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 |
|---|---|---|---|---|---|---|---|
CFG Capital Markets, LLC Baltimore, MD · CRD 39468 | 1 | 0 | 1 | 0 | 1 | 2021 to 2024 | Calvert Street Capital Partners, Inc. (1) |
CFO Management, LLC Denver, CO | 1 | 1 | 1 | 0 | 23 | 2017 to 2024 | Bear Creek (23) |
Cfo4life, L.P. Coppell, TX · CRD 287600 | 1 | 1 | 0 | 0 | 2 | 2017 to 2018 | Carlyle Group (2) |
Cfunds B.V. Amsterdam | 1 | 0 | 1 | 0 | 1 | 2022 to 2023 | Forge Global (1) |
CH Advisors Gmgh Herrliberg | 1 | 0 | 1 | 0 | 1 | 2023 to 2023 | Truebridge Capital Partners (1) |
Chaldon Associates, LLC New York, NY | 1 | 1 | 0 | 0 | 2 | 2011 to 2013 | Greenspring Associates, LLC (2) |
Chao & Company, Ltd. Vienna, VA · CRD 116983 | 1 | 1 | 0 | 0 | 3 | 2017 to 2020 | Carlyle Group (3) |
Chao Xue Shanghai | 1 | 0 | 0 | 1 | 1 | 2015 to 2018 | NMS Capital Asset Management, Inc. (1) |
Chapwood Securities, Inc. Plano, TX · CRD 154376 | 1 | 1 | 1 | 0 | 5 | 2022 to 2024 | Investx (5) |
Chardan Capital Markets LLC New York, NY · CRD 120128 | 1 | 1 | 1 | 1 | 19 | 2020 to 2025 | ATW Partners LLC (19) |
Charles Irvine Limited London | 1 | 1 | 1 | 0 | 2 | 2017 to 2024 | Jaguar Growth Asset Management, LLC (2) |
Charles Morgan Securities, Inc. New York, NY · CRD 138887 | 1 | 1 | 0 | 0 | 3 | 2011 to 2013 | Felix Advisors LLC (3) |
Chartwell Consulting USA LLC Montclair, NJ · CRD 106500 | 1 | 0 | 0 | 0 | 1 | 2019 to 2020 | Carlyle Group (1) |
Chase Global Securities, Inc New York, NY · CRD 31994 | 1 | 0 | 0 | 0 | 1 | 2019 to 2021 | Morgan Stanley (1) |
Cherry Creek Family Offices Denver, CO · CRD 156310 | 1 | 1 | 1 | 0 | 2 | 2023 to 2024 | Icapital (2) |
Chester Financial Partners Ltd. Dubai | 1 | 0 | 0 | 0 | 1 | 2011 to 2011 | Providence Equity Partners L.L.C. (1) |
Chilton Investment Company, Inc. Stamford, CT · CRD 120107 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
China Concept Consulting Ltd Hong Kong | 1 | 0 | 1 | 0 | 1 | 2018 to 2024 | Vivo (1) |
China Galaxy International Securities (hong Kong) Co., Limited Hong Kong | 1 | 1 | 1 | 0 | 2 | 2021 to 2024 | GLY Capital Management Limited (2) |
China International Capital Corporation Limited Beijing | 1 | 0 | 0 | 0 | 1 | 2019 to 2021 | KKR Credit (1) |
China Renaissance Securities (US) Inc. New York, NY · CRD 166318 | 1 | 0 | 0 | 0 | 1 | 2015 to 2018 | Atlas Merchant Capital LLC (1) |
China Renaissance Seurities US Inc. New York, NY · CRD 116318 | 1 | 0 | 0 | 0 | 1 | 2015 to 2015 | Atlas Merchant Capital LLC (1) |
Christopher Aw Singapore | 1 | 0 | 0 | 0 | 1 | 2020 to 2021 | Alpha Square Group S, LLC (1) |
Churchill Consulting Limited London | 1 | 0 | 0 | 0 | 1 | 2013 to 2013 | Zephyr (1) |
CI Investment Services Inc. Toronto | 1 | 1 | 1 | 1 | 2 | 2023 to 2024 | Hamilton Lane (2) |
Cibc Chicago, IL | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
Cibc National Trust Company Boston, MA | 1 | 0 | 1 | 0 | 1 | 2019 to 2024 | Stepstone Group Real (1) |
Cibc World Markets Inc. Toronto · CRD 630 | 1 | 1 | 1 | 1 | 2 | 2024 to 2024 | Hamilton Lane (2) |
Citi Private Advisory, LLC New York, NY · CRD 15377 | 1 | 1 | 1 | 0 | 5 | 2022 to 2023 | EQT (5) |
Citi Private Bank New York, NY | 1 | 1 | 1 | 0 | 2 | 2018 to 2024 | Invesco (2) |
Citibank New York, NY | 1 | 0 | 0 | 0 | 1 | 2017 to 2018 | Patria (1) |
Citibank (hong Kong) Limited Hong Kong | 1 | 1 | 0 | 1 | 3 | 2012 to 2017 | Citi Private Advisory, LLC (3) |
Citibank Europe Plc (luxembourg Branch) Bertrange | 1 | 0 | 1 | 0 | 1 | 2026 to 2026 | Makena Capital Management, LLC (1) |
Citibank International Plc London | 1 | 1 | 0 | 1 | 3 | 2012 to 2017 | Citi Private Advisory, LLC (3) |
Citibank N.A. Jersey, Channel Islands Branch Jersey | 1 | 1 | 0 | 1 | 3 | 2012 to 2017 | Citi Private Advisory, LLC (3) |
Citibank Singapore Limited Singapore | 1 | 1 | 0 | 1 | 3 | 2012 to 2017 | Citi Private Advisory, LLC (3) |
Citibank, N.A. Boston, MA | 1 | 1 | 1 | 0 | 2 | 2024 to 2024 | Adams Street Partners, LLC (2) |
Citibank, N.A. UAE Branch on behalf of UAE CPB Distributor Dubai | 1 | 0 | 1 | 0 | 1 | 2026 to 2026 | Makena Capital Management, LLC (1) |
Citibank, N.A., Bahamas Branch Oakes Field, Nassau | 1 | 0 | 1 | 0 | 1 | 2026 to 2026 | Makena Capital Management, LLC (1) |
Citigroup New York, NY | 1 | 1 | 0 | 0 | 4 | 2012 to 2013 | Credit Suisse (4) |
Citigroup Capital Markets, Inc. New York, NY | 1 | 1 | 0 | 0 | 2 | 1997 to 2007 | Morgan Stanley (2) |
Citigroup Global Markets Inc.and Affiliates New York, NY | 1 | 0 | 0 | 1 | 1 | 2008 to 2008 | UBP Asset Management LLC (1) |
Citigroup Global Markets Korea Securities Limited Seoul | 1 | 1 | 1 | 0 | 4 | 2019 to 2024 | Vista Equity Partners Management, LLC (4) |
Citigroup Global Markets Singapore Pte Limited Singapore | 1 | 1 | 0 | 1 | 3 | 2012 to 2017 | Citi Private Advisory, LLC (3) |
Cititrust (bahamas) Limited Nassau | 1 | 1 | 0 | 1 | 3 | 2012 to 2022 | Citi Private Advisory, LLC (3) |
CK Capital Advisors Jackson, WY | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Nebari Partners, LLC (1) |
Clal Insurance Company Ltd Tel Aviv | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Invesco (1) |
Clarityspring Securities LLC New York, NY · CRD 281901 | 1 | 0 | 0 | 0 | 1 | 2016 to 2018 | Bergen Asset Management, LLC (1) |
Class VI Securities, LLC Denver, CO · CRD 148772 | 1 | 0 | 1 | 1 | 1 | 2023 to 2024 | Class VI Ventures, LLC (1) |
Claude Casimir Finckenberg Helsinki | 1 | 0 | 1 | 0 | 1 | 2021 to 2024 | Ally Bridge Group (1) |