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 |
|---|---|---|---|---|---|---|---|
Capital Advisory Partners Aukland | 2 | 2 | 2 | 0 | 7 | 2021 to 2024 | Stepstone Group Real (4), Greenspring Associates, LLC (3) |
Capital Integration Systems LLC New York, NY | 2 | 1 | 1 | 1 | 3 | 2020 to 2024 | Vista Equity Partners Management, LLC (2), Apollo (1) |
Capstone Advisors S.A. Nyon | 2 | 1 | 1 | 1 | 6 | 2018 to 2024 | Trilantic (5), CGS Management Ag (1) |
Carolinas Investment Consulting LLC Charlotte, NC · CRD 104379 | 2 | 2 | 1 | 0 | 4 | 2012 to 2024 | Truebridge Capital Partners (2), Carlyle Group (2) |
Cavu Securities LLC New York, NY · CRD 6906 | 2 | 0 | 2 | 0 | 2 | 2022 to 2024 | ID Funds Advisor LLC (1), Focusgrowth Asset Management, LP (1) |
CC Securities, LLC Stamford, CT · CRD 153523 | 2 | 1 | 1 | 1 | 4 | 2021 to 2023 | White Oak Global Advisors, LLC (3), Kudu Investment Holdings, LLC (1) |
Cenkos Securities Plc London | 2 | 0 | 0 | 0 | 2 | 2012 to 2019 | Brickell Key Asset Management Limited (1), Leaf Capital Management, LLC (1) |
Central Park Advisers, LLC New York, NY · CRD 141805 | 2 | 1 | 1 | 1 | 5 | 2017 to 2024 | Carlyle Group (4), KKR Credit (1) |
CH Advisors Zurich | 2 | 2 | 2 | 1 | 12 | 2020 to 2024 | Greenspring Associates, LLC (6), Stepstone Group Real (6) |
Chalice Capital Partners, LLC San Diego, CA · CRD 288898 | 2 | 2 | 2 | 2 | 10 | 2022 to 2024 | Investx (8), Schechter Private Capital, LLC (2) |
Channel Capital Pty Ltd Brisbane | 2 | 2 | 1 | 1 | 7 | 2018 to 2024 | KKR Credit (5), Capital Dynamics (2) |
Charles Towne Securities, LLC Isle Of Palms, SC · CRD 172278 | 2 | 1 | 2 | 0 | 3 | 2020 to 2024 | Energy & Minerals Group (2), WP Global Partners LLC (1) |
Chatsworth Securities, LLC Greenwich, CT · CRD 40804 | 2 | 1 | 1 | 0 | 4 | 2012 to 2024 | Whippoorwill Associates Inc (3), MBM Cap LLC (1) |
China International Capital Corporation Hong Kong Securities Limited Hong Kong | 2 | 0 | 1 | 1 | 2 | 2013 to 2024 | Hamilton Lane (1), KKR Credit (1) |
Cins, LLC Wilmette, IL · CRD 151730 | 2 | 1 | 0 | 0 | 5 | 2012 to 2015 | Cartesian Capital Group (4), Winona Capital Management, LLC (1) |
Citi Private Advisory LLC Boston, MA | 2 | 1 | 2 | 1 | 6 | 2023 to 2024 | Digital Bridge (5), KKR Credit (1) |
Citibank Canada Investment Funds Limited Toronto | 2 | 2 | 1 | 0 | 5 | 2012 to 2024 | Citi Private Advisory, LLC (3), Blackrock (2) |
Citigroup Global Markets Asia Limited Hong Kong | 2 | 1 | 0 | 0 | 4 | 2012 to 2022 | Citi Private Advisory, LLC (3), EIG (1) |
Clearstead, Hartland & Co., LLC Cleveland, OH · CRD 105674 | 2 | 0 | 1 | 0 | 2 | 2019 to 2024 | Icapital (1), Carlyle Group (1) |
Cliftonlarsonallen Wealth Advisors, LLC Minneapolis, MN · CRD 38357 | 2 | 2 | 2 | 1 | 6 | 2012 to 2024 | Arden Fund Management, LLC (4), Bridge Investment Group (2) |
Cohen Brothers Management Ltd. Copenhagen | 2 | 1 | 1 | 1 | 10 | 2019 to 2024 | Capital Dynamics (9), Graycliff Partners LP (1) |
Concept Asset Management Garden City, NY · CRD 153397 | 2 | 0 | 0 | 0 | 2 | 2013 to 2017 | Perceptive Advisors (1), Arlon Advisor LLC (1) |
Connexion Capital LLP London | 2 | 0 | 0 | 0 | 2 | 2014 to 2017 | Orion Resource Partners (USA), LP (1), Samara Capital Management Limited (1) |
Conning Asset Management Ltd. (uk) London | 2 | 0 | 0 | 0 | 2 | 2015 to 2018 | Octagon Credit Investors, LLC (1), Aquiline (1) |
Conning Investment Products, Inc. Hartford, CT · CRD 120387 | 2 | 2 | 2 | 1 | 7 | 2012 to 2024 | Octagon Credit Investors, LLC (4), Aquiline (3) |
Corient Houston, TX · CRD 319448 | 2 | 2 | 2 | 2 | 9 | 2024 to 2024 | Icapital (7), Carlyle Group (2) |
Corient Capital Partners, LLC Newport Beach, CA · CRD 170920 | 2 | 2 | 1 | 0 | 4 | 2020 to 2024 | Icapital (2), Pacific (2) |
Coronado Investments, LLC Rancho Santa Fe, CA · CRD 111992 | 2 | 0 | 1 | 1 | 2 | 2014 to 2024 | Liberation Capital, LLC (1), ROC (1) |
Cotton Ginsberg Capital Partners Limited London | 2 | 1 | 2 | 2 | 4 | 2022 to 2024 | Novaquest Capital (3), Carne Global Fund Managers (luxembourg) S.A. (1) |
Cova Capital Partners LLC Syosset, NY · CRD 109761 | 2 | 1 | 0 | 1 | 6 | 2017 to 2021 | Straightpath Management Inc (5), Syren Capital Advisors (1) |
CP Cogent Securities LP Dallas, TX · CRD 123917 | 2 | 0 | 0 | 0 | 2 | 2012 to 2022 | Palladin Consumer Retail Partners, LLC (1), Behrman Brothers Management Company L.P. (1) |
Creatis Capital LLC New York, NY · CRD 131986 | 2 | 0 | 1 | 0 | 2 | 2017 to 2024 | Creatis Manager LLC (1), Lincolnshire Management, Inc. (1) |
Credas Advisory Limited London | 2 | 1 | 2 | 1 | 4 | 2023 to 2024 | Blantyre Capital (3), Clipway Limited (1) |
Credit Suisse Ag Zurich | 2 | 1 | 2 | 0 | 3 | 2022 to 2024 | DST (2), Amoon Ventures Y.SH. Ltd. (1) |
Credit Suisse First Boston New York, NY | 2 | 2 | 0 | 0 | 8 | 2012 to 2017 | PAI Partners (6), Sentinel Capital Partners, L.L.C. (2) |
Credit Suisse Private Fund Group London | 2 | 1 | 1 | 1 | 4 | 2016 to 2024 | Palamon Capital Partners, LP (3), Antares Capital Advisers LLC (1) |
Crownrock Partners Seoul | 2 | 1 | 2 | 1 | 6 | 2019 to 2024 | Portfolio (5), Dextra Partners (1) |
Crueza Advisors Miraflores | 2 | 0 | 1 | 1 | 2 | 2020 to 2024 | Portfolio (1), Apogem Capital (1) |
Daewoo Securities Co., Ltd. Seoul | 2 | 0 | 0 | 0 | 2 | 2016 to 2021 | KKR Credit (1), Balbec Capital Management LP (1) |
Daishin Securities Co., Ltd. Seoul | 2 | 2 | 1 | 0 | 8 | 2020 to 2024 | BC Partners (5), Stonepeak (3) |
Dakota Funds Group, LLC Haverford, PA | 2 | 1 | 0 | 0 | 3 | 2015 to 2022 | KKR Credit (2), Matterhorn Capital Advisors, LLC (1) |
DB Financial Investment Co. Ltd. Seoul | 2 | 2 | 2 | 2 | 9 | 2018 to 2024 | Harbourvest Partners (7), TPG (2) |
Debere Partners Limited London | 2 | 0 | 1 | 0 | 2 | 2013 to 2024 | Ocean Avenue Capital Partners, L.P. (1), Alpha Associates Ltd. (1) |
Decalia Asset Management Sa Geneve | 2 | 2 | 2 | 1 | 6 | 2018 to 2024 | BOW Street LLC (4), Thcp Advisory (2) |
Deer Isle Capital, LLC New York, NY · CRD 146269 | 2 | 2 | 2 | 0 | 4 | 2012 to 2024 | Sarona Asset Management Inc. (2), Sango Capital Management (2) |
Deutsche Bank (belgium) S.A. Belgium | 2 | 2 | 0 | 0 | 19 | 2012 to 2018 | DWS (17), Icapital (2) |
Deutsche Bank (suisse) S.A. Geneva | 2 | 2 | 0 | 0 | 24 | 2012 to 2018 | DWS (22), Icapital (2) |
Deutsche Bank (suisse) Sa Geneva | 2 | 1 | 1 | 0 | 5 | 2019 to 2024 | Glendower Capital (4), Blackrock (1) |
Deutsche Bank Ag (hamburg Branch) Hamburg | 2 | 2 | 0 | 0 | 12 | 2013 to 2018 | DWS (10), Icapital (2) |
Diversus Investment Advisers Bondi Junction | 2 | 0 | 1 | 1 | 2 | 2016 to 2024 | Monroe Capital Management Advisors LLC (1), Greenspring Associates, LLC (1) |