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 |
|---|---|---|---|---|---|---|---|
Wealth of Nations Advisors Pty Ltd Sydney | 1 | 0 | 1 | 0 | 1 | 2019 to 2024 | 400 Capital Management LLC (1) |
Wecan (Shanghai) Private Exit and Entry Service., LTD Shanghai | 1 | 1 | 1 | 1 | 3 | 2025 to 2026 | Hc2 Capital, LLC (3) |
Wedge Alternatives LLC London · CRD 141532 | 1 | 1 | 0 | 0 | 2 | 2012 to 2014 | Great Point Partners, LLC (2) |
Weihua Chu Zhejiang | 1 | 0 | 1 | 0 | 1 | 2022 to 2024 | Civitas Capital Management, LLC (1) |
Welborn Capital LLC Hudson, NY · CRD 152234 | 1 | 1 | 0 | 0 | 3 | 2012 to 2017 | Vedanta (3) |
Wellford Capital Markets, LLC New York, NY · CRD 152902 | 1 | 0 | 0 | 1 | 1 | 2014 to 2014 | MOF III Management LLC (1) |
Wellington Management Advisers, Inc Boston, MA · CRD 152768 | 1 | 1 | 1 | 0 | 36 | 2014 to 2026 | Wellington (36) |
Wells Fargo Washington, DC | 1 | 0 | 0 | 0 | 1 | 2017 to 2017 | Carlyle Group (1) |
Wells Fargo San Francisco, CA | 1 | 0 | 0 | 0 | 1 | 2016 to 2016 | Neuberger Berman Aifm (1) |
Wells Fargo Bank San Francisco, CA | 1 | 1 | 1 | 0 | 2 | 2023 to 2024 | Icapital (2) |
Wells Fargo Bank St Louis, MO | 1 | 0 | 0 | 0 | 1 | 2020 to 2020 | Morgan Stanley (1) |
Wells Fargo Bank N.A. San Francisco, CA | 1 | 1 | 0 | 0 | 3 | 1997 to 2007 | Morgan Stanley (3) |
Wells Fargo Clearing Services, LLC St. Louis, MO · CRD 19619 | 1 | 1 | 1 | 0 | 2 | 2020 to 2024 | Harbourvest Partners (2) |
Werba Rubin Papier Wealth Management, LLC San Jose, CA · CRD 139237 | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Icapital (1) |
West Coast Equity Partners LLC San Francisco, CA | 1 | 0 | 0 | 1 | 1 | 2021 to 2022 | Jaguar Capital USA (1) |
West Valley Capital Ltd. Oxfordshire | 1 | 1 | 1 | 0 | 3 | 2018 to 2024 | Monroe Capital Management Advisors LLC (3) |
West Valley Capital Portugal Unipessoal, Lda Lisbon | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Stepstone Group Real (1) |
Westcourt Capital Corporation Toronto | 1 | 1 | 1 | 0 | 2 | 2020 to 2024 | Dawson Partners (2) |
Westdeutsche Landesbank Düsseldorf | 1 | 1 | 1 | 0 | 2 | 2017 to 2024 | DWS (2) |
Westdeutsche Landesbank Ag Dusseldorf | 1 | 1 | 0 | 0 | 2 | 2012 to 2013 | DWS (2) |
Westfield Partners Toronto | 1 | 1 | 0 | 1 | 2 | 2021 to 2022 | VSS Fund Management LLC (2) |
Westhall Partners LLP London | 1 | 1 | 0 | 0 | 2 | 2019 to 2021 | Navis Capital (2) |
Weston Capital West Palm Beach, FL | 1 | 0 | 0 | 0 | 1 | 2012 to 2014 | Palm Beach Capital Management III, LLC (1) |
Westport Securities Group, Inc. New York, NY · CRD 14977 | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | Blackstone (1) |
Westvalley Capital Lisbon | 1 | 0 | 1 | 0 | 1 | 2023 to 2024 | Stepstone Group Real (1) |
Westwood Capital, LLC New York, NY · CRD 39551 | 1 | 0 | 0 | 0 | 1 | 2013 to 2015 | Pinebridge Investments (1) |
Wetherly Capital Group, LLC Los Angeles, CA | 1 | 0 | 0 | 0 | 1 | 2007 to 2007 | Saybrook Advisors, LLC (1) |
Whitehall Capital Markets LLC New York, NY · CRD 158885 | 1 | 0 | 0 | 0 | 1 | 2016 to 2018 | Rockland Capital, LP (1) |
Whitestone Corporate Advisory New Delhi | 1 | 1 | 0 | 0 | 2 | 2019 to 2022 | Fiera (2) |
WHR Capital Miami, FL | 1 | 0 | 1 | 1 | 1 | 2024 to 2024 | Superbloom Partners (1) |
Wickenkamp Consulting GmbH Koln | 1 | 1 | 1 | 0 | 2 | 2023 to 2025 | 747 Capital, LLC (2) |
Wictor Family Office Halmstad | 1 | 1 | 1 | 1 | 4 | 2024 to 2024 | Hamilton Lane (4) |
William Blair & Company, L.L.C. Chicago, IL | 1 | 1 | 1 | 1 | 2 | 2024 to 2024 | Gryphon Advisors, LLC (2) |
William Blair International, Ltd London | 1 | 0 | 1 | 0 | 1 | 2025 to 2025 | ONE Peak (1) |
William Blair Investment Management, LLC Chicago, IL · CRD 173961 | 1 | 1 | 1 | 1 | 2 | 2024 to 2024 | Haveli Investment Management LLC (2) |
William J. Makris San Mateo, CA · CRD 2289395 | 1 | 0 | 0 | 0 | 1 | 2010 to 2010 | Lexington Partners (1) |
William Mccoy Limited Banffshire | 1 | 1 | 0 | 0 | 2 | 2014 to 2017 | Apogem Capital (2) |
William O. Bell Tallahassee, FL | 1 | 1 | 0 | 0 | 2 | 2014 to 2014 | Constitution Capital Equity Partners LP (2) |
Wilmington Trust Company Buffalo, NY | 1 | 0 | 0 | 0 | 1 | 2014 to 2014 | Blackrock (1) |
Wilmington Trust Investment Management LLC Atlanta, GA | 1 | 1 | 0 | 0 | 2 | 2013 to 2018 | Portfolio (2) |
Wilmington Trust, National Association Buffalo, NY | 1 | 0 | 0 | 0 | 1 | 2014 to 2014 | Blackrock (1) |
Wilson Choi Hong Kong | 1 | 1 | 0 | 0 | 4 | 2021 to 2022 | Soul Ventures Advisors, LLC (4) |
Winterflood Securities Limited London | 1 | 0 | 1 | 0 | 1 | 2020 to 2024 | Victory Park Capital (1) |
Wissink Consulting Group Providenciales | 1 | 1 | 0 | 1 | 2 | 2013 to 2021 | Brook Bay General Partner II Limited (2) |
WM Smith & Associates & Co. Morrison, CO | 1 | 0 | 0 | 0 | 1 | 2016 to 2018 | Onemap Mineral Services LLC (1) |
WM Smith & Co. Englewood, CO · CRD 30777 | 1 | 0 | 0 | 0 | 1 | 2021 to 2021 | Onemap Mineral Services LLC (1) |
Wmpartners Wealth Management Limited Zurich | 1 | 0 | 0 | 0 | 1 | 2019 to 2021 | Actis (1) |
Wolverton Securities Ltd. Vancouver | 1 | 0 | 0 | 1 | 1 | 2013 to 2013 | Blue Earth Capital Ag (1) |
Wonderful (hk) International Consultation Limited Shenzhen | 1 | 1 | 1 | 1 | 11 | 2023 to 2026 | Hc2 Capital, LLC (11) |
Wood & Company Financial Services A.S. Milan | 1 | 0 | 1 | 0 | 1 | 2023 to 2023 | Bain Capital (1) |