Bregal Investments Inc

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Bregal Investments Inc ✚
CRD #	285006
SEC #	801-108649
CIK #	0001814533
AUM	27.55 B (2026-03-30)
Employees	101 (61% Investors, 0% Brokers)
Fees
Minimum
Phone	212-704-3000
Address	200 Park Avenue New York, NY 10166
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($M)
	Open Lending Corp	60.8

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
PE	Abpep Fund VII-A SCSP	2026-03-30		68.0 M
PE	Bregal Sagemount V-A LP	[2026-03-30]		488.5 M
	Filed 2025-12-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Bregal Sagemount V-B LP	[2026-03-30]		765.9 M
	Filed 2025-12-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Bregal Sagemount V LP	2026-03-30		500.0 M
PE	Bregal Sagemount Basecamp I-A LP	[2025-03-29]		230.0 M
	Filed 2024-01-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Bregal Sagemount Basecamp I-B LP	[2025-03-29]		213.9 M
	Filed 2024-01-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Bregal Sagemount Basecamp I LP	2025-03-29		131.7 M
PE	BSCS-O Parent LP	2025-03-29		366.0 M
PE	BSI3 Carver LP	2025-03-29
PE	Bregal Sagemount Credit Solutions LP	[2024-03-29]		572.1 M
	Filed 2023-08-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Bregal Sagemount Credit Solutions-O LP	2024-03-29		399.2 M
PE	Bregal Private Equity Partners VII SLP	2023-03-31		1,183.9 M
PE	Bregal Sagemount IV-A LP	[2023-03-31]		721.1 M
	Filed 2022-05-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Bregal Sagemount IV-B LP	[2023-03-31]		1,403.4 M
	Filed 2022-05-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Bregal Sagemount IV LP	[2023-03-31]		1,357.0 M
	Filed 2022-05-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	CIG VII LP	2023-03-31		5,553.0 M
PE	Bregal Sagemount II Co-Invest A LP	2022-03-30		0.0 M
PE	Bregal Sagemount II Co-Invest B LP	2022-03-30		0.0 M
PE	Bregal Sagemount SPAC Investor LP	2021-03-31
PE	Bregal Private Equity Partners VI SLP	2020-03-27		1,266.9 M
PE	Bregal Sagemount III-A LP	[2020-03-27]		237.3 M
	Filed 2019-11-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $2,475,000 · Revenue Decline to Disclose
PE	Bregal Sagemount III-B LP	[2020-03-27]		282.3 M
	Filed 2019-11-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $2,475,000 · Revenue Decline to Disclose
PE	Bregal Sagemount III LP	2020-03-27		627.5 M
PE	CIG VI LP	2020-03-27		4,329.9 M
PE	Bregal Europe Co-Investment LP	2019-03-28
PE	Bregal Sagemount Credit Opportunities Co-Investment Fund LP	[2019-03-28]	75.0 M	42.4 M
	Filed 2018-12-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Bregal Sagemount Credit Opportunities Fund II LP	[2019-03-28]	93.0 M	113.3 M
	Filed 2018-12-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Bregal Sagemount Credit Opportunities Fund II-O LP	2019-03-28		102.1 M
PE	Bregal Partners II LP	2018-03-26		464.7 M
PE	Bregal Private Equity Partners V SLP	2017-03-22		849.6 M
PE	CIG V LP	2017-03-22		3,319.2 M
PE	Bregal Investments III LP	2016-11-04		282.9 M
PE	Bregal Investments II LP	2016-11-04		208.5 M
PE	Bregal Investments IV LP	2016-11-04		393.0 M
PE	Bregal Investments LP	2016-11-04		21.5 M
PE	Bregal Partners LP	2016-11-04		179.1 M
PE	Bregal Private Capital II LP	2016-11-04		69.8 M
PE	Bregal Private Capital LP	2016-11-04		2.5 M
PE	Bregal Private Equity Partners III LP	2016-11-04		50.2 M
PE	Bregal Private Equity Partners IV LP	2016-11-04		470.7 M
PE	Bregal Sagemount Debt Investment Fund LP	2016-11-04
PE	Bregal Sagemount II-A LP	[2016-11-04]		15.0 M
	Filed 2017-02-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $20,000,000 · Remaining Indefinite · Duration One year or less · Commission $2,400,000 · Revenue Decline to Disclose
PE	Bregal Sagemount II-B LP	[2016-11-04]		23.4 M
	Filed 2017-02-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $20,000,000 · Remaining Indefinite · Duration One year or less · Commission $2,400,000 · Revenue Decline to Disclose
PE	Bregal Sagemount II LP	2016-11-04		163.3 M
PE	Bregal Sagemount I LP	2016-11-04		23.9 M
PE	Good Energies II LP	2016-11-04		54.8 M

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	44	27.5
(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	44	27.5
By Discretionary
Discretionary	44	27.5
Non-Discretionary	0	0.0
Total	44	27.5
By Non-United States Persons
Non-United States Persons		22.6
United States Persons		4.9
Total	44	27.5

Form D Directors	Role	# Filings	# Firms
Kevin Richardson	Director	26	3
Amy Wong	Director	17	3
Michelle Riley	Director	20	2
Ronald Fishman	Director	19	2
Paul Bradshaw	Director	14	2
Colin Dow	Director	12	2
John Drury	Director	6	2
John Hamill	Director	6	2
Edwin Niers	Director	5	1
Bregal Investments Inc	Executive Officer, Promoter	4	1
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001814533]
3	[0001814533]
4	[0001814533]

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Private Equity

Form 3/4/5 Subject	2011 - 2026
Open Lending Corp
Bregal Sagemount I LP
Bregal North America General Partner Jersey Ltd
Bregal Investments Inc

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
Open Lending Corp LPRO Common Stock	2021-09-09	Sell	221,626	$41.60	9,219,642
Open Lending Corp LPRO Common Stock	2021-09-08	Sell	250,000	$41.23	10,307,500
Open Lending Corp LPRO Common Stock	2021-09-07	Sell	250,000	$41.96	10,490,000
Open Lending Corp LPRO Common Stock	2021-08-24	Sell	170,000	$34.75	5,907,500
Open Lending Corp LPRO Common Stock	2021-08-20	Sell	65,220	$33.33	2,173,783
Open Lending Corp LPRO Common Stock	2021-08-20	Sell	264,780	$31.50	8,340,570
Open Lending Corp LPRO Common Stock	2021-08-19	Sell	500,000	$31.40	15,700,000
Open Lending Corp LPRO Common Stock	2021-04-06	Sell	25,481	$34.00	866,354
Open Lending Corp LPRO Common Stock	2021-04-06	Disposed to issuer	1,735	$34.00	58,990
Open Lending Corp LPRO Common Stock	2021-04-06	Sell	5,305,840	$34.00	180,398,560
Open Lending Corp LPRO Common Stock	2021-04-06	Disposed to issuer	313,997	$34.00	10,675,898
Open Lending Corp LPRO Common Stock	2020-12-14	Sell	605,195	$26.88	16,267,642
Open Lending Corp LPRO Common Stock	2020-12-14	Sell	8,814	$26.88	236,920
Open Lending Corp LPRO Common Stock	2020-12-14	Sell	1,105	$26.88	29,702
Open Lending Corp LPRO Common Stock	2020-12-14	Sell	4,826,933	$26.88	129,747,959
Open Lending Corp LPRO Common Stock	2020-08-11	Other	2,019,851
Open Lending Corp LPRO Common Stock	2020-08-11	Other	3,688
Open Lending Corp LPRO Common Stock	2020-07-21	Other	7,376
Open Lending Corp LPRO Common Stock	2020-07-21	Other	4,039,702

Comparable Firms	State	AUM
PSG Equity LLC ✚	MA	30.18 B
Berkshire Partners LLC ✚	MA	29.00 B
QEP Advisers LLC ✚	TX	28.77 B
First Sentier Investors Ireland Limited ✚		28.50 B
TowerBrook Capital Partners LP ✚	NY	27.67 B
HRTG GPE LLC ✚	WY	27.10 B
Aquarian Holdings Investment Management LLC ✚	NY	26.70 B
Arcline Investment Management LP ✚	TN	26.46 B
CVC Advisors US Inc ✚	NY	25.56 B
Three Fifty Eight Investment Group LLC ✚		25.00 B

Bregal Investments Inc

Assets, Funds, Holdings