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 |
|---|---|---|---|---|---|---|---|
Tribeca Corporate Services, LLC Dubai | 1 | 0 | 0 | 0 | 1 | 2020 to 2020 | Acore Capital, LP (1) |
Trichitomy Consulting Pty Ltd. Southbank | 1 | 1 | 1 | 1 | 3 | 2021 to 2025 | Castlelake, L.P. (3) |
Trichotomy Consulting Pty Ltd ACN 617 458 296 Victoria | 1 | 1 | 0 | 0 | 2 | 2020 to 2021 | Stonepeak (2) |
Trinity Investment Partners Ltd London | 1 | 0 | 0 | 0 | 1 | 2020 to 2020 | Providence Equity Partners L.L.C. (1) |
Triple 5 Wealth Management, LLC Aventura, FL | 1 | 1 | 0 | 0 | 2 | 2018 to 2019 | Harbor Group International (2) |
Triton Pacific Securities, LLC Los Angeles, CA · CRD 139919 | 1 | 1 | 0 | 0 | 2 | 2011 to 2019 | Triton Pacific Adviser, LLC (2) |
TritonLake Limited Boca Raton, FL | 1 | 1 | 1 | 0 | 6 | 2023 to 2023 | Crestview Partners (6) |
Trium Capital International Edificio Vallarino | 1 | 1 | 0 | 0 | 3 | 2014 to 2016 | Portfolio (3) |
Trium Investment Management LLP London | 1 | 0 | 0 | 0 | 1 | 2014 to 2014 | Intermediate Capital (1) |
Triumph Capital Markets, LLC Chicago, IL · CRD 327963 | 1 | 1 | 1 | 1 | 3 | 2024 to 2024 | Victory Park Capital (3) |
Troy Funds Group Austin, TX | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | Acorn Growth Companies, LLC (1) |
Troy Funds Group Boston, MA | 1 | 0 | 0 | 0 | 1 | 2017 to 2018 | Acorn Growth Companies, LLC (1) |
Troy Investment Advisors LLC Charlotte, NC | 1 | 1 | 0 | 0 | 3 | 2022 to 2022 | Ethos Capital LP (3) |
True Alignment Capital Pty Ltd Sydney | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Irradiant Partners (1) |
Truist Charlotte, NC | 1 | 1 | 1 | 0 | 2 | 2023 to 2024 | Icapital (2) |
Trust Capital Co., Ltd. Tokyo | 1 | 0 | 1 | 1 | 1 | 2026 to 2026 | Headlands Capital (1) |
Trust Wealth Management Herzeliya | 1 | 0 | 1 | 1 | 1 | 2026 to 2026 | Faropoint Ventures, LLC (1) |
TruStar Advisors, LLC Lake Elmo, MN | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Northstar Capital, LLC (1) |
Trustmont Financial Group, Inc. Greensburg, PA · CRD 18312 | 1 | 0 | 0 | 0 | 1 | 2016 to 2018 | Firstpathway Partners LLC (1) |
Truvvo Capital Services LLC New York, NY · CRD 142784 | 1 | 1 | 0 | 0 | 5 | 2014 to 2018 | Edgewater Services (5) |
Tscetter Wealth Advisors Bellevue, WA | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
TSG Capital Advisors Ronkonkoma, NY · CRD 147509 | 1 | 0 | 1 | 1 | 1 | 2025 to 2025 | TSG Alpha Partners, LLC (1) |
TSG Secondaries GP LLC Ronkonkoma, NY | 1 | 1 | 1 | 1 | 5 | 2024 to 2024 | TSG Alpha Partners, LLC (5) |
Tudor, Pickering, Holt & Co. Securities, Inc. London · CRD 129772 | 1 | 0 | 1 | 0 | 1 | 2014 to 2023 | Riverstone Investment Group LLC (1) |
TWC, Inc. Arlington, VA | 1 | 1 | 0 | 1 | 2 | 2011 to 2012 | First Analysis Capital Management LLC (2) |
TWO Sigma Investments, LP New York, NY · CRD 137137 | 1 | 0 | 0 | 0 | 1 | 2019 to 2020 | Tspi (1) |
Tyrus Capital Asset Management Europe Limited Grand Cayman | 1 | 0 | 0 | 0 | 1 | 2016 to 2018 | Tyrus Capital S.A.M. (1) |
Tyrus Capital Asset Management Europe Limtied Grand Cayman | 1 | 0 | 0 | 0 | 1 | 2017 to 2018 | Tyrus Capital S.A.M. (1) |
Tyrus Capital LLP London, England | 1 | 1 | 0 | 0 | 4 | 2014 to 2018 | Tyrus Capital S.A.M. (4) |
Tyrus Capital Management Company II Limited Grand Cayman | 1 | 0 | 0 | 0 | 1 | 2018 to 2018 | Tyrus Capital S.A.M. (1) |
Tyrus Capital Management Company Limited Grand Cayman | 1 | 1 | 0 | 0 | 4 | 2014 to 2018 | Tyrus Capital S.A.M. (4) |
U. S. Boston Capital Corporation Lincoln, MA · CRD 5251 | 1 | 1 | 1 | 1 | 43 | 2010 to 2024 | Pear Tree Partners, LP (43) |
U.S. Bank N.A. Cincinnati, OH | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | Morgan Stanley (1) |
UB Asset Management Ltd. Helsinki | 1 | 1 | 1 | 1 | 24 | 2020 to 2024 | Schroders Capital (24) |
UB Asset Management Ltd., Helsinki, Finland Helsinki | 1 | 1 | 1 | 0 | 3 | 2021 to 2023 | Schroders Capital (3) |
UBP Asset Management Asia Limited Hong Kong | 1 | 0 | 1 | 0 | 1 | 2022 to 2024 | Bostwick Capital LLC (1) |
UBP Sa Geneva | 1 | 0 | 0 | 1 | 1 | 2018 to 2021 | Brook Bay General Partner II Limited (1) |
UBS AG Jersey Branch New York, NY | 1 | 0 | 0 | 0 | 1 | 2012 to 2012 | Carlyle Group (1) |
UBS Asset Management (americas) LLC New York, NY · CRD 106838 | 1 | 1 | 1 | 0 | 57 | 2012 to 2024 | Adams Street Partners, LLC (57) |
UBS Asset Management Uk Limited London | 1 | 0 | 1 | 1 | 1 | 2022 to 2024 | Credit Suisse (1) |
UBS Bank (canada) Toronto | 1 | 1 | 1 | 1 | 2 | 2023 to 2024 | Hamilton Lane (2) |
UBS Financial Services Inc. Columbus, OH | 1 | 1 | 0 | 0 | 2 | 1997 to 2007 | Morgan Stanley (2) |
UBS Financial Services Inc. Atlanta, GA · CRD 8074 | 1 | 0 | 0 | 0 | 1 | 2014 to 2014 | Altaris, LLC (1) |
UBS Fund Services (USA) LLC Hartford, CT · CRD 41848 | 1 | 0 | 1 | 0 | 1 | 2024 to 2024 | Health Catalyst Capital Management, LLC (1) |
UBS Group Ag London | 1 | 0 | 0 | 0 | 1 | 2015 to 2015 | Platinum Equity (1) |
UBS Luxembourg Luxembourg | 1 | 0 | 0 | 0 | 1 | 2013 to 2021 | Invesco (1) |
UBS Swiss Financial Advisers Zurich · CRD 130668 | 1 | 1 | 0 | 0 | 2 | 2014 to 2016 | Neuberger Berman Aifm (2) |
UBS Switzerland Zurich | 1 | 1 | 1 | 0 | 6 | 2020 to 2024 | Insight Venture Partners (6) |
UBS Swtizerland AG Zurich | 1 | 1 | 1 | 0 | 2 | 2023 to 2023 | Hellman & Friedman LLC (2) |
Ucea Capital Partners Ltd. London | 1 | 1 | 1 | 1 | 3 | 2023 to 2024 | Novaquest Capital (3) |