SEC/FOF/PE/VC  Private Advisors

http://www.privateadvisors.com/





     Office Locations:

1330 Avenue of the Americas, 24th Floor
New York, NY 10019
Phone: 212-315-0135

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Stages:

  • Early
  • Middle Market


 

Industries:

  • Business Services
  • Information Technology
  • Manufacturing & Industrial
  • Software & Internet
  • Transportation & Distribution

  •  

    Description:

    Private Advisors was founded in 1997 by Lou Moelchert to provide institutional and high net worth investors with professional management of alternative investments. As the CIO of the University of Richmond endowment, Mr. Moelchert began making investments into alternatives in the early 1980s. As of March 31, 2016, Private Advisors managed over $5.6 billion in assets with over 70 employees. The firm provides investors with expertise in fundamental credit, equity and diversified hedge fund strategies. The firm also provides expertise in private equity investing including North American small company primary fund investments and co-investments, secondary investments and real assets. Private Advisors launched its dedicated small company fund of funds investment capability in 2001, which focuses solely on lower middle market fund managers located in North America. The firm targets funds focused on growth equity, buyout, and distressed/turnaround strategies, with fund sizes typically below $750 million and an emphasis on fund sizes below $500 million. These fund managers typically target investments in portfolio companies below $150 million in enterprise value. Private Advisors launched its dedicated secondary investment capability in 2012 with the addition of Cuyahoga Capital Partners. The secondary investment capability pursues small, often negotiated secondary investments, with a focus on investments below $25 million and an emphasis on investments between $5 and $15 million. Private Advisors' secondary investment capability targets a wide variety of private equity strategies including buyout, growth equity, venture capital, mezzanine, diversified energy, and fund of funds. Private Advisors launched its dedicated co-investment program in 2006 to provide investors with access to co-investment opportunities. The firm has 37 Total PA Capital Investment Professionals with an average of 23 Years Experience of the Senior PA Capital Team.


     

    Funds:


      Fund Name


      Amount


      Date

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    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or New York Database subscription.
    Barrett Miles Director
    Bart Shirley CFA Managing Director
    Ben Fass CFA Director
    Bryan Pendleton Director
    Charles Honey Managing Director

     

    Portfolio companies include:

     

    Recent News: