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 |
|---|---|---|---|---|---|---|---|
Trump Securities, LLC New York, NY · CRD 47107 | 20 | 10 | 9 | 5 | 43 | 2013 to 2026 | Crestview Partners (8), OAK Hill Capital Management, LLC (6), Unigestion (4), Harbourvest Partners (3) |
Credit Suisse Asset Management London · CRD 113463 | 19 | 9 | 8 | 3 | 43 | 2012 to 2024 | Capvest Partners LLP (9), Basalt Infrastructure Partners LLP (5), Cinven Capital (5), Glendower Capital (4) |
Shannon Advisors LLC Lake Forest, IL · CRD 150305 | 19 | 11 | 12 | 13 | 64 | 2012 to 2024 | Trivest Investment Advisors, LLC (14), Arbor Investments Management, LLC (9), Tower Arch Capital (6), Rock Island Capital (5) |
Btig, LLC New York, NY · CRD 122225 | 18 | 9 | 8 | 2 | 46 | 2012 to 2024 | White Oak Global Advisors, LLC (11), OAK Hill Capital Management, LLC (6), Enlightenment Capital (4), Mount Kellett Capital Management LP (4) |
Edgeline Capital, LLC. Los Angeles, CA · CRD 152774 | 18 | 10 | 8 | 4 | 40 | 2012 to 2024 | Comvest (6), Levine Leichtman Capital Partners, LLC (4), Sole Source Capital LLC (4), Courage Capital Management, LLC (3) |
Stanwich Advisors LLC Stamford, CT · CRD 124667 | 18 | 9 | 10 | 2 | 39 | 2012 to 2024 | Asset (7), Private Equity Investors, Inc. (5), Blue Wolf Capital Partners LLC (4), Bayswater Management Company LP (3) |
Thomas Capital Group, Inc. West Hartford, CT · CRD 45180 | 18 | 12 | 6 | 2 | 53 | 2012 to 2024 | Akina Limited (8), RC Capital (6), Pritzker Private Capital (6), Unigestion (6) |
Acalyx Advisors Inc. New York, NY · CRD 174667 | 17 | 12 | 10 | 6 | 50 | 2016 to 2024 | Sycamore Partners (9), Gemspring Capital Management, LLC (8), Mill Point Capital LLC (6), Trill Impact Advisory (4) |
Firstpoint Equity Capital Ltd London | 17 | 11 | 14 | 8 | 49 | 2018 to 2026 | CAI Manager LP (9), WM Partners, LP (8), Tiverton Advisors, LLC (5), Truebridge Capital Partners (4) |
Greenstone Group Fzc Dubai | 17 | 9 | 5 | 3 | 42 | 2015 to 2024 | BC Partners (12), Capital Dynamics (6), Portfolio (4), Antares Capital Advisers LLC (2) |
Harken Capital Securities, LLC Scituate, MA · CRD 163749 | 17 | 11 | 11 | 6 | 36 | 2013 to 2024 | Omega Fund Management, LLC (4), Gauge Capital (4), Strattam Capital Management, LLC (3), Corridor Capital, LLC (3) |
Innovation Partners LLC Charlotte, NC · CRD 146344 | 17 | 11 | 13 | 7 | 40 | 2018 to 2024 | Harvest Partners, LP (5), HC Capital Partners (5), Larson Capital Management, LLC (4), Novaquest Capital (3) |
PTP Securities, LLC Simsburg, CT · CRD 136832 | 17 | 12 | 7 | 5 | 64 | 2012 to 2024 | Truebridge Capital Partners (12), Monroe Capital Management Advisors LLC (11), Northstar Capital, LLC (7), Victory Park Capital (5) |
Silver Leaf Partners, LLC New York, NY · CRD 126694 | 17 | 8 | 7 | 5 | 30 | 2014 to 2024 | Star Mountain Fund Management, LLC (5), Akkadian Ventures (3), Chapford Capital Group (3), Feenix Venture Partners, LLC (2) |
Sparring Partners Capital LLC New York, NY · CRD 133780 | 17 | 9 | 12 | 3 | 73 | 2012 to 2024 | Insight Venture Partners (42), Altus Capital Partners, Inc. (5), Dawn Capital LLP (4), Five Elms Capital (3) |
Fund Placement Israel Ltd. Ramat Hasharon | 16 | 11 | 11 | 4 | 100 | 2016 to 2024 | Insight Venture Partners (36), Bridgepoint (13), Blackrock (12), Clearlake Capital Group, L.P. (11) |
Gallatin Capital LLC New York, NY · CRD 124738 | 16 | 11 | 14 | 13 | 45 | 2014 to 2024 | Corrum Capital (8), Avista Capital Partners (6), Orchard Global Asset (5), Oberland Capital Management LLC (5) |
Greenhill & Co., LLC New York, NY · CRD 40290 | 16 | 8 | 5 | 3 | 28 | 2012 to 2024 | Bridgepoint (4), Truelink Capital Management, LLC (4), Gamut Capital Management, L.P. (2), Ethos Capital LP (2) |
Transpacific Group LLC New York, NY · CRD 143869 | 16 | 12 | 7 | 3 | 50 | 2012 to 2024 | Kohlberg & Company (10), Cinven Capital (5), Great Hill Partners (4), Silver Lake Technology (4) |
Castle Hill Capital Partners, Inc. New York, NY · CRD 44131 | 15 | 6 | 11 | 6 | 32 | 2017 to 2026 | Ridgeline Productions LLC (9), Focusgrowth Asset Management, LP (5), LGK Advisors, LLC (3), NEW Rhein Healthcare Investors LLC (2) |
Forum Capital Securities LLC New York, NY · CRD 113855 | 15 | 13 | 10 | 4 | 62 | 2012 to 2024 | Pathstone Federal Street (15), Patria (7), Olympus Capital Holdings Asia LLC (6), Silver Oak Services Partners,llc (5) |
Blue Sand Securities LLC Ashton, MD · CRD 142976 | 14 | 11 | 7 | 6 | 35 | 2013 to 2024 | EJF Capital LLC (6), Medalist Partners LP (5), LGK Advisors, LLC (4), Lendingclub Asset Management, LLC (3) |
Deutsche Bank Securities Inc. New York, NY · CRD 2525 | 14 | 10 | 6 | 1 | 74 | 2012 to 2024 | Icapital (23), DWS (22), Blackstone (7), Glendower Capital (4) |
Gencap Global Advisors Dmcc Dubai | 14 | 10 | 13 | 9 | 29 | 2022 to 2024 | Kohlberg & Company (4), Silver Lake Technology (4), LBC Credit Partners (3), Dawson Partners (2) |
Konomi, Inc. Tokyo | 14 | 11 | 8 | 1 | 35 | 2012 to 2024 | Apollo (6), Truebridge Capital Partners (4), Apogem Capital (4), Gryphon Advisors, LLC (4) |
Metric Point Capital, LLC Stamford, CT · CRD 287519 | 14 | 9 | 14 | 10 | 44 | 2018 to 2024 | SER Capital Partners Management, LP (10), O2 Investment Partners, L.P. (7), Martis Capital Management, LLC (5), Bernhard Capital Partners Management, LP (4) |
Picton S.A. Santiago | 14 | 10 | 12 | 9 | 62 | 2013 to 2026 | Macquarie Infrastructure Partners (14), Clearlake Capital Group, L.P. (11), Bridgepoint (8), Brookfield (6) |
Trinity Group Limited London | 14 | 10 | 4 | 5 | 67 | 2012 to 2024 | Pantheon (25), BC Partners (12), THL (5), VSS Fund Management LLC (4) |
Berchwood Partners LLC New York, NY · CRD 108399 | 13 | 5 | 5 | 0 | 19 | 2012 to 2024 | Quadria Capital (3), Victory Park Capital (2), Catalyst Investors, L.L.C. (2), Rockland Capital, LP (2) |
Cais Capital LLC New York, NY · CRD 154512 | 13 | 10 | 11 | 5 | 67 | 2014 to 2026 | Apollo (27), SCS Capital (11), Monroe Capital Management Advisors LLC (7), Harbourvest Partners (5) |
GCA Savvian Advisors, LLC San Francisco, CA · CRD 127835 | 13 | 7 | 7 | 1 | 30 | 2015 to 2024 | Teleo Capital Management LLC (6), Squared Capital (US) (6), Five Elms Capital (3), Angeles Equity Partners, LLC (3) |
Rede Partners (americas) LLC New York, NY · CRD 299631 | 13 | 9 | 13 | 9 | 47 | 2020 to 2024 | ARA Partners (14), Inverness Graham Investments, Inc. (8), Verdane (5), Tcv (4) |
Rockefeller Capital Management New York, NY · CRD 291361 | 13 | 8 | 11 | 6 | 32 | 2021 to 2026 | Rockefeller Capital Management (7), Viking Global Investors (5), Icapital (3), Bridgepoint (3) |
Samsung Securities Seoul | 13 | 8 | 9 | 5 | 39 | 2012 to 2024 | Harbourvest Partners (11), Apollo (5), KKR Credit (4), Digital Bridge (4) |
Threadmark LLP London · CRD 173318 | 13 | 8 | 7 | 6 | 49 | 2012 to 2026 | Tiger Infrastructure Partners LP (16), Arroyo Energy Investment Partners LLC (6), Strategic Value Partners, LLC (6), Fengate (4) |
UBS Switzerland Ag Zurich | 13 | 4 | 9 | 11 | 27 | 2018 to 2026 | Valor Equity Partners (7), Harbourvest Partners (5), KKR Credit (4), Orbimed Advisors LLC (2) |
Barclays Bank Plc London | 12 | 4 | 8 | 2 | 28 | 2013 to 2024 | Adams Street Partners, LLC (9), Lexington Partners (4), Carlyle Group (4), Harbourvest Partners (3) |
Caplink Securities, Inc Hermosa Beach, CA · CRD 130702 | 12 | 6 | 7 | 3 | 31 | 2017 to 2024 | Arctaris Impact Investors (13), Forge Global (4), Growthcurve Capital LP (2), Sandglass Capital Advisors LLC (2) |
Credit Suisse Zurich | 12 | 5 | 2 | 2 | 21 | 2012 to 2024 | J.F. Lehman and Company LLC (4), White Deer (3), Carousel Capital Management Company, L.P. (3), Anacap Financial Partners Limited (2) |
Further Capital Partners Ltd. Toronto | 12 | 7 | 8 | 4 | 24 | 2016 to 2024 | GI Partners (4), Capital Dynamics (4), Valor Equity Partners (3), Hggc, LLC (2) |
HMC Itajubá São Paulo | 12 | 11 | 11 | 9 | 81 | 2014 to 2024 | Insight Venture Partners (34), BC Partners (18), Clayton, Dubilier & Rice (4), Monroe Capital Management Advisors LLC (4) |
IBK Securities Co. Ltd. Seoul | 12 | 9 | 10 | 6 | 40 | 2013 to 2024 | Harbourvest Partners (9), TOP Tier Capital Partners, LLC (7), Summit Partners (5), Blackstone (5) |
Pinegrove Capital Ltd. Tel Aviv | 12 | 7 | 9 | 8 | 34 | 2020 to 2024 | Bridgepoint (8), PSG Equity L.L.C. (5), Dawson Partners (4), Arclight Capital Partners, LLC (4) |
Teneo Partners Japan Limited Tokyo | 12 | 6 | 11 | 10 | 21 | 2016 to 2024 | Raine Capital LLC (3), Valor Equity Partners (3), TWO Sigma Ventures (3), Clayton, Dubilier & Rice (2) |
Transpacific Group (asia) Limited Hong Kong | 12 | 9 | 5 | 2 | 39 | 2012 to 2024 | Kohlberg & Company (10), Cinven Capital (5), Great Hill Partners (4), Insight Venture Partners (4) |
VCP Advisors LLC New York, NY · CRD 169090 | 12 | 7 | 9 | 4 | 28 | 2015 to 2024 | Greenspring Associates, LLC (6), Stepstone Group Real (5), KKR Credit (3), Stratus (3) |
William Blair & Company L.L.C. Chicago, IL · CRD 1252 | 12 | 8 | 9 | 7 | 25 | 2014 to 2024 | Truelink Capital Management, LLC (6), Pritzker Private Capital (3), Graycliff Partners LP (2), Constellation Wealth Capital (2) |
XT Capital Partners, LLC Sausalito, CA · CRD 118719 | 12 | 6 | 7 | 4 | 37 | 2012 to 2024 | White Oak Global Advisors, LLC (12), Stonepeak (6), Vivo (4), Brown Advisory (4) |
Citi Private Advisory, LLC New York, NY · CRD 153777 | 11 | 7 | 6 | 5 | 34 | 2012 to 2024 | Wellington (11), HPS Investment Partners (6), Digital Bridge (5), Vista Equity Partners Management, LLC (2) |
Finex Hong Kong Limited Wanchai | 11 | 6 | 11 | 9 | 22 | 2023 to 2026 | Colbeck Capital Management, LLC (6), Towerbrook Capital Partners (3), Onex (2), Lexington Partners (2) |