DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Apax Partners US, LLC
Apax Partners US, LLC
CandidateNew York, NYapax.us.comSEC registered investment adviserpart of Kingsbridge Wealth Management: A Multi-Family Office
One of 3 advisers that share apax.us.com; the firm is Kingsbridge Wealth Management: A Multi-Family Office. Kingsbridge Wealth Management, Inc., Apax Partners LLP. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.
no sworn venture fact yet (name or round mention only)
Importance
27
moderate
Active deployment
0
low
Emerging
0
low
Completeness
50
elevated
Freshness
100
high
Research priority
7
low
Identity and regulatory footprint
- Headquarters
- New York, NYadviserinfo.sec.gov
- Office address
- 601 LEXINGTON AVENUE, 53RD FLOOR, New York, NY, 10022adviserinfo.sec.gov
- Business phone
- 212-753-6300adviserinfo.sec.gov
- Website
- HTTP://WWW.APAX.US.COM
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Nov 26, 2024
- Private funds reported
- 1 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $89.6Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $89.6Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 125
- Owners on Schedule A
- Apax Partners Inc. (Shareholder), E; Apax Partners US Holdings Ltd. (Shareholder), E; Apax Partners Inc. (Member), E
- business phone
- 212-753-6300adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- new york
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
1 reported, 12 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Apax US VII, L.P. | Fund · ADV: Private Equity Fund | unknown | Unknown | $89.6M Nov 26, 2024 | 58 | unknown | unknown |
| SKM Equity Fund III, L.P. | Fund · ADV: Private Equity Fund | unknown | Wound down | $157M Jun 30, 2017 | 46 | unknown | unknown |
| APA Excelsior V, L.P. | Fund | unknown | Wound down | $8.5M Nov 4, 2016 | 45 | unknown | unknown |
| SKM Equity Fund II, L.P. | Fund · ADV: Private Equity Fund | unknown | Wound down | $7.0M Jun 30, 2014 | 15 | unknown | unknown |
| APA Excelsior IV, L.P. | Fund | unknown | Wound down | $4.4M Jun 30, 2014 | 26 | unknown | unknown |
| The P/a Fund, L.P. | Fund | unknown | Wound down | $1.3M Nov 20, 2012 | 4 | unknown | unknown |
| APA Excelsior Iv/offshore, L.P. | Feeder or parallel | unknown | Wound down | $726,892 Jun 30, 2014 | 8 | unknown | unknown |
| Patricof Private Investment Club II, L.P. | Fund | unknown | Wound down | $166,193 Nov 4, 2016 | 37 | unknown | unknown |
| Patricof Private Investment Club, L.P. | Fund | unknown | Wound down | $70,906 Jun 30, 2014 | 31 | unknown | unknown |
| Apax Excelsior Vi-A C.V. | Feeder or parallel | unknown | Wound down | $0 Jun 29, 2018 | 2 | unknown | unknown |
| Apax Excelsior VI, L.P. | Fund | unknown | Wound down | $0 Jun 29, 2018 | 80 | unknown | unknown |
| Apax Excelsior Vi-B C.V. | Feeder or parallel | unknown | Wound down | $0 Jun 29, 2018 | 2 | unknown | unknown |
| Patricof Private Investment Club III, L.P. | Fund | unknown | Wound down | $0 Jun 29, 2018 | 103 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
8 current, 3 departed
Mitchell Loeb Truwit
Founder or executiveCeo · since Apr 1, 2021
Andrew Paul Sillitoe
PartnerInvestment Committee Member · since Jan 1, 2014
ROY Mackenzie
PartnerPartner/Investment Committee Member · since Feb 1, 2016
Salim Nathoo
PartnerInvestment Committee Member · since Jan 1, 2005
Bharat Patel
Platform and operationsGlobal Head Of Finance/Cfo · since Apr 1, 2021
Ralf Gruss
Platform and operationsCoo · since Jul 1, 2012
Sarah Mary Butcher
Platform and operationsChief Compliance Officer · since Feb 1, 2015
Simon Bernard Cresswell
Platform and operationsGeneral Counsel · since Apr 1, 2011
3 departed (kept with end dates)
- John F. Megrue · Ceo · Apr 1, 2005 to Feb 10, 2014 Inference
- Robert J. Marsden · Cfo/Cco · Nov 1, 2006 to Jun 30, 2014 Inference
- Zachary Zangl · Cco (Interim) · Jun 1, 2014 to Jun 29, 2015 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
1 relationships from shared deals, counted for the whole firm
Limited partners
4 disclosed
- Colorado Public Employees' Retirement Association in APA Excelsior V, L.P. $10.0M content.copera.org
- Colorado Public Employees' Retirement Association in APA Excelsior IV, L.P. $10.0M content.copera.org
- Colorado Public Employees' Retirement Association in Apax Excelsior VI, L.P. $10.0M content.copera.org
- Colorado Public Employees' Retirement Association in Apax US VII, L.P. $10.0M content.copera.org
Timeline
38 dated events
- Apr 1, 2021Bharat Patel joined Schedule A of Apax Partners US, LLC as Global Head Of Finance
- Apr 1, 2021Mitchell Loeb Truwit joined Schedule A of Apax Partners US, LLC as Ceo
- Jun 30, 2019Apax Excelsior Vi-B C.V. no longer reported on Form ADV by Apax Partners L.P.Fund no longer reportedFundsInferenceApax Excelsior Vi-B C.V.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 30, 2019Apax Excelsior Vi-A C.V. no longer reported on Form ADV by Apax Partners L.P.Fund no longer reportedFundsInferenceApax Excelsior Vi-A C.V.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 30, 2019Patricof Private Investment Club III, L.P. no longer reported on Form ADV by Apax Partners L.P.Fund no longer reportedFundsInferencePatricof Private Investment Club III, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 30, 2019Apax Excelsior VI, L.P. no longer reported on Form ADV by Apax Partners L.P.Fund no longer reportedFundsInferenceApax Excelsior VI, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 29, 2018SKM Equity Fund III, L.P. no longer reported on Form ADV by Apax Partners L.P.Fund no longer reportedFundsInferenceSKM Equity Fund III, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 30, 2017Patricof Private Investment Club II, L.P. no longer reported on Form ADV by Apax Partners L.P.Fund no longer reportedFundsInferencePatricof Private Investment Club II, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 30, 2017APA Excelsior V, L.P. no longer reported on Form ADV by Apax Partners L.P.Fund no longer reportedFundsInferenceAPA Excelsior V, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 1, 2016ROY Mackenzie joined Schedule A of Apax Partners US, LLC as Partner/Investment Committee Member
- Jun 29, 2015Zachary Zangl (Cco (Interim)) no longer on Schedule A of Apax Partners L.P.
- Jun 29, 2015APA Excelsior Iv/offshore, L.P. no longer reported on Form ADV by Apax Partners L.P.Fund no longer reportedFundsInferenceAPA Excelsior Iv/offshore, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 29, 2015Patricof Private Investment Club, L.P. no longer reported on Form ADV by Apax Partners L.P.Fund no longer reportedFundsInferencePatricof Private Investment Club, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 29, 2015APA Excelsior IV, L.P. no longer reported on Form ADV by Apax Partners L.P.Fund no longer reportedFundsInferenceAPA Excelsior IV, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 29, 2015SKM Equity Fund II, L.P. no longer reported on Form ADV by Apax Partners L.P.Fund no longer reportedFundsInferenceSKM Equity Fund II, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 1, 2015Sarah Mary Butcher joined Schedule A of Apax Partners L.P. as Chief Compliance Officer
- Jun 30, 2014Robert J. Marsden (Cfo/Cco) no longer on Schedule A of Apax Partners L.P.
- Jun 1, 2014Zachary Zangl joined Schedule A of Apax Partners L.P. as Cco (Interim)
- Feb 10, 2014John F. Megrue (Ceo) no longer on Schedule A of Apax Partners L.P.
- Jan 1, 2014Andrew Paul Sillitoe joined Schedule A of Apax Partners US, LLC as Investment Committee Member
- Jun 27, 2013The P/a Fund, L.P. no longer reported on Form ADV by Apax Partners L.P.Fund no longer reportedFundsInferenceThe P/a Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jul 1, 2012Ralf Gruss joined Schedule A of Apax Partners US, LLC as Coo
- Feb 14, 2012Apax Partners L.P. first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012Patricof Private Investment Club III, L.P. first reported on Form ADV by Apax Partners L.P. (Venture Capital Fund), GAV $12,019,151Fund first reported on Form ADVFundsFactPatricof Private Investment Club III, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012Apax US VII, L.P. first reported on Form ADV by Apax Partners L.P. (Private Equity Fund), GAV $939,242,655Fund first reported on Form ADVFundsFactApax US VII, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012Apax Excelsior Vi-B C.V. first reported on Form ADV by Apax Partners L.P. (Venture Capital Fund), GAV $18,087,029Fund first reported on Form ADVFundsFactApax Excelsior Vi-B C.V.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012Patricof Private Investment Club II, L.P. first reported on Form ADV by Apax Partners L.P. (Venture Capital Fund), GAV $163,919Fund first reported on Form ADVFundsFactPatricof Private Investment Club II, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012APA Excelsior Iv/offshore, L.P. first reported on Form ADV by Apax Partners L.P. (Venture Capital Fund), GAV $758,151Fund first reported on Form ADVFundsFactAPA Excelsior Iv/offshore, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012SKM Equity Fund II, L.P. first reported on Form ADV by Apax Partners L.P. (Private Equity Fund), GAV $158,440,458Fund first reported on Form ADVFundsFactSKM Equity Fund II, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012Patricof Private Investment Club, L.P. first reported on Form ADV by Apax Partners L.P. (Venture Capital Fund), GAV $56,007Fund first reported on Form ADVFundsFactPatricof Private Investment Club, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012The P/a Fund, L.P. first reported on Form ADV by Apax Partners L.P. (Venture Capital Fund), GAV $1,259,466Fund first reported on Form ADVFundsFactThe P/a Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012Apax Excelsior VI, L.P. first reported on Form ADV by Apax Partners L.P. (Venture Capital Fund), GAV $335,385,456Fund first reported on Form ADVFundsFactApax Excelsior VI, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012APA Excelsior V, L.P. first reported on Form ADV by Apax Partners L.P. (Venture Capital Fund), GAV $18,293,439Fund first reported on Form ADVFundsFactAPA Excelsior V, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012APA Excelsior IV, L.P. first reported on Form ADV by Apax Partners L.P. (Venture Capital Fund), GAV $4,437,620Fund first reported on Form ADVFundsFactAPA Excelsior IV, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012SKM Equity Fund III, L.P. first reported on Form ADV by Apax Partners L.P. (Private Equity Fund), GAV $744,314,418Fund first reported on Form ADVFundsFactSKM Equity Fund III, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 14, 2012Apax Excelsior Vi-A C.V. first reported on Form ADV by Apax Partners L.P. (Venture Capital Fund), GAV $27,224,198Fund first reported on Form ADVFundsFactApax Excelsior Vi-A C.V.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 1, 2011Simon Bernard Cresswell joined Schedule A of Apax Partners US, LLC as General Counsel
- Jan 1, 2005Salim Nathoo joined Schedule A of Apax Partners US, LLC as Investment Committee Member
Classification history
- Sep 12, 2026Candidate (candidate, 50%, cls-1)no sworn venture fact yet (name or round mention only)
Evidence
40 observations from 2 sources