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| Bregal Investments Inc
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|---|---|
| CRD # | 285006 |
| SEC # | 801-108649 |
| CIK # | 0001814533 |
| AUM | 27.55 B (2026-03-30) |
| Employees | 101 (61% Investors, 0% Brokers) |
| Phone | 212-704-3000 |
| Address | 200 Park Avenue New York, NY 10166 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Open Lending Corp | 60.8 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Abpep Fund VII-A SCSP | 2026-03-30 | 68.0 M | |
| PE | Bregal Sagemount V-A LP | [2026-03-30] | 488.5 M | |
| Filed 2025-12-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Bregal Sagemount V-B LP | [2026-03-30] | 765.9 M | |
| Filed 2025-12-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Bregal Sagemount V LP | 2026-03-30 | 500.0 M | |
| PE | Bregal Sagemount Basecamp I-A LP | [2025-03-29] | 230.0 M | |
| Filed 2024-01-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Bregal Sagemount Basecamp I-B LP | [2025-03-29] | 213.9 M | |
| Filed 2024-01-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Bregal Sagemount Basecamp I LP | 2025-03-29 | 131.7 M | |
| PE | BSCS-O Parent LP | 2025-03-29 | 366.0 M | |
| PE | BSI3 Carver LP | 2025-03-29 | ||
| PE | Bregal Sagemount Credit Solutions LP | [2024-03-29] | 572.1 M | |
| Filed 2023-08-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 2011 - 2026 |
|---|---|---|---|---|
| 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 | |
| Elena Bubod | Director | 2 | 1 | |
| Bregal Sagemount Credit Opportunities Fund II GP Limited | Promoter | 2 | 1 | |
| Bregal Sagemount V Jersey Limited | Promoter | 2 | 1 | |
| Bregal Sagemount Credit Opportunities Fund II Manco Limited | Executive Officer | 2 | 1 | |
| Bregal Sagemount II Jersey Limited | Executive Officer | 2 | 1 | |
| Bregal Sagemount Management LP | Promoter | 2 | 1 |
| 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 |
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|---|---|---|
|
PSG Equity LLC
✚
|
MA | 30.18 B |
|
Berkshire Partners LLC
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|
MA | 29.00 B |
|
QEP Advisers LLC
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|
TX | 28.77 B |
|
First Sentier Investors Ireland Limited
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|
28.50 B | |
|
TowerBrook Capital Partners LP
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|
NY | 27.67 B |
|
HRTG GPE LLC
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|
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 |