2024Adams Street Partners, LLC (9), Constitution Capital Equity Partners LP (8), Siguler Guff (7), Gryphon Advisors, LLC (7)
Mercury Capital Advisors, LLC
New York, NY · CRD 152338
473124101112012 to 2024Valor Equity Partners (10), Anchor Equity Partners (7), Nautic Partners, LLC (6), Pantheon (5)
OLD City Securities LLC
Cedarhurst, NY · CRD 171910
472535221122016 to 2026Cypf (9), Rosemawr Management LLC (8), LGK Advisors, LLC (6), Tekne Capital Management, LLC (5)
Probitas Funds Group, LLC
San Francisco, CA · CRD 115876
462322121402012 to 2024Makena Capital Management, LLC (25), BC Partners (12), Morgan Stanley (11), KSL Capital Partners (9)
Atlantic-Pacific Capital, Inc.
Greenwich, CT · CRD 38356
452923141102012 to 2026Novaquest Capital (9), Waterous Energy Fund Management (US), LLC (6), ARC Financial (6), Catalyst Capital Group (5)
Mvision Private Equity Advisers USA LLC
New York, NY · CRD 122242
4427114962012 to 2024Ares (8), Ffl (5), Encore Consumer Capital, LP (4), Champ Ventures (4)
Sixpoint Partners LLC
New York, NY · CRD 146067
431819171032011 to 2024Incline Equity Partners (13), Blue Point Capital Partners LLC (10), Sheridan Capital Partners (6), Savant Partners, LLC (5)
Goldman Sachs & Co. LLC
New York, NY · CRD 361
422733215532012 to 2026Goldman Sachs (435), Apollo (25), DST (9), Carlyle Group (8)
M2o Private Fund Advisors LLC
White Plains, NY · CRD 158741
392626171032013 to 2024Crestview Partners (8), NEW State Capital Partners (7), Iron Path Capital, L.P. (7), Frontenac (6)
Raymond James & Associates, Inc.
St. Petersburg, FL · CRD 705
35202516832012 to 2026Icapital (13), BTG Pactual (6), Macquarie Infrastructure Partners (5), Berkshire Partners LLC (4)
First Avenue
New York City, NY · CRD 145860
3417178752012 to 2024Actis (12), Crescent Capital Group (5), BC Partners (5), Bridgepoint (5)
Monument Group, Inc.
Boston, MA · CRD 36399
342323161182012 to 2024Vitruvian Partners LLP (12), Truebridge Capital Partners (10), Vestar Capital Partners, LLC (9), Charlesbank Capital Partners, LLC (8)
Moelis & Company LLC
New York, NY · CRD 145115
33212013692015 to 2024GHK Capital Partners LP (9), Luminate Capital Partners (5), W Capital Partners (4), Pathstone Federal Street (3)
Jefferies LLC
New York, NY · CRD 2347
32152316772012 to 2024Precision Capital Advisors, LLC (11), Barings (10), OAK Hill Capital Management, LLC (10), Icapital (4)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · CRD 7691
302019131262012 to 2026Blackrock (34), Blackstone (14), Carlyle Group (10), Coller (6)
Asante Capital Group Advisors LLC
New York, NY · CRD 155178
29172211782013 to 2024LLR (11), Oic (9), OEP Capital Advisors, L.P. (6), Chequers Partenaires Sa (5)
UBS Financial Services Inc.
Weehawken, NJ · CRD 8174
291820101392011 to 2026Icapital (42), Apollo (31), KKR Credit (8), Insight Venture Partners (6)
Crito Capital LLC
Westport, CT · CRD 161724
2714147492014 to 2024Patria (5), Nexa Equity LLC (4), Soundcore Capital Partners (4), EMR Capital (3)
Focuspoint Private Capital Group
New York, NY · CRD 122341
2719129762012 to 2024Arsenal Capital Management LP (12), LCN Capital Management, L.P. (8), Corsair Capital (5), Stepstone Group Real (5)
Growth Capital Services, Inc.
San Francisco, CA · CRD 124658
2711146542012 to 2024Uprising Management, LLC (11), Ambienta Sgr (5), Apiary Capital LLP (3), Verdane (3)
CSP Securities, LP
Dallas, TX · CRD 136941
2619188652012 to 2024Platte River Equity (8), Align Capital Partners, LP (8), North Hudson Resource Partners LP (5), Tailwater Capital (4)
Hollister Associates, LLC
Los Angeles, CA · CRD 173366
26132112562016 to 2026MGG Investment Group LP (11), Olympus Capital Holdings Asia LLC (5), Corrum Capital (5), Harbourvest Partners (3)
Profor Advisors
New York, NY · CRD 136084
26894552012 to 2024Kelson Asset Management LLC (17), LBC Credit Partners (5), Fundamental (4), Gotham Green Partners, LLC (3)
Frontier Solutions, LLC
Minnetonka, MN · CRD 136102
24101913572014 to 2026BIP Capital (11), Truebridge Capital Partners (9), Blue Water Advisors LP (5), Morgan Creek Capital Management, LLC (4)
Invicta Capital LLC
Monroeville, PA · CRD 288101
2492214382019 to 2024Franklin Park (3), EJF Capital LLC (3), Renovus Associates, LLC (3), SBJ Capital (3)
Triago
New York, NY · CRD 143529
24141810492012 to 2024Ronin Equity Partners LLC (5), Virgo Investment (4), Archimed (4), Newspring Capital (4)
First Avenue Partners LLP
London
2313105502012 to 2024Bridgepoint (7), VBI Real Estate (6), Apollo (4), HPS Investment Partners (4)
Houlihan Lokey Capital, Inc.
Los Angeles, CA · CRD 17708
2314166512014 to 2024Motive Capital Management, LLC (7), Bridgepoint (5), Cimarron Healthcare Capital, LLC (4), Revelstoke Capital Partners (4)
Lazard & Co. Limited
London
2317159812012 to 2026Triton (21), Kohlberg & Company (9), Equistone (6), OAK Hill Capital Management, LLC (5)
Rede Partners LLP
London
2310157512014 to 2024Seven2 Sas (6), Summa Equity (6), Tcv (6), Miura Partners Sgeic S.A. (4)
Aqueduct Capital Group, LLC
Charlotte, NC · CRD 131452
2210138412012 to 2026Warren Equity Partners Manager, L.P. (8), Compass Group Equity Partners (5), Hggc, LLC (2), Alliance Consumer Growth, LLC (2)
Aviditi Financial, LLC
Dallas, TX · CRD 309026
22132217602021 to 2024Graham Partners, Inc. (11), Ffl (6), Princeton Equity Group (6), Waud Capital Partners (5)
BA Securities, LLC
W. Conshohocken, PA · CRD 153489
226159322016 to 2026Systematic Management Ab (5), Tembo Capital Management Ltd (3), Milton Street Capital LLC (2), Blue Road Management, L.P. (2)
Champlain Advisors, LLC
Dorado · CRD 129560
221286432012 to 2024EIV Capital (5), DC Capital Partners Management, L.P. (4), Heartwood Partners (4), Greenspring Associates, LLC (4)
Citigroup Global Markets Inc.
New York, NY · CRD 7059
211583602011 to 2024Wellington (14), MIC Capital Partners (7), Macquarie Infrastructure Partners (5), Apollo (3)
CV Brokerage, Inc
Conshohscken, PA · CRD 462
20830332012 to 2024Graham Partners, Inc. (5), LBC Credit Partners (3), Centerfield Capital Partners (3), Brown Advisory (2)
Magenta Capital Services, Ltd
The Valley
20151511992013 to 2024Insight Venture Partners (38), Crestview Partners (13), Great Hill Partners (8), Avista Capital Partners (5)
Pickwick Capital Partners, LLC
White Plains, NY · CRD 130672
2010109582013 to 2026Ridgeline Productions LLC (10), Metropolitan Partners Group Management, LLC (8), Merida Capital Holdings LLC (7), Focusgrowth Asset Management, LP (5)
Stonehaven, LLC
New York, NY · CRD 118913
20141411522013 to 2024MGG Investment Group LP (8), 9yards Capital Management LP (6), Windrose (5), Jive Asset Gestao de Recursos Ltda (4)
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