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| Happy Holidays!! thanks for using AUM13F!! |
| AEA Investors SBF LP
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| CRD # | 132753 |
| SEC # | 801-63692 |
| CIK # | |
| AUM | $3.4 B (2025-03-31) |
| Employees | 167 (72% Investors, 0% Brokers) |
| Phone | 212-644-5900 |
| Address | c/o Aea Investors LP New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | AEA Investors SBF V-A LP | [2024-03-29] | 60.0 | 61.8 |
| PE | AEA Investors SBF V LP | [2024-03-29] | 0.0 | 1,306.1 |
| PE | AEA SBP CF LP | [2024-03-29] | 0.0 | 544.7 |
| PE | AEA Investors SBF IV LP | [2020-03-28] | 0.0 | 1,105.6 |
| PE | AEA Investors Small Business Fund III LP | [2016-03-30] | 0.0 | 345.9 |
| PE | AEA Investors Small Business Fund II LP | [2012-03-30] | 11.1 | |
| PE | AEA Investors Small Business Fund LP | 2012-03-30 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 3.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 3.4 |
| By Discretionary | ||
| Discretionary | 5 | 3.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 0.6 | |
| Total | 5 | 3.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Barbara Burns | 158 | ||
| Steven Decillis II | 124 | ||
| Brian Hoesterey | 37 | ||
| John Garcia | 32 | ||
| Stephen Elia | 14 | ||
| Baron Carlson | 54 | ||
| Alan Wilkinson | 50 | ||
| Timothy Whelan | 37 | ||
| John Cozzi | 30 | ||
| Daniel Schorr | 15 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
AEA QP Advisers LLC
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|
NY | 14.9 |
|
AEA Investors SBF LP
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|
NY | 3.4 |
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|---|---|---|
|
Gauge Capital LLC
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TX | 3.4 |
|
TW-IM LLC
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TX | 3.4 |
|
Argonaut Private Capital LP
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OK | 3.4 |
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VMG Partners II LLC
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CA | 3.4 |
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Sumeru Equity Partners LP
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CA | 3.4 |
|
Greenbacker Capital Management LLC
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ME | 3.4 |
|
Stellus Capital Management LLC
✚
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TX | 3.4 |
|
CFT Capital Management LLC
✚
|
CA | 3.4 |
|
Palladium Equity Partners Advisor LLC
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|
NY | 3.4 |
|
Hull Street Energy LLC
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|
MD | 3.3 |