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| AEA Investors SBF LP
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|---|---|
| CRD # | 132753 |
| SEC # | 801-63692 |
| CIK # | |
| AUM | 3,481.2 M (2026-06-04) |
| Employees | 157 (71% Investors, 0% Brokers) |
| Phone | 212-644-5900 |
| Address | c/o Aea Investors LP New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | AEA Investors SBF V-A LP | [2024-03-29] | 60.0 M | 63.3 M |
| Filed 2025-06-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | AEA Investors SBF V LP | [2024-03-29] | 1,326.9 M | |
| Filed 2022-10-17 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | AEA SBP CF LP | [2024-03-29] | 609.5 M | |
| Filed 2023-03-22 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | AEA Investors SBF IV LP | [2020-03-28] | 1,239.2 M | |
| Filed 2019-01-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | AEA Investors Small Business Fund III LP | [2016-03-30] | 242.3 M | |
| Offered $355,000,000 · Filed 2015-07-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $355,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | AEA Investors Small Business Fund II LP | [2012-03-30] | 11.1 M | |
| PE | AEA Investors Small Business Fund LP | 2012-03-30 | ||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 3.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 3.5 |
| By Discretionary | ||
| Discretionary | 4 | 3.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 0.7 | |
| Total | 4 | 3.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Barbara Burns | Executive Officer | 164 | 5 | |
| Steven Decillis II | Executive Officer | 128 | 5 | |
| John Garcia | Executive Officer | 37 | 5 | |
| Brian Hoesterey | Executive Officer | 41 | 4 | |
| Stephen Elia | Executive Officer | 14 | 3 | |
| Baron Carlson | Executive Officer | 54 | 2 | |
| Alan Wilkinson | Executive Officer | 50 | 2 | |
| Timothy Whelan | Executive Officer | 38 | 2 | |
| John Cozzi | Executive Officer | 31 | 2 | |
| Daniel Schorr | Executive Officer | 15 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Related Firms | State | AUM |
|---|---|---|
|
AEA QP Advisers LLC
✚
|
NY | 15.46 B |
|
AEA Investors SBF LP
✚
|
NY | 3,481.2 M |
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|---|---|---|
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|
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|
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|
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|
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|
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|
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|
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✚
|
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|
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✚
|
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|
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✚
|
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