AEA ENTERPRISE PARTNERS MANAGEMENT LP

RIASEC RegisteredEst. 2004
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$870M
Accounts
4
Employees
157
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
132753
Registered since
November 22, 2004
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AEA Enterprise Partners Management LP is organized as a limited partnership and operates as a private equity fund manager. The firm registered with the SEC in 2004 and directs its services to institutional clients. Its advisory work centers on running pooled investment vehicles; it also functions in sponsor and general partner capacities for those vehicles. Fee terms combine a percentage-of-assets model with performance-based compensation. The firm reports that it integrates environmental, social and governance factors into its investment approach.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • STEVEN DECILLIS

    Chief Financial OfficerCRD 5915462

  • BARBARA BURNS

    Partner, General Counsel and Chief Compliance OfficerCRD 5139115

Contacts

2 of 2
  • JOHN COZZI

    PartnerCRD 1533882

  • BARON CARLSON

    PartnerCRD 2789461

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
Co Aea Investors Lp Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth