DFX Intelligence
Private Equity Intelligence
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.
3,586 placement agents
| Agent | Sponsors | Repeat | Last 3 years | Latest generation | Fund vehicles | Years named | Most frequent sponsors |
|---|---|---|---|---|---|---|---|
Olympus Securities, LLC Montville, NJ · CRD 114050 | 2 | 1 | 0 | 1 | 4 | 2016 to 2017 | L3 Capital Advisors LLC (3), Advanced Technology Management LLC (1) |
Pacific Fund Management, Ltd. San Ramon, CA | 2 | 1 | 1 | 1 | 3 | 2017 to 2024 | Levine Leichtman Capital Partners, LLC (2), Vector Capital Management, L.P. (1) |
Palmer Capital LLP London | 2 | 1 | 0 | 0 | 4 | 2012 to 2018 | Oakley Capital (3), Delos Capital Management, LP (1) |
Pathwise Pleasant Hill, CA · CRD 174215 | 2 | 0 | 1 | 0 | 2 | 2018 to 2024 | Icapital (1), Carlyle Group (1) |
Pershing LLC Jersey City, NJ · CRD 7560 | 2 | 2 | 1 | 0 | 18 | 2016 to 2024 | Icapital (16), Invesco (2) |
Pickwick Capital Advisors, LLC White Plains, NY · CRD 139114 | 2 | 2 | 1 | 2 | 5 | 2019 to 2024 | Acrewood Holdings, LLC (3), Mc2 Investment Management, LLC (2) |
Picton Santiago | 2 | 2 | 1 | 0 | 10 | 2016 to 2024 | Harbourvest Partners (7), Ascribe (3) |
Picton Administradora General de Fondos S.A. Santiago | 2 | 2 | 2 | 1 | 8 | 2018 to 2024 | KKR Credit (5), Permira (3) |
Pinnacle Capital Securities, LLC Long Beach, CA · CRD 106213 | 2 | 1 | 1 | 1 | 3 | 2020 to 2024 | TOP Tier Capital Partners, LLC (2), Trilinc Global Advisors, LLC (1) |
Pinnacle Trust Partners, LLC New York, NY | 2 | 0 | 0 | 0 | 2 | 2014 to 2014 | AMP Capital Investors Limited (1), Digital Bridge (1) |
PJT Park Hill Group London | 2 | 1 | 2 | 2 | 9 | 2021 to 2024 | Ufenau Capital Partners Ag (8), Oakley Capital (1) |
Plus Securities LLC New York, NY · CRD 138299 | 2 | 1 | 1 | 1 | 3 | 2017 to 2024 | Paulson & CO.INC. (2), Bedford Ridge Capital (1) |
Positron Consulting Services Private Limited Mumbai | 2 | 0 | 2 | 1 | 2 | 2018 to 2024 | Gaja (1), JM Financial Limited (1) |
PPS Securities, LLC New York, NY · CRD 159076 | 2 | 1 | 0 | 0 | 3 | 2014 to 2021 | Icapital (2), Precision Capital Advisors, LLC (1) |
Primary Capital, LLC New York, NY · CRD 127921 | 2 | 0 | 0 | 1 | 2 | 2015 to 2018 | NMS Capital Asset Management, Inc. (1), Civitas Capital Management, LLC (1) |
Principle Advisory Services Pty Ltd. Sydney | 2 | 1 | 0 | 0 | 4 | 2012 to 2013 | Corsair Capital (3), Coller (1) |
PRO Capital Ltd London | 2 | 1 | 1 | 1 | 6 | 2012 to 2024 | Dbay Advisors Limited (5), Solis Capital Partners II, LLC (1) |
Probitas Partners San Francisco, CA | 2 | 1 | 0 | 0 | 4 | 2012 to 2014 | Mission Capital Services (3), Marlin Equity Partners (1) |
Prosperitas Capital, Ltd. London | 2 | 2 | 1 | 0 | 6 | 2016 to 2024 | Digital Alpha Advisors, LLC (4), Digital Bridge (2) |
Quintet Private Bank (europe) S.A., Luxembourg | 2 | 0 | 1 | 0 | 2 | 2021 to 2024 | Harbourvest Partners (1), Blackrock (1) |
Quintet Private Bank (switzerland) Ltd Zurich | 2 | 0 | 0 | 0 | 2 | 2021 to 2022 | Blackrock (1), Harbourvest Partners (1) |
Raine Securities LLC New York, NY · CRD 137873 | 2 | 1 | 2 | 2 | 48 | 2012 to 2024 | Raine Capital LLC (47), Dundee Maestro Management, LP (1) |
Raymond James Financial Limited International Ltd London | 2 | 1 | 2 | 2 | 3 | 2023 to 2024 | Apax Partners (2), Warburg Pincus LLC (1) |
RBC Dominion Securities Inc. Toronto | 2 | 1 | 2 | 2 | 3 | 2023 to 2024 | Hamilton Lane (2), Harbourvest Partners (1) |
Reach Capital London | 2 | 2 | 2 | 1 | 6 | 2022 to 2023 | Glendower Capital (3), OAK Hill Capital Management, LLC (3) |
Richfield Orion International, Inc. Castle Rock, CO · CRD 24433 | 2 | 1 | 1 | 0 | 5 | 2016 to 2024 | Hc2 Capital, LLC (4), Civitas Capital Management, LLC (1) |
Roam Capital Partners, LLC Bogota | 2 | 1 | 2 | 2 | 3 | 2024 to 2024 | Dyal (2), Silver Lake Technology (1) |
Robert W. Baird & Co. Incorporated Milwaukee, WI · CRD 8158 | 2 | 1 | 1 | 0 | 4 | 2012 to 2024 | Morgan Stanley (3), Icapital (1) |
Rondeivu Securities, LLC Southport, CT · CRD 321162 | 2 | 0 | 2 | 2 | 2 | 2024 to 2024 | Growth Beverage Group, LP (1), Dundee Maestro Management, LP (1) |
Rosario Capital Ltd. Tel Aviv | 2 | 1 | 2 | 2 | 4 | 2020 to 2024 | Clarion Capital Partners, LLC (3), Capital Dynamics (1) |
Rosenblatt Securities Inc. New York, NY · CRD 18377 | 2 | 1 | 2 | 1 | 3 | 2020 to 2024 | Clarendon Capital, LLC (2), Healthpointcapital (1) |
Rothschild & Co Asset Management Europe Paris | 2 | 1 | 1 | 1 | 8 | 2020 to 2024 | Five Arrows (7), CVC (1) |
S.O. Capital Advice Paris | 2 | 2 | 0 | 0 | 5 | 2013 to 2019 | Siguler Guff (3), Pomona Capital (2) |
Sabertia Capital Partners S.L. Barcelona | 2 | 1 | 0 | 0 | 3 | 2014 to 2016 | Equity International (2), KKR Credit (1) |
Sabertia Capital Partners Sl Barcelona | 2 | 1 | 0 | 0 | 5 | 2012 to 2017 | Avista Capital Partners (4), Partners Group (1) |
SAF Financial Securities LLC New York, NY · CRD 284938 | 2 | 2 | 1 | 1 | 4 | 2022 to 2024 | Stella Point Capital, LP (2), Ccmp (2) |
SAL. Oppenheim Jr. & Cie. Ag & Co. Kgaa Cologne | 2 | 1 | 0 | 0 | 3 | 2013 to 2018 | DWS (2), Schroders Capital (1) |
Sanctuary Securities, Inc. Indianapolis, IN · CRD 205 | 2 | 1 | 2 | 2 | 3 | 2023 to 2026 | Carlyle Group (2), Spring Mountain Capital, LP (1) |
Sanders Morris Harris LLC Houston, TX · CRD 20580 | 2 | 1 | 2 | 1 | 4 | 2024 to 2026 | Shepherd Kaplan Krochuk (3), MSC Adviser I, LLC (1) |
Sanford C. Bernstein & Co., LLC New York, NY · CRD 104474 | 2 | 2 | 1 | 1 | 5 | 2015 to 2024 | Morgan Stanley (3), LGK Advisors, LLC (2) |
Scala Fund Advisory Helsinki | 2 | 1 | 0 | 0 | 9 | 2018 to 2020 | Hamilton Lane (8), Five Arrows (1) |
Schroder Investment Management Limited London | 2 | 1 | 1 | 1 | 30 | 2016 to 2024 | Schroders Capital (29), Invesco (1) |
Scura Paley Securities LLC New York, NY · CRD 118219 | 2 | 2 | 1 | 1 | 17 | 2012 to 2024 | Icapital (15), GFG Alternative Investment Advisors LLC (2) |
Seaport Global Securities LLC New York, NY · CRD 116270 | 2 | 0 | 2 | 0 | 2 | 2022 to 2024 | Imperial Capital Partners (1), Hunter Point Capital LP (1) |
Secondmarket, Inc. New York, NY · CRD 136962 | 2 | 1 | 0 | 0 | 3 | 2012 to 2016 | Lendingclub Asset Management, LLC (2), Five Elms Capital (1) |
Seedchange Execution Services Inc. San Francisco, CA · CRD 165587 | 2 | 0 | 2 | 0 | 2 | 2017 to 2024 | Truebridge Capital Partners (1), Wave Equity Partners (1) |
Selinus Capital Gmbh Frankfurt | 2 | 2 | 2 | 1 | 11 | 2019 to 2024 | Ardian (7), TPG (4) |
Sera Global Securities US LLC New York, NY · CRD 283339 | 2 | 2 | 2 | 2 | 13 | 2023 to 2024 | Goldman Sachs (7), KSL Capital Partners (6) |
Sextant Securities, LLC New York, NY · CRD 283937 | 2 | 1 | 2 | 2 | 4 | 2023 to 2024 | Coventure Management, LLC (3), LL Funds (1) |
Snowden Account Services LLC New York, NY · CRD 149794 | 2 | 2 | 0 | 0 | 4 | 2017 to 2021 | Icapital (2), Macquarie Infrastructure Partners (2) |