- More data can be provided as member of the LinkedIn Group called Investor Network by JD via this URL: https://www.linkedin.com/groups/53760/
- Requesting data from Sarah M, Charlotte F, or Jack D (Sarah’s URL: https://www.linkedin.com/in/sarah-m-3b15a620a/ )
Data Dump of Top PE Other Financial Service Investors in the Last 90 Days
NAME / AMU (for spreadsheet with additional information vs. data dump see above for details)
Beacon Pointe Advisors 25,000.00 Creative Planning 230,000.00 General Atlantic 86,000.00 Kohlberg Kravis Roberts (NYS: KKR) 471,000.00 Activa Capital 664.39 Alaska Permanent Fund 84,747.16 Alchemy Partners 2,229.41 AlpInvest Partners 64,000.00 Altas Partners 9,400.00 Apax Partners 60,000.00 CBPE Capital 9.28 DNA Payments Genstar Capital 37,000.00 Goldman Sachs Asset Management 2,470,000.00 HarbourVest Partners 92,000.00 Hellman & Friedman 95,000.00 Hub International 93,000.00 Lovell Minnick Partners 2,801.85 Madison Dearborn Partners 23,000.00 Mercer Advisors 39,000.00 Oak Hill Capital 9,000.00 Parthenon Capital Partners 6,300.00 The Carlyle Group (NAS: CG) 293,000.00 Affiliated Managers Group (NYS: AMG) 814,000.00 Allworth Financial 14,000.00 Apollo Global Management (NYS: APO) 497,600.00 Aquiline Capital Partners 7,400.00 Arx Equity Partners 287.90 Astorg (Paris) 16,609.83 Atlas Merchant Capital 1,500.00 Aurin Investment Group Axio Capital 0.33 Axiom Partners (Corporate Finance) Azimut Holding (MIL: AZM) 89,693.08 BlackRock (NYS: BLK) 10,000,000.00 Blackstone (NYS: BX) 881,000.00 Blue Owl Capital (NYS: OWL) 94,000.00 BNY Mellon (NYS: BK) 2,200,000.00 Cabot Square Capital 1,007.34 Cairngorm Capital 250.91 Charles Taylor Cinven 26,508.98 Coller Capital 26,000.00 Corsair Capital 8,226.23 Decisive Capital Management 6,471.29 Finance&Invest.Brussels 234.75 GB & Partners 94.12 GDS Link Golub Capital 45,000.00 Groupe Crystal 6,643.93 Hamilton Lane (NAS: HLNE) 981,000.00 Hightower Advisors 132,200.00 HPS Investment Partners 80,000.00 HSBC Holdings (LON: HSBA) 3,000,000.00 iCapital Network 80,000.00 Indigo Capital (United Kingdom) 442.93 Inflexion Private Equity Partners 7,157.42 InterAlpen Partners Inverness Graham 1,000.00 Lightyear Capital 5,000.00 Lloyds Banking Group (LON: LLOY) 500,000.00 Mariner Wealth Advisors 34,961.18 MKC Wealth Montagu Private Equity 11,073.22 Morgan Stanley Investment Management 1,600,000.00 Mosaic Private Equity MSD Private Capital 20,000.00 Navacord Neuberger Berman 460,000.00 NFP Noah Holdings (NYS: NOAH) 24,608.95 Onex (TSE: ONEX) 47,000.00 Ontario Teachers’ Pension Plan 189,770.56 Panorama Point Partners 238.80 Professional Datasolutions Rosemont Investment Group 302.00 Ryan (Tax Services) SageView Advisory Group 175,000.00 Saratoga Investment BDC (NYS: SAR) 662.00 Serent Capital 2,279.58 Stone Point Capital 40,000.00 Succession Advisory Services 12,591.77 Temasek Holdings 280,797.37 The Hilb Group Thomas H. Lee Partners 26,000.00 Walter Global Asset Management WestCap 8,000.00 Zedra
