Apax Partners US, LLC
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.
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- Partner/Investment Committee MemberWhy: Partner: part of the investment decisionNo route on file yet
- Investment Committee MemberWhy: Named with investment responsibilityNo route on file yet
- Investment Committee MemberWhy: Named with investment responsibilityNo 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.
- Sponsor
- Capital provider
- Fund or vehicle
- Person
›How strength and recency are read
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
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.Stated thesis versus observed behaviour
- 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
Team
27 current, 14 departed
Decision makers
- Roy Mackenzie · Partner/Investment Committee MemberWhy this person: Partner: part of the investment decision; Named with investment responsibility
- Andrew Paul Sillitoe · Investment Committee MemberWhy 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
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Investment Committee Member
- Partner/Investment Committee Member
- Investment Committee Member
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
Contacts
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
What these amounts meanGAV 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.| 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 | $41.2M Jun 29, 2026 | 60 | unknown | unknown |
| Apax Vantage Software I L.P. | Fund · ADV: Private Equity Fund | unknown | Unknown | $11.8M Jun 29, 2026 | 18 | unknown | unknown |
| Apax Helix US Fund, L.P. | Fund · ADV: Private Equity Fund | unknown | Unknown | $0 Jun 29, 2026 | 0 | unknown | unknown |
Limited partners
- 3 commitments to 3 funds · $30.0M disclosed
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.| Allocator | Type | Fund | Amount | Date | Source |
|---|---|---|---|---|---|
| Colorado Public Employees' Retirement Association | STATE RETIREMENT SYSTEM | APA Excelsior IV, L.P. | $10.0M committed | reported as of Dec 31, 2025 | Fact Pension disclosure |
| Colorado Public Employees' Retirement Association | STATE RETIREMENT SYSTEM | APA Excelsior V, L.P. | $10.0M committed | reported as of Dec 31, 2025 | Fact Pension disclosure |
| Colorado Public Employees' Retirement Association | STATE RETIREMENT SYSTEM | Apax US VII, L.P. | $10.0M committed | reported as of Dec 31, 2025 | Fact Pension disclosure |
Relationships across DFX
2 co-investors · on 4 other DFX graphs
Co-investors
- 2026-09-161 shared deal · one time
- 2010-05-251 shared deal · one time
Across DFX and the capital chainon 4 other DFX graphs · 1 capital path ShowHide
- Sponsor-market profile (matched by same CRD)
- The same institution is held on Allocators, Private Equity, RIA and Wealth, Independent Sponsors, matched by identifier. See which records
Apax Partners US, LLC is the same institution as 4 records in Allocators, Private Equity, RIA and Wealth and Independent Sponsors.
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…
Apax Partners US, LLC sits on 1 traced path of capital across the graphs.
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
- Jun 29, 2026Apax Vantage Software I L.P. first reported on Form ADV by Apax Partners US, LLC (Private Equity Fund), GAV $11,769,761
- Jun 29, 2026Apax Helix US Fund, L.P. first reported on Form ADV by Apax Partners US, LLC (Private Equity Fund)
- 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, L.P. no longer reported on Form ADV by Apax Partners L.P.
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Jun 29, 2026 · 3 private fundsShowHide
- 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
Classification history
Every classification this record has carried1 on recordShowHide
- Sep 12, 2026Candidate (candidate, 50%)No sworn venture fact yet (name or round mention only)
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | Registered investment adviser | Jun 29, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Nov 26, 2024 | Fact | Form ADV |
| First Form ADV filing | 2012-02-14 | Jun 29, 2026 | Fact | Form ADV |
| First Form ADV filing | 2012-02-14 | Nov 26, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-06-29 | Jun 29, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-11-26 | Nov 26, 2024 | Fact | Form ADV |
| Venture share of reported funds | 1 | Jun 29, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Nov 26, 2024 | Fact | Form ADV |
| Business phone | Nov 26, 2024 | Fact | Form ADV | |
| Contact page url | Oct 1, 2026 | Fact | ||
| Contact page url | Sep 30, 2026 | Fact | ||
| Contact page url | Sep 29, 2026 | Fact | ||
| Contact page url | Sep 28, 2026 | Fact | ||
| Contact page url | Sep 27, 2026 | Fact | ||
| Contact page url | Sep 26, 2026 | Fact | ||
| Contact page url | Sep 25, 2026 | Fact | ||
| Contact page url | Sep 24, 2026 | Fact | ||
| Contact page url | Sep 16, 2026 | Fact | ||
| Employees | 125 | Nov 26, 2024 | Fact | Form ADV |
| Headquarters | New York, NY | Nov 26, 2024 | Fact | Form ADV |
| Office address | Nov 26, 2024 | Fact | Form ADV | |
| Private funds reported | 3 | Jun 29, 2026 | Fact | Form ADV |
| Private funds reported | 1 | Nov 26, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $52.9M | Jun 29, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $89.6M | Nov 26, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $89.6M | Nov 26, 2024 | Fact | Form ADV |
| Stated geography | new york “geography words on the home page” | Oct 1, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 30, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 29, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 28, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 27, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 26, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 25, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 24, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 16, 2026 | Fact | |
| Venture funds reported | 0 | Jun 29, 2026 | Fact | Form ADV |
| Venture funds reported | 0 | Nov 26, 2024 | Fact | Form ADV |
| Website | Nov 26, 2024 | Fact | Form ADV | |
| Site title | Oct 1, 2026 | Fact | ||
| Site title | Sep 30, 2026 | Fact | ||
| Site title | Sep 29, 2026 | Fact | ||
| Site title | Sep 28, 2026 | Fact | ||
| Site title | Sep 27, 2026 | Fact | ||
| Site title | Sep 26, 2026 | Fact | ||
| Site title | Sep 25, 2026 | Fact | ||
| Site title | Sep 24, 2026 | Fact | ||
| Site title | Sep 16, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersCandidate, candidate · 3 filing advisers share this firmShowHide
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.
- 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
- Grouped with firm2026-09-14
- Grouped with firm2026-09-12
- Adviser's first ADV filing2012-02-14source 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.