DFX Intelligence
Placement agents
Who markets private equity fundsAbout this listAn 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.
4,432 placement agents
| Agent | Sponsors | Repeat | Last 3 years | Latest generation | Fund vehicles | Years named | Most frequent sponsors |
|---|---|---|---|---|---|---|---|
Ball & Associates, LLC Washington, DC | 1 | 0 | 0 | 0 | 1 | 2012 to 2014 | Pegasus Capital Advisors, L.P. (1) |
BAM Asset Management Ltd Tortola | 1 | 1 | 1 | 0 | 3 | 2020 to 2024 | Stepstone Group Real (3) |
Bami Saint-Jean-Pied-De-Port | 1 | 1 | 1 | 0 | 2 | 2021 to 2023 | Tikehau (2) |
Banco Bilbao Vizcaya Argentaria Bilbao | 1 | 0 | 0 | 0 | 1 | 2017 to 2017 | Carlyle Group (1) |
Banco Bilbao Vizcaya Argentaria, S.A. Bilbao | 1 | 0 | 0 | 0 | 1 | 2017 to 2017 | Carlyle Group (1) |
Banco Inversis, Sa Madrid | 1 | 1 | 0 | 0 | 2 | 2018 to 2021 | Invesco (2) |
Banco Itau (suisse) S.A. Zurich | 1 | 0 | 0 | 0 | 1 | 2014 to 2014 | Carlyle Group (1) |
Banco Itau (suisse) Sa Zurich | 1 | 0 | 1 | 0 | 1 | 2022 to 2024 | Solum Partners (1) |
Banco Itau Europa International Miami, FL | 1 | 0 | 0 | 0 | 1 | 2014 to 2014 | Carlyle Group (1) |
Banco Itau International Miami, FL | 1 | 0 | 0 | 0 | 1 | 2022 to 2022 | Solum Partners (1) |
Banco Modal São Paulo | 1 | 1 | 1 | 1 | 11 | 2017 to 2023 | Patria (11) |
Banco Penta Las Condes, Santiago | 1 | 1 | 1 | 0 | 2 | 2015 to 2024 | Ares (2) |
Banco Santander (suisse) Sa Nassau | 1 | 0 | 1 | 0 | 1 | 2022 to 2024 | Harbourvest Partners (1) |
Banco Security S.A. Santiago | 1 | 1 | 1 | 0 | 4 | 2022 to 2024 | Pantheon (4) |
Banco Socopa São Paulo | 1 | 0 | 0 | 0 | 1 | 2017 to 2018 | Patria (1) |
BancWest Investment Services, Inc. San Francisco, CA | 1 | 0 | 0 | 0 | 1 | 2022 to 2022 | KKR Credit (1) |
Bancwest Investment Services, Inc. / Icapital PE GP, LLC Omaha, NE | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | KKR Credit (1) |
Bank Degroof Petercam Sa Grand Duchy Of Luxemborg | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | CVC (1) |
Bank Hapoalim Tel Aviv | 1 | 0 | 1 | 1 | 1 | 2015 to 2024 | Praesidian Capital Management II, LLC (1) |
Bank Lombard Odier & Co Ltd Geneva | 1 | 1 | 0 | 0 | 2 | 2016 to 2021 | Invesco (2) |
Bank of America Merrill Lynch San Francisco, CA | 1 | 1 | 1 | 0 | 2 | 2023 to 2024 | Vista Equity Partners Management, LLC (2) |
Bank of America Private Bank (AKA US Trust) New York, NY | 1 | 0 | 0 | 0 | 1 | 2020 to 2020 | Morgan Stanley (1) |
Bank of America, N.A. Charlotte, NC | 1 | 1 | 0 | 0 | 3 | 1997 to 2007 | Morgan Stanley (3) |
Bank of Utah Ogden, UT | 1 | 1 | 1 | 1 | 4 | 2023 to 2024 | Bbam US LP (4) |
Bank Oyens & van Eeghen Amsterdam | 1 | 1 | 0 | 0 | 4 | 2013 to 2015 | 747 Capital, LLC (4) |
Banque de Edmond Rothschild Luxembourg | 1 | 1 | 0 | 0 | 2 | 2012 to 2021 | Invesco (2) |
Banque de Luxembourg Luxembourgh | 1 | 1 | 1 | 0 | 2 | 2012 to 2024 | Invesco (2) |
Banque de Luxembourg Sa Luxembourg | 1 | 0 | 1 | 0 | 1 | 2016 to 2024 | Invesco (1) |
Banque Et Caisse D'Epargne de L'Etat Luxembourg | 1 | 1 | 1 | 0 | 2 | 2015 to 2024 | Invesco (2) |
Banque Havilland S.A. Luxembourg | 1 | 0 | 0 | 0 | 1 | 2021 to 2022 | Blackrock (1) |
Banque J Safra Sarasin (luxembourg) Sa Luxembourg | 1 | 1 | 1 | 0 | 2 | 2018 to 2023 | Invesco (2) |
Banque J Safra Sarasin Ltd (singapore Branch) Singapore | 1 | 1 | 0 | 0 | 2 | 2018 to 2021 | Invesco (2) |
Banque Privee Edmond de Rothschild Luxembourg | 1 | 0 | 0 | 0 | 1 | 2015 to 2021 | Invesco (1) |
Banque Privee Edmond de Rothschild Europe Luxembourg | 1 | 0 | 0 | 0 | 1 | 2016 to 2021 | Invesco (1) |
Banque Transatlantique Paris | 1 | 0 | 1 | 0 | 1 | 2021 to 2023 | Tikehau (1) |
Banque Transatlantique Belgium Sa Brussels | 1 | 1 | 1 | 1 | 2 | 2022 to 2023 | JAB Consumer Fund Management Sarl (2) |
Banque Transatlantique Sa Paris | 1 | 1 | 1 | 1 | 3 | 2021 to 2023 | JAB Consumer Fund Management Sarl (3) |
Barak Capital Underwriting Ltd. Tel Aviv | 1 | 1 | 0 | 0 | 2 | 2015 to 2017 | Riverstone Investment Group LLC (2) |
Barclays Bank (suisse) Sa Zurich | 1 | 0 | 0 | 0 | 1 | 2021 to 2022 | Blackrock (1) |
Barclays Bank Plc - Uk London | 1 | 0 | 1 | 1 | 1 | 2022 to 2024 | Forepont Capital LLC (1) |
Barclays Saudi Arabia Riayadh | 1 | 1 | 0 | 0 | 2 | 2013 to 2016 | Carlyle Group (2) |
Barclays Wealth London | 1 | 1 | 0 | 0 | 5 | 2012 to 2016 | Cinven Capital (5) |
Baro Investment & Securities Co. Ltd. ("BARO") Seoul | 1 | 0 | 0 | 0 | 1 | 2019 to 2019 | Horsley Bridge Partners LLC (1) |
Baro Investments & Securities Co. Ltd. Seoul | 1 | 1 | 1 | 0 | 4 | 2019 to 2023 | General Atlantic Service Company, L.P. (4) |
Baron Wealth Management, LLC Troy, MI · CRD 153117 | 1 | 0 | 0 | 0 | 1 | 2018 to 2018 | Carlyle Group (1) |
Barry Swidler Brookville, NY | 1 | 0 | 0 | 0 | 1 | 2015 to 2018 | Pacifica Capital Investments (1) |
Barshaf Investments Ltd. Tel Aviv | 1 | 0 | 0 | 0 | 1 | 2014 to 2015 | Tene Growth Capital 3 Funds Management Company Ltd (1) |
Bartow Street Capital Cartersville, GA | 1 | 0 | 0 | 0 | 1 | 2018 to 2018 | Onemap Mineral Services LLC (1) |
Bass Creek Advisors, Ltd Stevensville, MT · CRD 140578 | 1 | 1 | 0 | 0 | 6 | 2012 to 2014 | Hammond, Kennedy, Whitney & (6) |
Bastion Advisors (uk) London | 1 | 0 | 1 | 1 | 1 | 2023 to 2024 | Amoon Ventures Y.SH. Ltd. (1) |