10 Private Equity Firms in the Wealth Management Industry

January 17, 2023
Private Equity Hub

Below you can find a list with information on 10 Private Equity Firms in the Wealth Management Industry. This blog post can help you identify Wealth Management Industry Private Equity Firms and other participants active in the M&A market today.

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GF Capital Management & Advisors

GF Capital Management & Advisors

Key facts about the firm:

Headquarter:

New York, New York, United States

Founded:

2001

Industry focus:

Finance, Wealth Management

Number of investments:

2

Number of exits:

1

Details about the fund:

Middle market growth capital investments are made by GF Capital.

Where to find them:

Kayne Anderson Capital Advisors

Kayne Anderson Capital Advisors

Key facts about the firm:

Headquarter:

Los Angeles, California, United States

Founded:

1984

Industry focus:

Energy, Financial Services, Real Estate, Wealth Management

Number of investments:

23

Number of exits:

3

Details about the fund:

It is a top independent alternative investment management company that specializes in investing in upstream oil and gas firms.

Where to find them:

SharesPost Investment Management

SharesPost Investment Management

Key facts about the firm:

Headquarter:

Menlo Park, California, United States

Founded:

2009

Industry focus:

Financial Services, Impact Investing, Wealth Management

Number of investments:

79

Number of exits:

50

Details about the fund:

The Sharespost 100 Fund (PRIVX) and other funds are managed by SharesPost Investment Management.

Where to find them:

Artemis Capital Partners

Artemis Capital Partners

Key facts about the firm:

Headquarter:

Boston, Massachusetts, United States

Founded:

2010

Industry focus:

Industrial, Venture Capital, Wealth Management

Number of investments:

7

Number of exits:

5

Details about the fund:

Massachusetts-based Artemis offers growth equity and acquisition funding to companies in the industrial technology industry.

Where to find them:

Ask Capital

Ask Capital

Key facts about the firm:

Headquarter:

Lisboa, Lisboa, Portugal

Founded:

2006

Industry focus:

Finance, Management Consulting, Venture Capital, Wealth Management

Number of investments:

22

Number of exits:

3

Details about the fund:

Their variety of business sectors enables them to provide their clients with a wide choice of financial services.

Where to find them:

Atairos

Atairos

Key facts about the firm:

Headquarter:

New York, New York, United States

Founded:

2016

Industry focus:

Asset Management, Financial Services, Wealth Management

Number of investments:

4

Number of exits:

2

Details about the fund:

Atairos is a private, autonomous organization that supports venture-capable companies operating in a variety of sectors.

Where to find them:

Harvest Capital

Harvest Capital

Key facts about the firm:

Headquarter:

Concord, New Hampshire, United States

Founded:

1995

Industry focus:

Finance, Wealth Management

Number of investments:

11

Number of exits:

3

Details about the fund:

Wealth and investment management firm Harvest Capital.

Where to find them:

Magnetar Capital

Magnetar Capital

Key facts about the firm:

Headquarter:

Evanston, Illinois, United States

Founded:

2005

Industry focus:

Asset Management, Financial Services, Hedge Funds, Wealth Management

Number of investments:

18

Number of exits:

5

Details about the fund:

One of the top alternative asset managers is Magnetar. Magnetar makes an effort to find its own, frequently exceptional, investment possibilities by

Where to find them:

Quilvest

Quilvest

Key facts about the firm:

Headquarter:

Luxembourg, Luxembourg, Luxembourg

Founded:

1888

Industry focus:

Asset Management, Financial Services, Wealth Management

Number of investments:

1

Number of exits:

1

Details about the fund:

Independent wealth management and private equity investor Quilvest is in the private equity business.

Where to find them:

Siguler Guff & Company

Siguler Guff & Company

Key facts about the firm:

Headquarter:

New York, New York, United States

Founded:

1991

Industry focus:

Asset Management, Banking, Wealth Management

Number of investments:

12

Number of exits:

2

Details about the fund:

A multi-strategy private equity investment company called Siguler Guff & Company, together with its affiliates,

Where to find them: