|
⚲
|
| AEA Investors SBF LP
✚
| |
|---|---|
| CRD # | 132753 |
| SEC # | 801-63692 |
| CIK # | |
| AUM | $3.5 BB (2024-03-29) |
| Employees | 159 (72% Investors, 0% Brokers) |
| Phone | 212-644-5900 |
| Address | c/o Aea Investors LP New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | AEA Investors SBF V-A LP | [2024-03-29] | 0.0 | 59.2 |
| PE | AEA Investors SBF V LP | [2024-03-29] | 0.0 | 1,259.2 |
| PE | AEA SBP CF LP | [2024-03-29] | 0.0 | 544.2 |
| PE | AEA Investors SBF IV LP | [2020-03-28] | 0.0 | 1,231.3 |
| PE | AEA Investors Small Business Fund III LP | [2016-03-30] | 0.0 | 438.8 |
| PE | AEA Investors Small Business Fund II LP | [2012-03-30] | 12.2 | |
| PE | AEA Investors Small Business Fund LP | 2012-03-30 | 0.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 3.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 3.5 |
| By Discretionary | ||
| Discretionary | 5 | 3.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 0.6 | |
| Total | 5 | 3.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Barbara Burns | 154 | |||
| Steven Decillis II | 120 | |||
| Brian Hoesterey | 35 | |||
| John Garcia | 28 | |||
| Stephen Elia | 14 | |||
| Baron Carlson | 54 | |||
| Alan Wilkinson | 50 | |||
| Timothy Whelan | 35 | |||
| John Cozzi | 29 | |||
| Daniel Schorr | 15 | |||
| View All | ||||
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
AEA QP Advisers LLC
✚
|
NY | 15.6 |
|
AEA Investors SBF LP
✚
|
NY | 3.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MSR Capital Partners LLC
✚
|
NY | 3.6 |
|
10th Lane Partners LP
✚
|
NY | 3.6 |
|
Gamut Capital Management LP
✚
|
NY | 3.6 |
|
The Catalyst Capital Group Inc
✚
|
3.6 | |
|
137 Ventures Management LLC
✚
|
CA | 3.6 |
|
Bertram Capital Management LLC
✚
|
CA | 3.5 |
|
Graham Partners Inc
✚
|
PA | 3.5 |
|
Sumeru Equity Partners LP
✚
|
CA | 3.5 |
|
LBC Credit Management LP
✚
|
PA | 3.5 |
|
Level Equity Management LLC
✚
|
NY | 3.5 |