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.
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
| Agent | Sponsors | Repeat | Last 3 years | Latest generation | Fund vehicles | Years named | Most frequent sponsors |
|---|---|---|---|---|---|---|---|
Ashton Stewart & Co., Inc. San Francisco, CA · CRD 112386 | 2 | 1 | 0 | 0 | 3 | 2012 to 2020 | Fundamental (2), A&m Capital (1) |
AT Investment Advisers, Inc. Chicago, IL · CRD 109644 | 2 | 2 | 1 | 0 | 5 | 2015 to 2024 | Morgan Stanley (3), Stepstone Group Real (2) |
Atlantic Bridge The Hague | 2 | 1 | 1 | 1 | 3 | 2012 to 2024 | Abris Capital Partners (2), Africinvest Global Manco (1) |
Atlantic Bridge B.V. The Hauge | 2 | 2 | 0 | 0 | 5 | 2013 to 2016 | Versa Capital (3), Abbott Capital Management LLC (2) |
Atlas Family Partners Ltd Milton Keynes | 2 | 2 | 2 | 1 | 4 | 2018 to 2024 | Apis Partners LLP (2), Emerging Capital Partners (2) |
Aviditi Financial LLC New York, NY | 2 | 2 | 1 | 0 | 8 | 2021 to 2024 | Bridgepoint (4), Ffl (4) |
Avondale Partners, LLC Nashville, TN · CRD 46838 | 2 | 1 | 0 | 0 | 4 | 2017 to 2020 | Carlyle Group (3), TVV Capital (1) |
Award Capital Advisory Ltd. London | 2 | 1 | 2 | 1 | 5 | 2021 to 2024 | Insight Venture Partners (4), Soleus Capital Management, L.P. (1) |
Axonia Partners, Sas Paris | 2 | 1 | 0 | 0 | 3 | 2016 to 2022 | Gryphon Advisors, LLC (2), 4bio Partners LLP (1) |
B. Riley & Co., LLC New York, NY · CRD 40355 | 2 | 1 | 0 | 0 | 10 | 2015 to 2022 | Windrose (9), B Riley Wealth (1) |
Balentine Atlanta, GA · CRD 152511 | 2 | 0 | 1 | 0 | 2 | 2015 to 2024 | Icapital (1), Carlyle Group (1) |
Banco Btg Pactual S.A. Sao Paulo | 2 | 0 | 1 | 1 | 2 | 2018 to 2024 | Precision Capital Advisors, LLC (1), Hamilton Lane (1) |
Banco Btg Pactual, S.A - Cayman Branch Rio De Janeiro | 2 | 0 | 2 | 1 | 2 | 2022 to 2024 | HMC Capital US (1), Hamilton Lane (1) |
Banco Santander International Miami, FL | 2 | 2 | 2 | 1 | 5 | 2021 to 2024 | Harbourvest Partners (3), Stepstone Group Real (2) |
Bank of America New York, NY | 2 | 1 | 1 | 0 | 4 | 2012 to 2024 | Credit Suisse (3), Icapital (1) |
Barclays New York, NY | 2 | 0 | 1 | 0 | 2 | 2015 to 2023 | Carlyle Group (1), Neuberger Berman Aifm (1) |
BDT & Company, LLC Chicago, IL · CRD 150459 | 2 | 2 | 1 | 1 | 11 | 2015 to 2024 | BDT Capital Partners (9), Marcypen Capital Partners LLC (2) |
Beacon Hill Financial Corporation Boston, MA · CRD 14850 | 2 | 1 | 0 | 0 | 5 | 2012 to 2018 | Panda Power Funds (4), Rhone Group L.L.C. (1) |
Beit Capital Advisors Hamburg | 2 | 0 | 2 | 1 | 2 | 2023 to 2024 | LOW Carbon Investment Management Limited (1), Everstone Capital (1) |
Belz Family & Associates Sydney | 2 | 1 | 2 | 2 | 3 | 2022 to 2024 | Smash Ventures Management Company LP (2), Skky Partners, LP (1) |
Berg Advisory Fz LLC Fujairah | 2 | 1 | 2 | 1 | 3 | 2020 to 2024 | Acon (2), GEF Capital Partners (1) |
Berg Advisory Fz Lle Fujairah | 2 | 1 | 0 | 0 | 5 | 2017 to 2022 | Acon (4), GEF Capital Partners (1) |
Bespoke Connections Limited London | 2 | 0 | 2 | 1 | 2 | 2024 to 2024 | Metric Capital Partners LLP (1), CF Private Equity (1) |
BG Valores, S.A. Panama City | 2 | 1 | 1 | 1 | 3 | 2015 to 2024 | Apollo (2), Blackstone (1) |
Bhargava Capital Franklin Lakes, NJ · CRD 131817 | 2 | 2 | 0 | 0 | 6 | 2014 to 2018 | Portfolio (4), Sagard (2) |
BIG Path Capital Asheville, NC | 2 | 1 | 1 | 1 | 3 | 2022 to 2024 | Towerbrook Capital Partners (2), Pharos Capital Group, LLC (1) |
Billow Butler & Company, L.L.C. Chicago, IL · CRD 125473 | 2 | 0 | 0 | 0 | 2 | 2012 to 2016 | FOX River Advisers, LLC (1), Emerging Energy and Environment LLC (1) |
Black Diamond Financial, LLC Towson, MD · CRD 145108 | 2 | 2 | 1 | 0 | 4 | 2018 to 2024 | Icapital (2), Carlyle Group (2) |
Blackstone Advisory Partners L.P. New York, NY · CRD 17917 | 2 | 2 | 2 | 0 | 6 | 2014 to 2024 | Icapital (3), Blackstone (3) |
BNP Paribas Arbitrage Snc Paris | 2 | 0 | 1 | 0 | 2 | 2018 to 2024 | HPS Investment Partners (1), Invesco (1) |
BNP Paribas Sa/wealth Management Division Paris | 2 | 2 | 2 | 1 | 4 | 2020 to 2024 | KKR Credit (2), Harbourvest Partners (2) |
Boomerang Capital LLC Darien, CT · CRD 120313 | 2 | 0 | 0 | 0 | 2 | 2017 to 2020 | Vedanta (1), Courage Capital Management, LLC (1) |
Branches and Affiliates of Citibank,n.a. New York, NY | 2 | 2 | 2 | 1 | 4 | 2019 to 2024 | Citron PE Funds Management Limited (2), CPE Funds Management Limited (2) |
Brighton House Associates, LLC Boston, MA · CRD 169307 | 2 | 0 | 1 | 1 | 2 | 2013 to 2024 | Dbay Advisors Limited (1), Delos Capital Management, LP (1) |
Brittany Capital Group New York, NY · CRD 103712 | 2 | 0 | 0 | 0 | 2 | 2012 to 2014 | Freedom 3 Capital LLC (1), Sentinel Capital Partners, L.L.C. (1) |
Brock Securities LLC New York, NY · CRD 122156 | 2 | 1 | 0 | 0 | 3 | 2013 to 2021 | D E Shaw (2), The Electrum Group LLC (1) |
Bronfman E.L. Rothschild, L.P. Rockville, MD · CRD 168095 | 2 | 2 | 1 | 0 | 6 | 2017 to 2024 | Icapital (3), Carlyle Group (3) |
Brookfield Private Advisors LLC New York, NY · CRD 151423 | 2 | 1 | 2 | 2 | 22 | 2013 to 2024 | Brookfield (21), Primary Wave Ip Investment Management LLC (1) |
Brooklands Capital Strategies San Francisco, CA | 2 | 1 | 1 | 1 | 6 | 2015 to 2024 | Goodfinch Management, LLC (5), Northstar Advisors Pte Ltd (1) |
BTG Pactual Rio De Janeiro | 2 | 1 | 0 | 0 | 3 | 2015 to 2020 | Neuberger Berman Aifm (2), Capital Dynamics (1) |
Calamar Financial Group, LLC Wheatfield, NY · CRD 283992 | 2 | 1 | 2 | 1 | 3 | 2019 to 2024 | Sandglass Capital Advisors LLC (2), Indigo Global Advisors, LLC (1) |
Calpa Partners LLP London | 2 | 0 | 2 | 1 | 2 | 2023 to 2024 | Rockland Capital, LP (1), Resource Capital Funds (1) |
Cambridge Wilkinson New York, NY | 2 | 0 | 2 | 2 | 2 | 2023 to 2024 | Merchants Asset Management LLC (1), Orthogon Partners Investment Management, LLC (1) |
Camden Wealth Advisors LLC Houston, TX · CRD 148518 | 2 | 0 | 1 | 0 | 2 | 2019 to 2024 | Icapital (1), Carlyle Group (1) |
Campbell Lutyens (singapore) Pte. Singapore | 2 | 2 | 2 | 1 | 7 | 2020 to 2024 | Manulife Investment Management Private Markets (US) LLC (4), Ambienta Sgr (3) |
Campbell Lutyens Asia Pacific Ltd Hong Kong | 2 | 1 | 1 | 0 | 6 | 2018 to 2024 | Manulife Investment Management Private Markets (US) LLC (5), Stonepeak (1) |
Campbell Lutyens Sa Paris | 2 | 1 | 2 | 2 | 4 | 2023 to 2024 | Ambienta Sgr (3), Q-Energy Private Equity, S.G.E.I.C., S.A. (1) |
Campbell Luytens & Co. Ltd London | 2 | 2 | 2 | 1 | 6 | 2022 to 2024 | Stanley Capital Partners LLP (3), Epiris (3) |
Candela Capital Limited Harrogate | 2 | 1 | 2 | 0 | 3 | 2012 to 2024 | Palatine Private Equity LLP (2), Omega Fund Management, LLC (1) |
Capfi Partners, LLC Washington, DC · CRD 113795 | 2 | 2 | 0 | 0 | 8 | 2012 to 2015 | Apogem Capital (6), Truebridge Capital Partners (2) |