Apax Partners US, LLC

Candidatepart of Kingsbridge Wealth Management: A Multi-Family OfficeSEC-registered adviser· New York, New YorkAPAX.US.COM

Candidate, based in New York, New York, reporting $52.9M of fund assets on its funds' Form ADV filings.

Composed from this organization's classification, location and filed figures.

Reported fund assets
$52.9M
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
None
Investment team
15
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsInvestments (2)Team (27)Funds
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

5 additional team members, 14 additional investments, funds and LPs, 35 events, 1 verified contact (1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Nothing material in the last 180 days.

People to know

View all people
  • Roy Mackenzie
    Partner/Investment Committee Member
    Why: Partner: part of the investment decision
    No route on file yet
  • Andrew Paul Sillitoe
    Investment Committee Member
    Why: Named with investment responsibility
    No route on file yet
  • Salim Nathoo
    Investment Committee Member
    Why: Named with investment responsibility
    No route on file yet

Relationship network

26 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Capital provider
  • Fund or vehicle
  • Person

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Apax Partners US, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Apax Partners US, LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

2 companies on record, 0 new in 12 months
Investments on record
2 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
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 no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

27 current, 14 departed
Decision makers
who to call first, and why; then everyone else by function
  • Roy Mackenzie · Partner/Investment Committee Member
    Why this person: Partner: part of the investment decision; Named with investment responsibility
  • Andrew Paul Sillitoe · Investment Committee Member
    Why this person: Named with investment responsibility
  • Salim Nathoo · Investment Committee Member
    Why this person: Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team
27 current, 14 departed
3 departed (kept with end dates)
Contacts
1 firm phone

1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

3 vehicles, 1 LPs disclosed
Funds and vehicles
3 reported, 12 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Apax US VII, L.P.Fund · ADV: Private Equity FundunknownUnknown$41.2M
Jun 29, 2026
60unknownunknown
Apax Vantage Software I L.P.Fund · ADV: Private Equity FundunknownUnknown$11.8M
Jun 29, 2026
18unknownunknown
Apax Helix US Fund, L.P.Fund · ADV: Private Equity FundunknownUnknown$0
Jun 29, 2026
0unknownunknown
Limited partners
1 LPs, 4 disclosed commitments
Known LPs and allocators
4 relationships across the firm's funds, from public pensions and the allocator graph
AllocatorTypeFundAmountDateSource
Colorado Public Employees' Retirement AssociationSTATE RETIREMENT SYSTEMAPA Excelsior IV, L.P.$10.0M
committed
reported as of Dec 31, 2025Fact Pension disclosure
Colorado Public Employees' Retirement AssociationSTATE RETIREMENT SYSTEMAPA Excelsior V, L.P.$10.0M
committed
reported as of Dec 31, 2025Fact Pension disclosure
Colorado Public Employees' Retirement AssociationSTATE RETIREMENT SYSTEMApax US VII, L.P.$10.0M
committed
reported as of Dec 31, 2025Fact Pension disclosure

Relationships across DFX

2 co-investors · on 4 other DFX graphs
Co-investors
2 counted from shared deals, for the whole firm
Across DFX and the capital chainon 4 other DFX graphs · 1 capital path Show
Across DFX
Across the graphs

Apax Partners US, LLC is the same institution as 4 records in Independent Sponsors, Allocators, Private Equity and RIA and Wealth.

Independent Sponsors1Allocators1Private Equity1RIA and Wealth1

DFX found 4 relationships across 4 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Capital chain

Apax Partners US, LLC sits on 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Evidence and history

40 dated events, 77 observations from 3 sources
Timeline
40 dated events
  1. Jun 29, 2026
    Apax Vantage Software I L.P. first reported on Form ADV by Apax Partners US, LLC (Private Equity Fund), GAV $11,769,761
    Fund first reported on Form ADVFundsInferenceApax Vantage Software I L.P.Form ADV
  2. Jun 29, 2026
    Apax Helix US Fund, L.P. first reported on Form ADV by Apax Partners US, LLC (Private Equity Fund)
    Fund first reported on Form ADVFundsInferenceApax Helix US Fund, L.P.Form ADV
  3. Apr 1, 2021
    Bharat Patel joined Schedule A of Apax Partners US, LLC as Global Head Of Finance
    Person joinedPeopleFactBharat PatelForm ADV
  4. Apr 1, 2021
    Mitchell Loeb Truwit joined Schedule A of Apax Partners US, LLC as Ceo
    Person joinedPeopleFactMitchell Loeb TruwitForm ADV
  5. Jun 30, 2019
    Apax Excelsior VI, L.P. no longer reported on Form ADV by Apax Partners L.P.
    Fund no longer reportedFundsInferenceApax Excelsior VI, L.P.Form ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Jun 29, 2026 · 3 private fundsShow
Headquarters
New York, NYadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
APAX.US.COM
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jun 29, 2026
Private funds reported
3 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$52.9Madviserinfo.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), owns 75% or more; Apax Partners US Holdings Ltd. (Shareholder), owns 75% or more; Apax Partners Inc. (Member), owns 75% or more
Classification history
Every classification this record has carried1 on recordShow
  1. Sep 12, 2026
    Candidate (candidate, 50%)
    No sworn venture fact yet (name or round mention only)
Evidence
77 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeRegistered investment adviserJun 29, 2026FactForm ADV
SEC adviser typeRegistered investment adviserNov 26, 2024FactForm ADV
First Form ADV filing2012-02-14Jun 29, 2026FactForm ADV
First Form ADV filing2012-02-14Nov 26, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-06-29Jun 29, 2026FactForm ADV
Latest Form ADV filing2024-11-26Nov 26, 2024FactForm ADV
Venture share of reported funds1Jun 29, 2026FactForm ADV
Venture share of reported funds1Nov 26, 2024FactForm ADV
Business phoneNov 26, 2024FactForm ADV
Contact page urlOct 1, 2026Factno URL
Contact page urlSep 30, 2026Factno URL
Contact page urlSep 29, 2026Factno URL
Contact page urlSep 28, 2026Factno URL
Contact page urlSep 27, 2026Factno URL
Contact page urlSep 26, 2026Factno URL
Contact page urlSep 25, 2026Factno URL
Contact page urlSep 24, 2026Factno URL
Contact page urlSep 16, 2026Factno URL
Employees125Nov 26, 2024FactForm ADV
HeadquartersNew York, NYNov 26, 2024FactForm ADV
Office addressNov 26, 2024FactForm ADV
Private funds reported3Jun 29, 2026FactForm ADV
Private funds reported1Nov 26, 2024FactForm ADV
Private fund gross assets (reported)$52.9MJun 29, 2026FactForm ADV
Private fund gross assets (reported)$89.6MNov 26, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$89.6MNov 26, 2024FactForm ADV
Stated geographynew york
“geography words on the home page”
Oct 1, 2026Factno URL
Stated geographynew york
“geography words on the home page”
Sep 30, 2026Factno URL
Stated geographynew york
“geography words on the home page”
Sep 29, 2026Factno URL
Stated geographynew york
“geography words on the home page”
Sep 28, 2026Factno URL
Stated geographynew york
“geography words on the home page”
Sep 27, 2026Factno URL
Stated geographynew york
“geography words on the home page”
Sep 26, 2026Factno URL
Stated geographynew york
“geography words on the home page”
Sep 25, 2026Factno URL
Stated geographynew york
“geography words on the home page”
Sep 24, 2026Factno URL
Stated geographynew york
“geography words on the home page”
Sep 16, 2026Factno URL
Venture funds reported0Jun 29, 2026FactForm ADV
Venture funds reported0Nov 26, 2024FactForm ADV
WebsiteNov 26, 2024FactForm ADV
Site titleOct 1, 2026Factno URL
Site titleSep 30, 2026Factno URL
Site titleSep 29, 2026Factno URL
Site titleSep 28, 2026Factno URL
Site titleSep 27, 2026Factno URL
Site titleSep 26, 2026Factno URL
Site titleSep 25, 2026Factno URL
Site titleSep 24, 2026Factno URL
Site titleSep 16, 2026Factno URL
How this is scored
Scores, classification basis and filing advisersCandidate, candidate · 3 filing advisers share this firmShow
Importance
2
low
Active deployment
0
low
Emerging
0
low
Freshness
100
high
CandidateSEC registered investment adviser

No sworn venture fact yet (name or round mention only)

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.

The inputs behind each score
importance
gav: 0 · funds: 0 · people: 0.12 · investments: 0 · scale basis: Venture-typed funds only (Candidate): 0 funds, $0M of $53M reported · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
emerging manager
fund count: 15 · reported gav: $52.9M · first adv filing: 2012-02-14 · years since first filing: 14.6

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

2 identity changes, 1 dated event on the change ledger, latest event first
  • Grouped with firm
    2026-09-14
  • Grouped with firm
    2026-09-12
  • Adviser's first ADV filing
    2012-02-14source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: latest vintage.