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 |
|---|---|---|---|---|---|---|---|
TC Services New York, NY | 1 | 1 | 0 | 0 | 6 | 2017 to 2017 | Churchill Asset (6) |
Tcfg Investment Advisors, LLC Laguna Nigel, CA · CRD 166606 | 1 | 0 | 0 | 0 | 1 | 2021 to 2022 | Carmenta Management LLC (1) |
TCFG Wealth Management, LLC Laguna Niguel, CA · CRD 164153 | 1 | 0 | 1 | 1 | 1 | 2023 to 2023 | Kelson Asset Management LLC (1) |
TCP Corporate Advisory Limited Dubai | 1 | 0 | 0 | 0 | 1 | 2015 to 2015 | Everstream Energy Capital Advisers, LLC (1) |
TD Global Toronto | 1 | 1 | 1 | 0 | 2 | 2024 to 2024 | General Atlantic Service Company, L.P. (2) |
TD Waterhouse Canada Inc. Toronto | 1 | 1 | 1 | 1 | 2 | 2023 to 2024 | Hamilton Lane (2) |
Teachers Personal Investors Services, Inc. New York, NY · CRD 36130 | 1 | 1 | 0 | 0 | 6 | 2015 to 2017 | Churchill Asset (6) |
Team Hewins, LLC Redwood City, CA · CRD 291194 | 1 | 0 | 0 | 0 | 1 | 2019 to 2020 | Carlyle Group (1) |
Techinvest Corporation Dubai | 1 | 0 | 0 | 1 | 1 | 2019 to 2020 | Reinvent Capital LLC (1) |
Teissedre & Associés Ales | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Tikehau (1) |
Telemus Capital, LLC Southfield, MI · CRD 168794 | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Icapital (1) |
Terra Nova Capital Equities, Inc. New York, NY | 1 | 0 | 0 | 0 | 1 | 2016 to 2016 | Pravati Capital LLC (1) |
Terrade & Associés Lyon | 1 | 1 | 1 | 1 | 2 | 2024 to 2024 | Tikehau (2) |
Tessera Capital Partners, LLC Pittsford, NY · CRD 132847 | 1 | 1 | 0 | 0 | 3 | 2014 to 2020 | Montrusco Bolton Investments Inc. (3) |
Tgit Management Sa Nyon | 1 | 1 | 1 | 0 | 3 | 2013 to 2024 | LGK Advisors, LLC (3) |
The Ayco Company, L.P. Cohoes, NY · CRD 106693 | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Icapital (1) |
The Bank of New York Mellon - Wealth Management Division New York, NY | 1 | 0 | 0 | 0 | 1 | 2012 to 2013 | Lexington Partners (1) |
The Beck Group London | 1 | 0 | 0 | 0 | 1 | 2020 to 2022 | Altus Capital Partners, Inc. (1) |
The Capital Partnership (uk) Ltd London | 1 | 0 | 0 | 1 | 1 | 2014 to 2018 | Glynn Capital Management, LLC (1) |
The Colony Group Los Angeles, CA | 1 | 0 | 1 | 0 | 1 | 2022 to 2024 | Stepstone Group Real (1) |
The Distinction Group, LLC New York, NY | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Acme Credit Partners (1) |
The Dream Holding Ltd. Eden Island | 1 | 1 | 1 | 1 | 2 | 2024 to 2024 | Lumos Capital Group LLC (2) |
The Dumbarton Group New York, NY | 1 | 0 | 1 | 1 | 1 | 2023 to 2024 | Hanover Investors (1) |
The Eideard Group, LLC Bedford, NH · CRD 139834 | 1 | 0 | 0 | 0 | 1 | 2019 to 2020 | Carlyle Group (1) |
The Eights Group Pty Ltd Sydney | 1 | 0 | 1 | 0 | 1 | 2021 to 2024 | Ally Bridge Group (1) |
The Forum Finance Group Sa Geneva | 1 | 1 | 1 | 0 | 2 | 2014 to 2024 | Truebridge Capital Partners (2) |
The Haverford Trust Company Radnor, PA | 1 | 0 | 1 | 1 | 1 | 2017 to 2023 | Haverford Financial Services, Inc. (1) |
The Huntington Investment Company Columbus, OH · CRD 16986 | 1 | 0 | 0 | 0 | 1 | 1997 to 2021 | Morgan Stanley (1) |
The Inroads Group Ltd. Houston, TX | 1 | 0 | 0 | 0 | 1 | 2008 to 2008 | Camden (1) |
The Links Group LLC Plandome, NY · CRD 114005 | 1 | 0 | 0 | 0 | 1 | 2008 to 2008 | White Oak Global Advisors, LLC (1) |
The Mather Group, LLC Chicago, IL · CRD 156005 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
The New Amsterdam Group Bv Amsterdam | 1 | 1 | 1 | 0 | 2 | 2022 to 2023 | Halliser LLC (2) |
The New Asmterdam Group B.V Amsterdam | 1 | 0 | 1 | 1 | 1 | 2023 to 2023 | Hanover Investors (1) |
The Northern Trust Company New York, NY | 1 | 0 | 1 | 0 | 1 | 2022 to 2024 | KKR Credit (1) |
The Oak Ridge Financial Services Group, Inc Golden Valley, MN · CRD 42941 | 1 | 0 | 0 | 0 | 1 | 2020 to 2021 | Northstar Capital, LLC (1) |
The Peak Inc., Ltd. Sheung Wan | 1 | 1 | 0 | 0 | 2 | 2014 to 2016 | Sagard (2) |
The Private Investment Group LLC Dubai | 1 | 1 | 1 | 0 | 2 | 2021 to 2024 | Highpost Capital, LLC (2) |
The Saudi National Commercial Bank Manama | 1 | 0 | 0 | 0 | 1 | 2015 to 2021 | Invesco (1) |
The Silverfern Group Europe Gmbh Frankfurt | 1 | 0 | 1 | 0 | 1 | 2020 to 2024 | Silverfern Capital Management, LLC (1) |
The Silverfern Group Gmbh Frankfurt | 1 | 1 | 0 | 1 | 2 | 2020 to 2022 | Silverfern Capital Management, LLC (2) |
The Silverfern Group, Inc. New York, NY · CRD 119266 | 1 | 1 | 0 | 0 | 2 | 2012 to 2021 | Towerbrook Capital Partners (2) |
The Strategic Financial Alliance Atlanta, GA · CRD 126514 | 1 | 0 | 0 | 0 | 1 | 2016 to 2018 | Macquarie Infrastructure Partners (1) |
The Tilson Group LLC Atlanta, GA | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | Navigation Capital Partners, Inc. (1) |
The Williams Capital Group, L.P. New York, NY · CRD 35149 | 1 | 0 | 0 | 0 | 1 | 2013 to 2013 | Invesco (1) |
Third Lake Capital Tampa, FL | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
This Capital, LLP Lo | 1 | 1 | 0 | 0 | 3 | 2016 to 2017 | Panorama Point Partners (3) |
Thoma Bravo Capital Markets, LLC Chicago, IL · CRD 311317 | 1 | 1 | 1 | 1 | 60 | 2021 to 2025 | Thoma (60) |
Thomas Chow Hong Kong | 1 | 1 | 0 | 0 | 4 | 2021 to 2022 | Soul Ventures Advisors, LLC (4) |
Thomas Herman Tampa, FL | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | MB Equity, LLC (1) |
Thomas Investment Partners Paris | 1 | 1 | 0 | 0 | 4 | 2012 to 2020 | Healthpointcapital (4) |