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 |
|---|---|---|---|---|---|---|---|
Clearlist Securities LLC New York, NY · CRD 309455 | 1 | 1 | 1 | 1 | 3 | 2024 to 2025 | Clearlist Capital LLC (3) |
Clearpath Capital Partners LLC CRD 111756 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
Clearway Capital Solutions Pty Ltd Sydney | 1 | 1 | 0 | 0 | 2 | 2014 to 2014 | Constitution Capital Equity Partners LP (2) |
Clement Leung Hong Kong | 1 | 1 | 0 | 0 | 5 | 2021 to 2022 | Soul Ventures Advisors, LLC (5) |
Cleopatra Consulting Ltd. Geneva | 1 | 0 | 0 | 0 | 1 | 2012 to 2012 | Aksia (1) |
Clifford Lord Los Angeles, CA | 1 | 0 | 0 | 0 | 1 | 2012 to 2018 | Pacifica Capital Investments (1) |
CMB International Private Investment Limited Hong Kong | 1 | 0 | 0 | 0 | 1 | 2019 to 2019 | Warburg Pincus LLC (1) |
CMS Investment Resources (canada), Inc. Toronto, Ontario | 1 | 1 | 1 | 0 | 24 | 2012 to 2023 | Mainline Investment (24) |
CNI Securites Group Limited Wanchai | 1 | 1 | 1 | 0 | 2 | 2019 to 2024 | EJF Capital LLC (2) |
Coastal Wealth Management, LP Houston, TX · CRD 131939 | 1 | 1 | 0 | 1 | 3 | 2016 to 2016 | Civitas Capital Management, LLC (3) |
Cobblestone Capital Advisors, LLC Rochester, NY · CRD 108023 | 1 | 0 | 0 | 0 | 1 | 2015 to 2016 | Carlyle Group (1) |
Coburn Group, LLC Chicago, IL · CRD 121308 | 1 | 1 | 0 | 0 | 3 | 2010 to 2016 | Victory Park Capital (3) |
Cohen Brothers Paris | 1 | 0 | 0 | 0 | 1 | 2012 to 2012 | Flexstone Partners, LLC (1) |
Cohen Brothers Financial Services Paris | 1 | 1 | 0 | 0 | 2 | 2018 to 2018 | Capital Dynamics (2) |
Collage Venture Partners, LLC Miami Beach, FL · CRD 316063 | 1 | 0 | 1 | 1 | 1 | 2023 to 2024 | Wildcat Investment Management, LLC (1) |
Colliers Capital Holdings Limited London | 1 | 0 | 0 | 1 | 1 | 2018 to 2019 | Hillcrest Credit and Income Fund II Manager, LLC (1) |
Colombo & Partners Milan | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Aqua-Spark Management (1) |
Colombo & Partners Srl Milan | 1 | 1 | 1 | 1 | 2 | 2024 to 2024 | Apis Partners LLP (2) |
Colombo & Partners SRL Milan | 1 | 0 | 1 | 0 | 1 | 2025 to 2025 | Aqua-Spark Management (1) |
Comerica Bank San Francisco, CA | 1 | 1 | 0 | 0 | 2 | 1997 to 2007 | Morgan Stanley (2) |
Comerica Securities Detroit, MI · CRD 17079 | 1 | 1 | 0 | 0 | 3 | 1997 to 2016 | Morgan Stanley (3) |
Commerce Square Trading, LLC Memphis, TN · CRD 26554 | 1 | 1 | 0 | 0 | 2 | 2011 to 2013 | Greenspring Associates, LLC (2) |
Commerce Street Investment Management Dallas, TX · CRD 144278 | 1 | 0 | 0 | 0 | 1 | 2018 to 2018 | Carlyle Group (1) |
Commerce Trust Company Kansas City, MO | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
Commerzbank Frankfurt | 1 | 1 | 0 | 0 | 3 | 2012 to 2018 | Wilshire Associates Incorporated (3) |
Commonfund Securities, Inc. Wilton, CT · CRD 43541 | 1 | 1 | 1 | 1 | 111 | 2008 to 2026 | CF Private Equity (111) |
Commongood Securities LLC Winter Park, FL · CRD 289317 | 1 | 0 | 1 | 1 | 1 | 2020 to 2024 | Trilinc Global Advisors, LLC (1) |
Commonwealth Associates New York, NY · CRD 20833 | 1 | 1 | 0 | 0 | 5 | 2009 to 2010 | Comvest (5) |
Compagnie Benjamin de Rothschild Conseil S.A. Geneva | 1 | 0 | 0 | 0 | 1 | 2018 to 2020 | Edrpel (1) |
Compass Global Advisors S.A. Las Condes, Santiago | 1 | 1 | 1 | 0 | 3 | 2024 to 2024 | Lexington Partners (3) |
Compass Group Santiago | 1 | 0 | 0 | 0 | 1 | 2020 to 2021 | Vista Equity Partners Management, LLC (1) |
Compass Group Global Advisers Montevideo | 1 | 0 | 1 | 0 | 1 | 2022 to 2024 | Vista Equity Partners Management, LLC (1) |
Compass Group Investment Advisors Santiago | 1 | 0 | 0 | 0 | 1 | 2012 to 2012 | Bain Capital (1) |
Compass Group LLC New York, NY · CRD 108772 | 1 | 0 | 0 | 0 | 1 | 2014 to 2014 | Bain Capital (1) |
Compass Group S.A. Montevideo | 1 | 1 | 1 | 0 | 2 | 2023 to 2024 | Blackstone (2) |
Compass International Boston, MA | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Manulife Investment Management Private Markets (US) LLC (1) |
Compass Point Research & Trading, LLC Washington, DC · CRD 126258 | 1 | 0 | 0 | 0 | 1 | 2022 to 2022 | Sharpvue Capital, LLC (1) |
Comstock Capital Partners Los Angeles, CA · CRD 37544 | 1 | 0 | 0 | 0 | 1 | 2009 to 2009 | American Infrastructure (1) |
Conatus Finance Paris | 1 | 0 | 1 | 1 | 1 | 2023 to 2024 | Equistone (1) |
Conatus Finance Sas Paris | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Adams Street Partners, LLC (1) |
Concentus Wealth Advisors Newtown Square, PA · CRD 170052 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
Conduit Securities Pte Ltd Singapore | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Troob Capital Management LLC (1) |
Confido Advisors LLC Marlboro, NJ | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Troob Capital Management LLC (1) |
Conning Asset Management Limited London | 1 | 0 | 0 | 0 | 1 | 2012 to 2012 | Aquiline (1) |
Consely Annecy | 1 | 1 | 1 | 1 | 2 | 2024 to 2024 | Tikehau (2) |
Consenso São Paulo | 1 | 1 | 0 | 0 | 2 | 2017 to 2018 | Patria (2) |
Consensus Natural Resources, LLC New York, NY | 1 | 1 | 0 | 0 | 3 | 2014 to 2014 | Reverence Capital Partners (3) |
Consensys Digital Securities LLC Brooklyn, NY · CRD 289604 | 1 | 1 | 1 | 0 | 2 | 2022 to 2024 | Comvest (2) |
Consilium Capital Limited London | 1 | 1 | 0 | 0 | 2 | 2020 to 2021 | Excelsior Renewable Energy Management Company LP (2) |
Constanza Private Wealth Management, AG Zurich Ch-8002 | 1 | 0 | 0 | 0 | 1 | 2016 to 2016 | Harbor Group International (1) |