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| Bregal Investments Inc
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| |
|---|---|
| CRD # | 285006 |
| SEC # | 801-108649 |
| CIK # | 0001814533 |
| AUM | $25.8 BB (2024-03-29) |
| Employees | 96 (58% Investors, 0% Brokers) |
| Phone | 212-704-3000 |
| Address | 200 Park Avenue New York, NY 10166 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Bregal Sagemount Credit Solutions LP | [2024-03-29] | 0.0 | 403.0 |
| PE | Bregal Sagemount Credit Solutions-O LP | 2024-03-29 | 350.3 | |
| PE | Bregal Private Equity Partners VII SLP | 2023-03-31 | 1,096.7 | |
| PE | Bregal Sagemount IV-A LP | [2023-03-31] | 0.0 | 623.8 |
| PE | Bregal Sagemount IV-B LP | [2023-03-31] | 0.0 | 1,209.0 |
| PE | Bregal Sagemount IV LP | [2023-03-31] | 0.0 | 1,171.2 |
| PE | CIG VII LP | 2023-03-31 | 5,025.6 | |
| PE | Bregal Sagemount II Co-Invest A LP | 2022-03-30 | 11.8 | |
| PE | Bregal Sagemount II Co-Invest B LP | 2022-03-30 | 75.5 | |
| PE | Bregal Sagemount SPAC Investor LP | 2021-03-31 | 0.0 | |
| View All | ||||
| 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 | 48 | 25.8 |
| (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 | 48 | 25.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 48 | 25.8 |
| Total | 48 | 25.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 25.0 | |
| United States Persons | 0.9 | |
| Total | 48 | 25.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Kevin Richardson | 26 | |||
| Amy Wong | 17 | |||
| Michelle Riley | 20 | |||
| Ronald Fishman | 19 | |||
| Paul Bradshaw | 12 | |||
| Colin Dow | 10 | |||
| John Drury | 6 | |||
| John Hamill | 5 | |||
| Edwin Niers | 5 | |||
| Bregal Investments Inc | 4 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001814533] | |
| 3 | [0001814533] | |
| 4 | [0001814533] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Bregal North America General Partner Jersey Ltd | |
| Bregal Sagemount I, L.P. | |
| Bregal Investments, Inc. | |
| Open Lending Corp |
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