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 |
|---|---|---|---|---|---|---|---|
Mnvision Valletta | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Newvest Management, LP (1) |
Moelis Capital Partners LLC New York, NY · CRD 154219 | 1 | 1 | 0 | 0 | 2 | 2022 to 2022 | Lime Rock (2) |
Mohammad Alsowaidi Doha | 1 | 0 | 1 | 0 | 1 | 2021 to 2023 | ION Pacific (1) |
Moloney Securities Co., Inc. Manchester, MO · CRD 38535 | 1 | 0 | 0 | 1 | 1 | 2013 to 2013 | GPB Capital Holdings, LLC (1) |
Momentum Advisors New York, NY · CRD 159574 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
Mon-Fort Funds Ag Geneva | 1 | 0 | 0 | 0 | 1 | 2017 to 2018 | Grafton Asset Management Inc. (1) |
Moneda (chiletech S.A. Administradora de Fondos de Inversion) Santiago | 1 | 1 | 0 | 0 | 16 | 2013 to 2017 | Carlyle Group (16) |
Moneda Asset Management S.A. Santiago | 1 | 1 | 0 | 0 | 2 | 2017 to 2018 | Carlyle Group (2) |
Moneda Asset Management Spa Santiago | 1 | 1 | 1 | 1 | 4 | 2021 to 2024 | Carlyle Group (4) |
Moneda International Inc. Santiago · CRD 163449 | 1 | 1 | 1 | 0 | 13 | 2012 to 2024 | Carlyle Group (13) |
Moneda S.A. Administradora General de Fondos Santiago · CRD 171383 | 1 | 1 | 1 | 1 | 17 | 2013 to 2024 | Carlyle Group (17) |
Money Concepts Advisory Service Palm Beach Gardens, FL · CRD 12963 | 1 | 0 | 0 | 1 | 1 | 2013 to 2013 | GPB Capital Holdings, LLC (1) |
Monitor Capital LLC Greenwich, CT · CRD 146087 | 1 | 1 | 1 | 1 | 2 | 2017 to 2024 | Silverstreet Capital LLP (2) |
Monolith Capital Group New York, NY | 1 | 0 | 0 | 1 | 1 | 2021 to 2021 | Straightpath Management Inc (1) |
Mont-Ford Funds Ag Verbier | 1 | 0 | 1 | 0 | 1 | 2022 to 2024 | Permira (1) |
Montclair Group Limited Alameda, CA | 1 | 0 | 0 | 0 | 1 | 2012 to 2012 | Vantage Consulting Group Inc (1) |
Montfort Funds Ag Verbier | 1 | 1 | 1 | 0 | 2 | 2021 to 2024 | LBC Credit Partners (2) |
Montrose Partners LLP London | 1 | 0 | 0 | 0 | 1 | unknown | Kailai Advisers Ltd. (1) |
Montrose Partners LLP (not soliciting in U.S.) London | 1 | 0 | 0 | 0 | 1 | unknown | Kailai Advisers Ltd. (1) |
Monument Group (uk) Ltd London | 1 | 1 | 0 | 0 | 2 | 2013 to 2015 | Consonance Capital Partners, LP (2) |
Moonfare I S.A.R.L. Luxembourg | 1 | 1 | 1 | 1 | 4 | 2021 to 2024 | Carlyle Group (4) |
Moonfare Series Fund USA (Manager), LLC Wilmington, DE | 1 | 0 | 1 | 1 | 1 | 2026 to 2026 | Warburg Pincus LLC (1) |
Moonvalley Capital Asesorias Ltda Vitacura | 1 | 0 | 1 | 0 | 1 | 2025 to 2025 | EIG (1) |
Moonvalley Capital y Asesorias Limitada Vitacura - Santiago | 1 | 1 | 1 | 0 | 2 | 2026 to 2026 | Arroyo Energy Investment Partners LLC (2) |
Moors & Cabot, Inc Boston, MA · CRD 594 | 1 | 1 | 0 | 0 | 2 | 2015 to 2020 | Carlyle Group (2) |
More than 5 (at Dominick & Dominick LLC) New York, NY | 1 | 0 | 0 | 0 | 1 | 2011 to 2011 | Windrose (1) |
Morgan Geological Services LLC Brooklyn, NY | 1 | 0 | 0 | 1 | 1 | 2020 to 2021 | Straightpath Management Inc (1) |
Morgan Joseph Triartisan LLC New York, NY · CRD 10948 | 1 | 1 | 0 | 0 | 2 | 2013 to 2017 | NEW Harbor Capital (2) |
Morgan Keegan, Inc. Coral Gables, FL | 1 | 0 | 0 | 0 | 1 | 2010 to 2010 | Courage Capital Management, LLC (1) |
Morgan Stanley & Co. International Plc, London, Zurich Branch Zurich | 1 | 1 | 1 | 0 | 6 | 2018 to 2024 | Morgan Stanley (6) |
Morgan Stanley Bank Ag Frankfurt Am Main | 1 | 1 | 1 | 0 | 12 | 2014 to 2024 | Morgan Stanley (12) |
Morgan Stanley Bank Asia Limited (Hong Kong Branch) Kowloon | 1 | 0 | 1 | 0 | 1 | 2023 to 2023 | Blackstone (1) |
Morgan Stanley Distribution Inc. New York, NY · CRD 30344 | 1 | 1 | 1 | 0 | 4 | 2023 to 2024 | Morgan Stanley (4) |
Morgan Stanley DW Inc. Purchase, NY | 1 | 1 | 0 | 0 | 2 | 1997 to 2007 | Morgan Stanley (2) |
Morgan Stanley International Plc London | 1 | 1 | 1 | 0 | 12 | 2014 to 2024 | Morgan Stanley (12) |
Morgan Stanley Investment Management (japan) Co., Ltd. Tokyo | 1 | 1 | 1 | 0 | 6 | 2018 to 2024 | Morgan Stanley (6) |
Morgan Stanley Investment Management Inc. New York, NY · CRD 110353 | 1 | 1 | 1 | 0 | 6 | 2023 to 2024 | Icapital (6) |
Morgan Stanley Investment Management Limited London | 1 | 0 | 1 | 0 | 1 | 2023 to 2023 | Morgan Stanley (1) |
Morgan Stanley Saudi Arabia London | 1 | 1 | 1 | 0 | 4 | 2013 to 2024 | Blackrock (4) |
Morgan Stanley Smith Barney LLC (mssb) New York, NY | 1 | 1 | 1 | 0 | 2 | 2023 to 2023 | Hamilton Lane (2) |
Morgan Stanley Smith Barney Private Management LLC New York, NY · CRD 111397 | 1 | 0 | 0 | 0 | 1 | 2022 to 2022 | Icapital (1) |
Morgan Stanley Strategies LLC and Morgan Stanley Smith Barney LLC Wilmington, DE | 1 | 0 | 0 | 0 | 1 | 2017 to 2017 | Abraaj (1) |
Morgan Stanley Wealth Management Purchase, NY | 1 | 0 | 0 | 0 | 1 | 2019 to 2019 | Valor Equity Partners (1) |
Morgan Stanley Wealth Management Alternative Investments New York, NY | 1 | 1 | 0 | 0 | 2 | 2014 to 2018 | Brightwood Capital Advisors, LLC (2) |
Morpheus Securities LLC New York, NY · CRD 45561 | 1 | 0 | 0 | 1 | 1 | 2014 to 2014 | Citizen.vc Management Group, LLC (1) |
Morse Capital Partners, LLC Richmond, VA · CRD 146383 | 1 | 0 | 0 | 0 | 1 | 2015 to 2016 | Apogem Capital (1) |
Mort-Fort Funds Ag Verbier | 1 | 0 | 0 | 0 | 1 | 2018 to 2020 | Kroll (luxembourg) Management Company, S.A.R.L (1) |
Morton Wealth Management LLC Greensboro, NC · CRD 111471 | 1 | 1 | 0 | 1 | 3 | 2013 to 2014 | Coachman Energy Partners LLC (3) |
Moshe Lifshitz Holdings Ltd Ramat Ha Sharon | 1 | 1 | 0 | 0 | 21 | 2012 to 2021 | Pantheon (21) |
Mount Yale Securities, LLC Denver, CO · CRD 126870 | 1 | 1 | 0 | 0 | 3 | 2012 to 2013 | ONE (3) |