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 |
|---|---|---|---|---|---|---|---|
PCF Capital Markets LLC Boston, MA · CRD 290765 | 1 | 1 | 1 | 0 | 3 | 2021 to 2023 | Shepherd Kaplan Krochuk (3) |
PCI MENA Limited Road Town, Tortola | 1 | 0 | 1 | 1 | 1 | 2026 to 2026 | 10t (1) |
PCS Securities, Inc. New York, NY · CRD 47588 | 1 | 1 | 0 | 0 | 3 | 2012 to 2014 | Horizon Kinetics Asset Management LLC (3) |
Peak Advisors Surfers Paradise | 1 | 0 | 1 | 0 | 1 | 2022 to 2023 | Parafi Capital LP (1) |
Peak Advisors Pty Ltd. Surfer'S Paradise, Queensland | 1 | 1 | 1 | 1 | 4 | 2021 to 2026 | 10t (4) |
Peak Portal B.V. Breukelen | 1 | 0 | 1 | 0 | 1 | 2022 to 2024 | Aqua-Spark Management (1) |
Pegasus Partners Mequon, WI · CRD 175206 | 1 | 1 | 1 | 0 | 2 | 2023 to 2024 | Icapital (2) |
Pendulum Securities, LLC Beverly Hills, CA · CRD 312642 | 1 | 1 | 1 | 1 | 4 | 2023 to 2024 | Marcypen Capital Partners LLC (4) |
Peninsula Capital Pty Ltd. Victoria | 1 | 1 | 1 | 0 | 12 | 2021 to 2023 | Makena Capital Management, LLC (12) |
Pennsylvania Trust Company Radnor, PA | 1 | 1 | 0 | 0 | 3 | 2017 to 2020 | Carlyle Group (3) |
Penserra Capital Management LLC Orinda, CA · CRD 159042 | 1 | 0 | 0 | 1 | 1 | 2019 to 2022 | Alta Growth Capital (1) |
Penserra Securities, LLC Orinda, CA · CRD 145994 | 1 | 1 | 0 | 0 | 3 | 2014 to 2014 | Reverence Capital Partners (3) |
Pentagono Rio De Janeiro | 1 | 1 | 0 | 0 | 2 | 2017 to 2018 | Patria (2) |
PEP Advisory LLC Houston, TX · CRD 166636 | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Five Point Energy LLC (1) |
Perigon Wealth Management, LLC San Francisco, CA · CRD 131037 | 1 | 1 | 1 | 0 | 2 | 2023 to 2024 | Icapital (2) |
Permal Investment Management Services Limited London · CRD 138297 | 1 | 0 | 0 | 0 | 1 | 2014 to 2015 | Entrust Global (1) |
Permira Advisers LLP London | 1 | 1 | 0 | 0 | 7 | 2022 to 2022 | Kroll (luxembourg) Management Company, S.A.R.L (7) |
Permira Credit Limited London | 1 | 1 | 0 | 0 | 3 | 2022 to 2022 | Kroll (luxembourg) Management Company, S.A.R.L (3) |
Perpetual US Services LLC Chicago, IL | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Trillium Asset (1) |
Perry Investment Management, LLC Round Rock, TX · CRD 150908 | 1 | 1 | 0 | 0 | 2 | 2022 to 2022 | Argonne Capital Group, LLC (2) |
Perseides Capital Paris | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Tikehau (1) |
Pershing Advisor Solutions LLC Jersey City, NJ | 1 | 1 | 1 | 0 | 2 | 2020 to 2024 | Invesco (2) |
Personal Capital Advisors Corporation Greenwood Village, CO · CRD 155172 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
Perth Advisors LLC Portsmouth, NH · CRD 2978456 | 1 | 0 | 1 | 1 | 1 | 2026 to 2026 | Summit House Capital Management, LLC (1) |
Perth Advisors LLC New York, NY · CRD 152080 | 1 | 1 | 0 | 1 | 3 | 2012 to 2013 | Tourmalet Advisors, L.P. (3) |
Peter Caroe Copenhagen | 1 | 0 | 0 | 0 | 1 | 2016 to 2017 | Apogem Capital (1) |
Peter L. Berg Cohasset, MA | 1 | 1 | 0 | 0 | 2 | 2014 to 2014 | Constitution Capital Equity Partners LP (2) |
Peter Mcdonnell Chicago, IL | 1 | 1 | 1 | 0 | 2 | 2023 to 2024 | Growth Beverage Group, LP (2) |
Peterson Capital Vancouver | 1 | 0 | 0 | 0 | 1 | 2017 to 2018 | Grafton Asset Management Inc. (1) |
PFP Conseils Paris | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Tikehau (1) |
PGP Capital Advisors, LLC Los Angeles, CA · CRD 128797 | 1 | 1 | 1 | 0 | 2 | 2025 to 2025 | Gryphon Advisors, LLC (2) |
Phase One Financial Services, LLC New York, NY · CRD 290317 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Felicitas Global Partners, LLC (1) |
Phatra Securities Public Company Limited Bangkok | 1 | 1 | 1 | 0 | 2 | 2020 to 2024 | KKR Credit (2) |
Phenix Capital B.V. Amsterdam | 1 | 0 | 0 | 0 | 1 | 2017 to 2018 | 57 Stars LLC (1) |
Philexia Gmbh Mörfelden-Walldorf | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Proterra Investment Partners LP (1) |
Philippe Roesch Frankfurt | 1 | 0 | 0 | 0 | 1 | 2013 to 2013 | Headway Capital Partners LLP (1) |
Phillips, Hager & North Investment Counsel Inc. Toronto | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Harbourvest Partners (1) |
Phoenix Capital Givatayim | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | Community US Fund Management, Inc. (1) |
Phoenix Capital Advisory Pty Ltd. Sydney | 1 | 0 | 0 | 0 | 1 | 2010 to 2022 | Fiera (1) |
Phoenix Strategic Capital LLC New York, NY | 1 | 0 | 0 | 1 | 1 | 2021 to 2021 | Lotus Domaine Management LLC (1) |
Phoenix Value Advanced Investment Ltd. Holon | 1 | 1 | 1 | 1 | 20 | 2022 to 2024 | Carlyle Group (20) |
Phoenix Value Advanced Investments Ltd. Holon | 1 | 1 | 1 | 1 | 6 | 2023 to 2024 | Carlyle Group (6) |
Phoenix Value Feeder Funds Advanced Investments Ltd. Holon | 1 | 0 | 0 | 0 | 1 | 2022 to 2022 | Carlyle Group (1) |
Physis Partners LLC George Town | 1 | 0 | 1 | 0 | 1 | 2012 to 2024 | Investimentos Ltda (1) |
PI Management International Gmbh Zurich | 1 | 0 | 0 | 0 | 1 | 2013 to 2015 | Alpha Associates Ltd. (1) |
PIA Pontis Institutional Advisors Gmbh Munchen | 1 | 1 | 1 | 0 | 11 | 2020 to 2024 | Squared Capital (US) (11) |
Picton Advisors Santiago | 1 | 0 | 0 | 0 | 1 | 2011 to 2011 | 57 Stars LLC (1) |
Picton International Corp Santiago | 1 | 1 | 1 | 0 | 19 | 2013 to 2023 | Hamilton Lane (19) |
Picton International Group Santiago | 1 | 0 | 0 | 0 | 1 | 2013 to 2013 | 57 Stars LLC (1) |
Picton Sa New York, NY | 1 | 1 | 0 | 0 | 6 | 2013 to 2019 | Apollo (6) |