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 |
|---|---|---|---|---|---|---|---|
Lingyun Xu Shanghai | 1 | 0 | 0 | 0 | 1 | 2019 to 2020 | Directed Capital Advisors (1) |
Link Capital Distribución Spa Santiago | 1 | 0 | 1 | 1 | 1 | 2023 to 2024 | Tcv (1) |
Link Capital Partners Administradora General de Fondos S.A. Santiago | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | Apax Partners (1) |
Link Capital Partners Distribution SpA Santiago | 1 | 1 | 1 | 1 | 2 | 2023 to 2023 | Digitalbridge Investment (2) |
Links Capital Group New York, NY | 1 | 0 | 0 | 0 | 1 | 2012 to 2017 | Longroad Asset Management, LLC (1) |
Linsco/Private Ledger Corp. Boston, MA | 1 | 1 | 0 | 0 | 3 | 1997 to 2007 | Morgan Stanley (3) |
Lion Street Financial, LLC Austin, TX · CRD 165828 | 1 | 0 | 1 | 1 | 1 | 2023 to 2023 | Kelson Asset Management LLC (1) |
Liontree Advisors LLC New York, NY · CRD 164399 | 1 | 1 | 1 | 1 | 6 | 2017 to 2024 | Liontree (6) |
Liping Tan Qianjiang | 1 | 1 | 1 | 0 | 2 | 2022 to 2024 | Civitas Capital Management, LLC (2) |
Lipworth Capital Limited London | 1 | 0 | 1 | 0 | 1 | 2012 to 2024 | Belhealth Investment Partners, LLC (1) |
Literati Capital Advisors Mexico City | 1 | 1 | 1 | 1 | 3 | 2024 to 2024 | Blackrock (3) |
Litman Gregory Wealth Management, LLC Walnut Creek, CA · CRD 107611 | 1 | 1 | 1 | 0 | 2 | 2023 to 2024 | Icapital (2) |
LIU Zhi Shanghai | 1 | 0 | 0 | 0 | 1 | 2022 to 2022 | Proterra Investment Partners LP (1) |
Lla São Paulo | 1 | 1 | 0 | 0 | 2 | 2017 to 2018 | Patria (2) |
Lloyds Securities Luxembourg · CRD 154515 | 1 | 0 | 0 | 0 | 1 | 2013 to 2021 | Invesco (1) |
Lloyds Tsb Plc, Geneva Branch Geneva | 1 | 0 | 1 | 0 | 1 | 2015 to 2024 | Invesco (1) |
Loancathé Sas Cirey-Sur-Vezouze | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | JAB Consumer Fund Management Sarl (1) |
Locorr Distributors, LLC New York, NY · CRD 41782 | 1 | 1 | 1 | 0 | 2 | 2021 to 2023 | Anthelion Capital Partners LLC (2) |
LoCorr Distributors, LLC Excelsior, MN | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | Waterequity LLC (1) |
Lodbrok Capital LLP London | 1 | 0 | 1 | 1 | 1 | 2023 to 2024 | Kroll (luxembourg) Management Company, S.A.R.L (1) |
Loewen, Ondaatje, McCutcheon USA Limited Toronto · CRD 35205 | 1 | 0 | 0 | 0 | 1 | 2010 to 2010 | Cube Infrastructure Managers (1) |
Loflin Business Ventures, Inc. Barrington, RI | 1 | 1 | 1 | 0 | 2 | 2014 to 2024 | Precision Capital Advisors, LLC (2) |
London Management Group LLP London | 1 | 0 | 0 | 0 | 1 | 2013 to 2014 | Precision Capital Advisors, LLC (1) |
Long Neck Services LLC Boston, MA · CRD 297317 | 1 | 1 | 0 | 1 | 2 | 2021 to 2021 | Delta Capital Partners Management LLC (2) |
Long-Term Solutions, LLC San Francisco, CA · CRD 137611 | 1 | 1 | 0 | 0 | 2 | 2015 to 2017 | Carlyle Group (2) |
Longstone Capital Advisors Austin, TX | 1 | 0 | 1 | 0 | 1 | 2022 to 2023 | Metropolitan Partners Group Management, LLC (1) |
Lord Sebastian Coe Monte Carlo | 1 | 1 | 1 | 0 | 2 | 2023 to 2024 | Providence Equity Partners L.L.C. (2) |
Loretan Ag Zurich | 1 | 1 | 1 | 0 | 2 | 2019 to 2024 | EJF Capital LLC (2) |
Lorrain Vial Investment, Inc. Santiago | 1 | 0 | 0 | 0 | 1 | 2012 to 2014 | Harbourvest Partners (1) |
Louis de Saint-Marcq Trelex | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | Freshstream Investment Partners LLP (1) |
Lowell & Company Lubbock, TX · CRD 24913 | 1 | 0 | 0 | 1 | 1 | 2013 to 2013 | GPB Capital Holdings, LLC (1) |
LPL Enterprise, LLC Fort Mill, SC · CRD 8733 | 1 | 1 | 1 | 1 | 2 | 2026 to 2026 | Vista Equity Partners Management, LLC (2) |
LPL Financial San Diego, CA | 1 | 1 | 0 | 0 | 2 | 1997 to 2007 | Morgan Stanley (2) |
LPL Financial Services Boston, MA | 1 | 1 | 0 | 0 | 2 | 2007 to 2021 | Morgan Stanley (2) |
LPS Capital LLC New York, NY · CRD 155246 | 1 | 0 | 1 | 1 | 1 | 2023 to 2024 | White Hat Capital Partners LP (1) |
Lument Securities, LLC Columbus, OH · CRD 14840 | 1 | 0 | 1 | 1 | 1 | 2023 to 2024 | NXT Capital Investment (1) |
Luxembourg Investment Solutions S.A. Luxembourg | 1 | 0 | 1 | 1 | 1 | 2017 to 2024 | VBI Real Estate (1) |
LV Distribution LLC New York, NY | 1 | 1 | 1 | 1 | 4 | 2024 to 2024 | Newvest Management, LP (4) |
LXG Capital San Isidro | 1 | 1 | 1 | 0 | 2 | 2022 to 2024 | Stepstone Group Real (2) |
LXG Capital S.A.C. Lima | 1 | 0 | 1 | 0 | 1 | 2009 to 2024 | Investimentos Ltda (1) |
Lyntone Capital Advisors Ltd. Tel Aviv | 1 | 1 | 1 | 0 | 13 | 2019 to 2024 | KKR Credit (13) |
Lynx Capital Partners New York, NY | 1 | 0 | 0 | 0 | 1 | 2020 to 2022 | Lincolnshire Management, Inc. (1) |
Lyra Consulting (pty) Ltd. Cape Town | 1 | 0 | 0 | 0 | 1 | 2017 to 2018 | Squared Capital (US) (1) |
Lytton Financial Inc. Toronto | 1 | 1 | 1 | 0 | 36 | 2011 to 2025 | Portfolio (36) |
M Capital Group LLC Cheraw, SC · CRD 155303 | 1 | 1 | 0 | 0 | 2 | 2012 to 2012 | Aequitas Investment Management, LLC (2) |
M. Ramirez Rio Verde San Luis Potosi | 1 | 0 | 0 | 0 | 1 | 2016 to 2016 | Civitas Capital Management, LLC (1) |
M&t Securities, Inc. Buffalo, NY · CRD 17358 | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | Morgan Stanley (1) |
M20 Marketing, LLC White Plains, NY | 1 | 1 | 0 | 0 | 2 | 2015 to 2019 | Comvest (2) |
M20 Private Fund Adivors LLC White Plains, NY | 1 | 1 | 1 | 0 | 3 | 2023 to 2024 | Astara Capital Partners, L.P. (3) |
M2O Private Fund Advisers LLC White Plains, NY · CRD 158471 | 1 | 0 | 0 | 1 | 1 | 2022 to 2022 | Housatonic Partners (1) |