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 |
|---|---|---|---|---|---|---|---|
Bastions Partners Office S.A. Geneva | 1 | 1 | 1 | 0 | 7 | 2015 to 2023 | Hamilton Lane (7) |
Bayerinvest Kapitalverwaltungsgesellschaft Mbh Munchen | 1 | 0 | 1 | 0 | 1 | 2019 to 2024 | Invesco (1) |
Bayerninvest Kapitalverwaltungsgesellschaft, Mbh Munchen | 1 | 0 | 0 | 0 | 1 | 2016 to 2021 | Invesco (1) |
Bayshore Partners, LLC Fort Lauderdale, FL · CRD 131546 | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Activant Capital Group LLC (1) |
BB Advisors, LLC Newport News, VA | 1 | 0 | 0 | 0 | 1 | 2020 to 2021 | Navigation Capital Partners, Inc. (1) |
BB Alternatives Gmbh Cologne | 1 | 0 | 0 | 0 | 1 | 2022 to 2022 | KKR Credit (1) |
Bbva, Sa Zurich | 1 | 0 | 1 | 0 | 1 | 2022 to 2024 | Hamilton Lane (1) |
BC Advisors, LLC Laurel, NJ · CRD 142982 | 1 | 0 | 0 | 0 | 1 | 2019 to 2020 | Carlyle Group (1) |
BCG Securities, Inc. Cherry Hill, NJ · CRD 70 | 1 | 0 | 0 | 1 | 1 | 2013 to 2013 | GPB Capital Holdings, LLC (1) |
BCI Asset Management Administradora General de Fondos S.A. Santiago | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Coatue Management, L.L.C. (1) |
BCI Corredor de Bolsa S.A. Santiago | 1 | 1 | 0 | 0 | 4 | 2013 to 2015 | Pinebridge Investments (4) |
BCP Securities, Inc. Greenwich, CT · CRD 27063 | 1 | 0 | 0 | 0 | 1 | 2022 to 2022 | Argonne Capital Group, LLC (1) |
BCR Finances Paris | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Tikehau (1) |
BDO Wealth Advisors, LLC St. Louis, MO · CRD 222525 | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Icapital (1) |
BDO Wealth Advisory St. Louis, MO | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
BDT & Company International, LLP London | 1 | 0 | 0 | 0 | 1 | 2020 to 2021 | BDT Capital Partners (1) |
Bear Stearns & Co., Inc. New York, NY | 1 | 1 | 0 | 0 | 3 | 1997 to 2007 | Morgan Stanley (3) |
Beaucette Wealth Management Limited Channel Islands | 1 | 0 | 0 | 0 | 1 | 2015 to 2021 | Invesco (1) |
Beaumont Financial Partners Needham, MA · CRD 322925 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
Bedminster Financial Group, Ltd. Holicong, PA | 1 | 1 | 0 | 0 | 3 | 2013 to 2014 | Acpe Services S.A. (3) |
Beech Hill Securities, Inc. New York, NY · CRD 24771 | 1 | 0 | 0 | 0 | 1 | 2019 to 2019 | Epiq Capital Group, LLC (1) |
Beijing Meixin Zhongcheng Technology LLC Beijing | 1 | 1 | 0 | 1 | 2 | 2018 to 2018 | Meixin Management LLC (2) |
Beijing Noah New Hong Investment Consulting Co., Ltd Beijing | 1 | 1 | 1 | 1 | 3 | 2025 to 2026 | Hc2 Capital, LLC (3) |
Beijing Noah New Hong Investments Consulting Co., Ltd Beijing | 1 | 0 | 1 | 1 | 1 | 2026 to 2026 | Hc2 Capital, LLC (1) |
Beijing Zhongtou Yousheng Business Management Consulting Co., Ltd Chaoyang District | 1 | 1 | 1 | 1 | 2 | 2024 to 2025 | Hc2 Capital, LLC (2) |
Beijing Zhongtou Yousheng Business Management ConsultingCo., Ltd Chaoyang District, Beijing | 1 | 0 | 1 | 0 | 1 | 2025 to 2025 | Hc2 Capital, LLC (1) |
Beit Capital Advisors Gmbh Hamburg | 1 | 0 | 1 | 1 | 1 | 2022 to 2024 | Pegasus Capital Advisors, L.P. (1) |
Bell Pottel Funds Management Limited San Francisco, CA · CRD 143786 | 1 | 0 | 0 | 0 | 1 | 2011 to 2012 | TPG (1) |
Belz Family and Associates Pty Ltd Sydney | 1 | 1 | 1 | 1 | 2 | 2024 to 2024 | Skky Partners, LP (2) |
BEN Simon Sussman Capital Ltd Tel Aviv | 1 | 0 | 0 | 0 | 1 | 2016 to 2016 | Stepstone Group Real (1) |
Benedetto Gartland & Green Ny, NY | 1 | 1 | 0 | 0 | 2 | 2012 to 2018 | Ares (2) |
Benetto, Gartland & Green Ny, NY | 1 | 0 | 0 | 0 | 1 | 2012 to 2016 | Ares (1) |
Benjamin & Jerold Brokerage I, LLC New York, NY · CRD 29110 | 1 | 0 | 0 | 1 | 1 | 2013 to 2013 | GPB Capital Holdings, LLC (1) |
Benjamin F. Edwards & Company, Incorporated St Louis, MO · CRD 146936 | 1 | 1 | 1 | 0 | 4 | 2022 to 2024 | Truebridge Capital Partners (4) |
Berenberg Capital Markets LLC London · CRD 156757 | 1 | 0 | 1 | 0 | 1 | 2014 to 2023 | Riverstone Investment Group LLC (1) |
Berenson & Company, LLC New York, NY · CRD 28016 | 1 | 1 | 0 | 0 | 2 | 2013 to 2015 | NXT Capital Investment (2) |
Berg Advisors FZ LLC Fujairab | 1 | 0 | 0 | 0 | 1 | 2022 to 2022 | GEF Capital Partners (1) |
Berg Advisory Fujalrah | 1 | 1 | 0 | 0 | 4 | 2019 to 2019 | GEF Capital Partners (4) |
Berkshire Global Advisors LP New York, NY · CRD 124180 | 1 | 0 | 0 | 0 | 1 | 2019 to 2019 | Star Mountain Fund Management, LLC (1) |
Bernard Cazeneuve Paris | 1 | 0 | 1 | 0 | 1 | 2021 to 2024 | Lauxera Capital Partners (1) |
Bernard Lurquin Paris | 1 | 0 | 1 | 0 | 1 | 2021 to 2024 | Lauxera Capital Partners (1) |
Bernoulli LLC New York, NY | 1 | 0 | 1 | 0 | 1 | 2022 to 2024 | Vested (1) |
Bertan Yordem Istanbul | 1 | 1 | 0 | 0 | 3 | 2018 to 2018 | Forge Global (3) |
Berthel, Fisher & Company Financial Services, Inc. Cedar Rapids, IA · CRD 13609 | 1 | 0 | 1 | 1 | 1 | 2023 to 2023 | Kelson Asset Management LLC (1) |
Bessley Capital, LLC Washington, DC | 1 | 1 | 0 | 0 | 2 | 2017 to 2020 | Panorama Point Partners (2) |
Beta Wealth Group, Inc San Diego, CA · CRD 165224 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
Beyond Life Management Services LLP Mumbai, Maharashtra | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Multiples (1) |
BG Fund Management Luxembourg S.A., Ville-Haute | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Carlyle Group (1) |
BGD Holdings, LLC New York, NY | 1 | 0 | 0 | 1 | 1 | 2013 to 2015 | Premium Point Investments (1) |
BGV Securities Miami, FL · CRD 315086 | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Blackstone (1) |