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 |
|---|---|---|---|---|---|---|---|
Crest Capital LLC Milwaukee, WI · CRD 172664 | 1 | 0 | 0 | 0 | 1 | 2016 to 2016 | Bayboston (1) |
Cresta Capital Ltd London | 1 | 1 | 1 | 1 | 5 | 2015 to 2024 | Dbay Advisors Limited (5) |
Crestone Wealth Management Sydney | 1 | 0 | 1 | 0 | 1 | 2020 to 2023 | Hamilton Lane (1) |
Creuza Advisores Sac Lima | 1 | 0 | 0 | 0 | 1 | 2019 to 2019 | Blackstone (1) |
Creuza Advisors Lima | 1 | 0 | 0 | 0 | 1 | 2020 to 2020 | Apogem Capital (1) |
Creuza Advisors S.A.C. Lima | 1 | 0 | 1 | 0 | 1 | 2019 to 2024 | Blackstone (1) |
Creuza Advisors Sac Lima | 1 | 0 | 1 | 0 | 1 | 2019 to 2024 | Blackstone (1) |
Crewe Advisors Salt Lake City, UT · CRD 173920 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
Crewe Capital LLC Salt Lake City, UT | 1 | 1 | 0 | 0 | 2 | 2018 to 2018 | Portfolio (2) |
Crews & Associates, Inc. Little Rock, AR · CRD 8052 | 1 | 0 | 0 | 0 | 1 | 2020 to 2020 | Arena Investors, LP (1) |
Crillon Capital Partners S.L. Seville | 1 | 0 | 0 | 0 | 1 | 2020 to 2020 | Comvest (1) |
Crimson Cap. Pte. Ltd. Singapore | 1 | 1 | 1 | 0 | 3 | 2025 to 2025 | Hunter Point Capital LP (3) |
Crito Capital LLC New York, NY | 1 | 0 | 1 | 0 | 1 | 2016 to 2024 | Agilitas Private Equity LLP (1) |
Cross Bay Capital Partners LLC New Canaan, CT | 1 | 0 | 0 | 0 | 1 | 2012 to 2012 | Century Equity Partners LLC (1) |
Cross Bay Capital Partners/equus Financial Consulting LLC New Canaan, CT | 1 | 0 | 0 | 1 | 1 | 2021 to 2021 | Greyrock Capital Group (1) |
Cross Border Private Capital, L.L.C. New York, NY · CRD 41054 | 1 | 0 | 0 | 0 | 1 | 2016 to 2019 | Spring Mountain Capital, LP (1) |
Crossbow Investments LLC New York, NY | 1 | 0 | 0 | 0 | 1 | 2012 to 2012 | TRG Management LP (1) |
Crossroad Capital Partners New Canaan, CT | 1 | 0 | 0 | 0 | 1 | 2007 to 2007 | Saybrook Advisors, LLC (1) |
Crown Rock Partners Ltd Seoul | 1 | 1 | 0 | 0 | 5 | 2016 to 2020 | Portfolio (5) |
Crownfund LLC New York, NY | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | GMP Limited (1) |
Crystal Bay Securities Inc. Delray Beach, FL · CRD 142339 | 1 | 0 | 0 | 1 | 1 | 2013 to 2013 | GPB Capital Holdings, LLC (1) |
Crystalline Management Inc. Montreal | 1 | 0 | 1 | 0 | 1 | 2018 to 2024 | Macquarie Infrastructure Partners (1) |
CS Private Bank New York, NY | 1 | 0 | 1 | 0 | 1 | 2014 to 2023 | Healthcare Royalty (1) |
CSA Capital Limited Hong Kong | 1 | 1 | 0 | 0 | 6 | 2012 to 2020 | Healthpointcapital (6) |
Csfb London | 1 | 0 | 0 | 0 | 1 | 2012 to 2017 | IK Investment Partners Limited (1) |
Csi London | 1 | 0 | 1 | 1 | 1 | 2023 to 2024 | Waystone (1) |
CTC Mycfo, LLC Palo Alto, CA · CRD 110264 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
Cuatro Torres Geneva | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Apex Investments (1) |
Cunningham Lindsey London | 1 | 1 | 1 | 0 | 2 | 2016 to 2024 | Invesco (2) |
Cuntur Capital, S.A.P.I. de C.V. Huixquilucan | 1 | 1 | 1 | 1 | 6 | 2024 to 2026 | Lexington Partners (6) |
Cuntur Capital, S.A.P.L. de C.V. Mexico City | 1 | 1 | 1 | 0 | 3 | 2025 to 2025 | Lexington Partners (3) |
CW Securities Knoxville, TN · CRD 124496 | 1 | 1 | 0 | 0 | 2 | 2009 to 2010 | Clean Energy Capital, LLC (2) |
CY Investment CY Investment (SG) PTE. Ltd Hi-Tech Zone Chengdu | 1 | 0 | 1 | 1 | 1 | 2025 to 2025 | Hc2 Capital, LLC (1) |
Cygnus Investment Partners LP Toronto | 1 | 1 | 1 | 0 | 12 | 2016 to 2024 | KKR Credit (12) |
Cygnus Investment Partners LP and Cygnus Investment Partners Inc. Toronto | 1 | 0 | 0 | 0 | 1 | 2015 to 2021 | KKR Credit (1) |
Cygnus Investments Partners Toronto | 1 | 0 | 0 | 0 | 1 | 2014 to 2014 | KKR Credit (1) |
Cypress Wealth Services, LLC Palm Desert, CA · CRD 288992 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
DAI Advisors Fremont, CA · CRD 300332 | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Icapital (1) |
Dakota Investments, LLC Bryn Mawr, PA · CRD 290284 | 1 | 0 | 0 | 0 | 1 | 2021 to 2022 | Millennium Bridge Capital (1) |
Dalkeith Group, LLC High Falls, NY · CRD 298367 | 1 | 1 | 1 | 1 | 3 | 2022 to 2023 | Varagon Capital Partners, L.P. (3) |
Dalma Capital Mangement Limited Dubai | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Imperial Capital Partners (1) |
Dalmore Group LLC Dallas, TX · CRD 136352 | 1 | 1 | 0 | 0 | 5 | 2020 to 2022 | Satori Capital, LLC (5) |
Daniel Investment Associates, LLC Santa Barbara, CA · CRD 157284 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
Daniel Sosa Staten Island, NY | 1 | 1 | 1 | 1 | 8 | 2022 to 2024 | Vessel Capital Advisors, LLC (8) |
Danoher Associates (pty) Ltd. Pretoria | 1 | 1 | 0 | 0 | 7 | 2012 to 2016 | Carlyle Group (7) |
Dauphine Asset Management - Groupe Rhétorès Paris | 1 | 1 | 1 | 1 | 2 | 2024 to 2024 | Tikehau (2) |
DAV/Wetherly Financial, L.P. Los Angeles, CA · CRD 119951 | 1 | 0 | 0 | 0 | 1 | 2009 to 2009 | Freeman Spogli & Co. (1) |
Davenport & Company LLC Richmond, VA · CRD 1588 | 1 | 0 | 0 | 1 | 1 | 2007 to 2007 | Dynamis Advisors, LLC (1) |
David Fried Greenwood Village, CO | 1 | 0 | 1 | 1 | 1 | 2019 to 2024 | Pacifica Capital Investments (1) |
David Levy Tel Aviv | 1 | 0 | 1 | 1 | 1 | 2022 to 2023 | Forepont Capital LLC (1) |