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 |
|---|---|---|---|---|---|---|---|
Matthew Chua Mclean, VA | 1 | 0 | 1 | 0 | 1 | 2021 to 2023 | Tuatara Capital, L.P. (1) |
Maven Wealth Management Tel Aviv | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | Community US Fund Management, Inc. (1) |
Maven WM Ltd. Herzliya | 1 | 0 | 1 | 1 | 1 | 2025 to 2025 | Faropoint Ventures, LLC (1) |
Mavira Partners London | 1 | 1 | 1 | 0 | 4 | 2022 to 2024 | Portfolio (4) |
Maximum Alliance Group, LLC New York, NY | 1 | 1 | 0 | 0 | 2 | 2020 to 2020 | Anthelion Capital Partners LLC (2) |
Maybank Singapore Limited Singapore | 1 | 0 | 1 | 0 | 1 | 2022 to 2024 | Hamilton Lane (1) |
MBA Lazard Chile S.A. Lon Condes, Santiago | 1 | 1 | 0 | 1 | 2 | 2012 to 2012 | Paul Capital (2) |
MBA Lazard Peru S.A.C. Los Condes, Santiago | 1 | 1 | 0 | 1 | 2 | 2012 to 2012 | Paul Capital (2) |
MC Consulting LLC St. Petersburg, FL | 1 | 1 | 1 | 1 | 2 | 2017 to 2024 | RCH Capital, LLC (2) |
MCA Securities LLC Atlanta, GA · CRD 298069 | 1 | 1 | 1 | 0 | 12 | 2021 to 2024 | Truebridge Capital Partners (12) |
Mccoy Limited London | 1 | 0 | 0 | 0 | 1 | 2016 to 2017 | Apogem Capital (1) |
MCH Investment Strategies, A.v.,s.a. Madrid | 1 | 0 | 0 | 0 | 1 | 2021 to 2022 | Apollo (1) |
MCH Investment Strategies, S.G.I.IC., S.A Madrid | 1 | 0 | 1 | 0 | 1 | 2022 to 2023 | Apollo (1) |
MCH Investment Strategies, Sgiic, S.A. Madrid | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Carlyle Group (1) |
Mckinley Capital Middle East Limited Abu Dhabi | 1 | 1 | 1 | 0 | 2 | 2018 to 2023 | Mckinley (2) |
MCM Partners Hong Kong | 1 | 0 | 1 | 1 | 1 | 2024 to 2025 | MIC Capital Partners (1) |
MCMG Capital Advisors, Inc. Richmond, VA · CRD 103871 | 1 | 0 | 1 | 0 | 1 | 2023 to 2023 | Argonne Capital Group, LLC (1) |
Mcmorgan LLC San Francisco, CA | 1 | 1 | 0 | 0 | 3 | 2013 to 2013 | Apogem Capital (3) |
McNally Financial Services Corporation San Antonio, TX · CRD 121196 | 1 | 0 | 0 | 1 | 1 | 2013 to 2013 | GPB Capital Holdings, LLC (1) |
MDJA Holdings, LLC Tampa, FL | 1 | 0 | 0 | 0 | 1 | 2017 to 2017 | RCH Capital, LLC (1) |
Mdmw Consultants Ltd Zichron Yaakov | 1 | 0 | 1 | 0 | 1 | 2021 to 2024 | Ally Bridge Group (1) |
Mdmw Consulting Ltd Zichron Yaakov | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | Ally Bridge Group (1) |
MDS Capital Partners Short Hills, NJ | 1 | 1 | 0 | 0 | 4 | 2019 to 2019 | GEF Capital Partners (4) |
ME Financial Phoenix, AZ · CRD 143070 | 1 | 0 | 0 | 1 | 1 | 2014 to 2014 | Coachman Energy Partners LLC (1) |
Measa Partners Ltd Abu Dhabi | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Mckinley (1) |
Medical Mutual Insurance Company of North Carolina Raleigh, NC | 1 | 0 | 0 | 0 | 1 | 2018 to 2019 | Sharpvue Capital, LLC (1) |
Medici Corporate As Oslo | 1 | 0 | 0 | 0 | 1 | 2012 to 2013 | Blackstone (1) |
Mediobanca Milan | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Ardian (1) |
Mediobanca - Banca Di Credito Finanziario Spa Milan | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | JAB Consumer Fund Management Sarl (1) |
Meeschaert Family Office Paris | 1 | 0 | 1 | 0 | 1 | 2021 to 2024 | Lauxera Capital Partners (1) |
Meitav Dash Bnei Brak | 1 | 0 | 1 | 0 | 1 | 2021 to 2024 | Pomona Capital (1) |
Melcofin & Co. Ltd London | 1 | 0 | 0 | 1 | 1 | 2020 to 2020 | Development Partners International LLP (1) |
Melissa Ackerman Zurich | 1 | 1 | 0 | 1 | 2 | 2022 to 2022 | Manna Tree Partners, LLC (2) |
Mena Growth Partners Ltd. Abu Dhabi | 1 | 1 | 1 | 1 | 2 | 2024 to 2025 | Gordonmd Global Investments LP (2) |
Menora Mivtachim Insurance Ltd & Menora Mivtachim Pensions & Gemel Ltd Ramat Gan | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Invesco (1) |
Mercer Global Advisors Inc. Santa Barbara, CA · CRD 147363 | 1 | 1 | 0 | 0 | 2 | 2019 to 2021 | Morgan Stanley (2) |
Merck Finck Privatbankiers Ag Munich | 1 | 0 | 0 | 0 | 1 | 2021 to 2022 | Blackrock (1) |
Mercury Capital Advisers Asia LLC Tokyo | 1 | 0 | 0 | 0 | 1 | 2012 to 2013 | Coller (1) |
Mercury Captial Advisors, LLP London | 1 | 0 | 0 | 0 | 1 | 2010 to 2010 | Ally Bridge Group (1) |
Meridian Equity Partners, Inc. New York, NY · CRD 133849 | 1 | 0 | 1 | 0 | 1 | 2012 to 2024 | Edgewater Services (1) |
Meridian Investments, Inc. Baintree, MA · CRD 13225 | 1 | 1 | 1 | 0 | 4 | 2021 to 2024 | Advantage Capital (4) |
Meristem Family Wealth LLC Scottsdale, AZ | 1 | 0 | 0 | 0 | 1 | 2020 to 2021 | Apollo (1) |
Merrill Lynch Alternative Investments LLC Charlotte, NC | 1 | 1 | 0 | 0 | 9 | 2017 to 2020 | Neuberger Berman Aifm (9) |
Merrill Lynch Alternatives Investments LLC Charlotte, NC | 1 | 1 | 1 | 0 | 2 | 2023 to 2024 | Neuberger Berman Aifm (2) |
Merrill Lynch International & Co New York, NY | 1 | 0 | 0 | 0 | 1 | 2016 to 2016 | Blackstone (1) |
Merrill Lynch Professional Clearing Corp. New York, NY · CRD 16139 | 1 | 1 | 1 | 0 | 2 | 2023 to 2024 | The Riverside Company (2) |
Merrill Lynch, Pierce Fenner & Smith Incorporated/merrill Lynch International & Co. C.V. New York, NY | 1 | 0 | 0 | 0 | 1 | 2014 to 2014 | First Reserve (1) |
Merrill Lynch, Pierce, Fenner & Smith Incorporation New York, NY | 1 | 0 | 0 | 0 | 1 | 2016 to 2017 | Hamilton Lane (1) |
Merryll Lynch Alternative Investments LLC Charlotte, NC | 1 | 0 | 1 | 0 | 1 | 2021 to 2024 | Neuberger Berman Aifm (1) |
Metis Global (cook Islands) Limited Quarry Bay | 1 | 1 | 1 | 0 | 2 | 2024 to 2024 | Hamilton Lane (2) |