Blackstone

Blackstone is a global investment firm headquartered in New York, specializing in alternative asset management across various sectors, including private equity, real estate, credit, and life sciences. Founded in 1985 by Stephen A. Schwarzman and Peter G. Peterson, the firm serves a diverse clientele, including pension funds, institutional investors, and charitable organizations, managing significant assets on their behalf. Blackstone employs a comprehensive investment strategy that integrates qualitative and quantitative analyses to identify opportunities across public and private markets. The firm also includes subsidiaries focused on secondary private equity investments and life sciences, partnering with industries to support the development of innovative healthcare solutions. With a presence in major financial centers worldwide, Blackstone is recognized for its commitment to creating long-term value for its investors and the broader community.

Menes Chee

Senior Managing Director

Kris Corbett

Senior Vice President

Brian Dunlap

Managing Director

Nicolas Dupuis

Principal, Growth

Karl Eber

Managing Director of BX Private Equity Strategies

John Fitzpatrick

Senior Managing Director of PropTech and FinTech BXTI and CTO of Alternative Asset Management Technology

Jonathan Gray

President and COO

Wallace Henderson

Senior Managing Director and Infrastructure

Ram Jagannath

Senior Managing Director of Private Equity, Chairman of the Portfolio Committee, Member of Growth Investment Committee and Global Head of Healthcare

Laura Johnson

Managing Director

Jasvinder Khaira

Senior Managing Director

Hannah Kim

Growth Equity Investor

Sean Klimczak

Senior Managing Director and Global Head of Infrastructure

Vincent Letteri

Senior Managing Director and COO, Growth Equity Business

Evan Middleton

Managing Director of Tactical Opportunities Group and Board Member of Sustana Group and Trimark USA

Jonathan Murphy

Managing Director

Joshua Pang

Managing Director

Stevi Petrelli

Managing Director and Head of Blackstone Innovations Investments

Evan Rachlin

Principal

Kiran Reddy

Senior Managing Director

Matthew Runkle

Senior Managing Director and Head of Renewables and Midstream, Infrastructure Group

David Schwartz

Senior Managing Director

Mike Shang

Managing Director, Tactical Opportunities Group

Mustafa Siddiqui

Head of Energy Private Equity EMEA

Scott Soussa

Senior Managing Director

Past deals in Wealth Management

iCapital Network

Venture Round in 2020
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

BC Partners

Private Equity Round in 2019
BC Partners is an international alternative investment firm founded in 1986, managing over €23 billion in assets. With offices in London, Hamburg, Paris, and New York, the firm specializes in private equity and has expanded its offerings to include credit and real estate platforms. BC Partners focuses on seven key sectors: media, retail, technology, healthcare, banking, business services, and utilities. The firm seeks to invest in market-leading businesses that demonstrate strong barriers to entry and present significant opportunities for growth and value creation. To date, BC Partners has completed over 113 investments, representing a total enterprise value of €145 billion, and operates as an integrated team across its global network.

Marlin Heritage

Corporate Round in 2019
Marlin Heritage is a buyout fund managed by Marlin Equity Partners, a private equity firm established in 2005 and based in Hermosa Beach, California. This fund primarily targets investments in the software sector and operates in Western Europe and North America. Marlin Equity Partners focuses on providing tailored investment solutions to corporate parents, shareholders, and stakeholders, particularly in situations involving operational, financial, or market-driven changes. The firm leverages its capital base, industry relationships, and extensive operational resources to enhance the value of its portfolio companies. Marlin Equity Partners has a diverse investment strategy that includes growth equity, management buyouts, and special situations, with a preference for small to lower middle-market companies. The firm typically invests between $30 million and $160 million in companies with revenues ranging from $10 million to $2 billion.

Lionpoint Group

Private Equity Round in 2019
Lionpoint Group LLC is a global consulting firm specializing in strategy, operations, and technology advisory services for the alternative investments industry. Founded in 2014 and headquartered in New York, the firm offers a range of services including strategic advisory, operations transformation, system selection and integration, enterprise performance management, and project management. Additionally, it assists clients with product implementations, upgrades, and optimization projects across various systems such as customer relationship management, investment accounting, portfolio monitoring, and investor reporting. Lionpoint Group serves a diverse clientele, including asset managers, investors, and advisors, focusing on enhancing operational efficiency and enabling technology solutions within the sector.

Annexus

Private Equity Round in 2019
Annexus is a provider of retirement investment advice services, specializing in fixed indexed annuities and indexed universal life insurance products. Based in Scottsdale, Arizona, the company collaborates with various financial institutions, including Athene, Securian, J.P. Morgan, UBS, Zebra Capital Management, Barclays, and Merrill Lynch, to enhance their product offerings. Annexus focuses on creating innovative retirement income solutions designed to help individuals achieve their retirement goals. Through its technology and gamma-efficient approach, it enables financial professionals to offer products that effectively grow and protect clients' retirement savings.

iCapital Network

Venture Round in 2018
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Clarion Gramercy

Acquisition in 2018
Gramercy Europe is a prominent investor and asset manager specializing in commercial real estate, particularly in the logistics sector. Following its acquisition by Clarion Partners in April 2019, the firm has concentrated on core-plus investment opportunities across Europe. Gramercy Europe focuses on acquiring and managing income-producing industrial properties that are leased to high-quality tenants in major markets. This strategic emphasis allows the firm to leverage its expertise in the logistics industry, positioning it as a key player in the European commercial real estate landscape.

PAG

Private Equity Round in 2018
PAG is an alternative investment management firm founded in 2002 and headquartered in Central, Hong Kong, with additional offices across Asia, Australia, the United Kingdom, and Switzerland. The firm specializes in growth capital, private equity, real estate, and absolute return strategies, managing a diverse range of funds. PAG Asia Capital focuses on large-scale buyouts, control deals, and structured minority investments within the private equity sector. Its real estate strategy encompasses opportunity and core plus funds, targeting properties in Japan, China, and the broader Asia-Pacific region. The absolute return division aims to build long-term partnerships by providing flexible financing solutions for both short and long-term funding needs. PAG primarily invests in sectors such as financials, healthcare, information technology, media, telecommunications, education, and diversified financial services, with a particular interest in minority stakes and opportunities in China. The firm was formed through the merger of Pacific Alliance Group and Secured Capital Japan in 2011.

La Trobe Financial

Acquisition in 2017
La Trobe Financial is a credit specialist fund management company based in Melbourne, Australia, focused on providing alternative asset management services. The firm manages investment mandates for both retail and institutional investors and offers a range of financial services, including wholesale term debt funding, loan administration, and third-party outsourcing. It specializes in asset origination and mortgage finance solutions, encompassing residential, rural, and commercial lending. Additionally, La Trobe Financial provides wealth creation and management services for individual investors, alongside insurance and portfolio management solutions such as home, contents, and commercial property insurance. The company aims to meet the needs of clients who are underserved by traditional financial institutions, helping them build wealth and achieve sustainable financial futures.

Harvest Fund Advisors

Acquisition in 2017
Harvest is a provider of actively managed public market energy infrastructure and MLP investment solutions for institutional investors. Founded in 2005 and located in the suburbs of Philadelphia, Harvest currently manages over $10 billion in assets. Harvest maintains a singular goal of generating strong risk-adjusted returns and meeting the needs of our investors each and every day.

Marathon Asset Management

Private Equity Round in 2016
Marathon Asset Management, LP is an employee-owned investment firm founded in 1998, headquartered in New York City, with additional offices in Tokyo, London, and Singapore. The firm specializes in alternative investments, managing approximately $11 billion in capital across various strategies, including hedge funds, structured finance, and opportunistic credit investments. Marathon focuses on global credit and fixed income markets, employing a bottom-up approach that incorporates both fundamental and technical analysis. Its client base includes investment companies, municipal government entities, insurance companies, and other investment advisers. The firm manages diverse investment programs, including hedge funds, managed accounts, and collateralized loan obligations, catering to various industries such as media, financial services, and healthcare.

First Eagle Investments

Private Equity Round in 2015
First Eagle Investment Management is an independent firm based in New York City that has been operating since 1864. It manages assets for both institutional and individual clients, with a focus on providing prudent stewardship and earning client trust. The firm emphasizes absolute returns and downside protection as its primary investment goals. First Eagle specializes in private debt investments in North America and offers various debt facilities, including asset-based lending and loans. In December 2019, the firm expanded its credit assets under management to $23 billion through the acquisition of THL Credit.

First Eagle Investments

Acquisition in 2015
First Eagle Investment Management is an independent firm based in New York City that has been operating since 1864. It manages assets for both institutional and individual clients, with a focus on providing prudent stewardship and earning client trust. The firm emphasizes absolute returns and downside protection as its primary investment goals. First Eagle specializes in private debt investments in North America and offers various debt facilities, including asset-based lending and loans. In December 2019, the firm expanded its credit assets under management to $23 billion through the acquisition of THL Credit.

Market Data Insights

Private Equity Round in 2015
Market Data Insights, (MDI) was established to deliver expert-based market data management solutions to financial services firms. They deliver structured managed service solutions with no long-term commitment for a fixed monthly fee. Even the smallest firm can get an affordable solution delivered by their expert team. MDI is changing the way market data management solutions are delivered. They are committed to giving all clients control of their market data expense in the most cost-effective manner. MDI is 'Making the Complex Simple.'

Philadelphia Financial Group

Acquisition in 2014
Philadelphia Financial Group is a global specialty insurer and administration company that specializes in offering innovative solutions at the intersection of insurance and investment management. The firm provides a range of services, including private placement, insurance administration, and investment advisory services, catering to insurance brokers, financial advisors, private banks, law firms, and accounting firms. By focusing on these areas, Philadelphia Financial aims to create opportunities for clients worldwide to grow their wealth more effectively. As an indirect subsidiary of Tiptree Financial Inc., the company benefits from its parent organization's diverse expertise across various sectors of financial services.

Lombard International

Acquisition in 2014
Lombard International Assurance, founded in 1991 and based in Luxembourg, specializes in insurance-based solutions for high net worth individuals and institutional clients. With over 20 years of experience, the firm collaborates closely with advisors to address complex financial needs and create secure futures for their clients. Lombard International is recognized for its expertise in global wealth structuring, primarily through innovative products such as unit-linked life assurance and private placement life insurance. By focusing on tailored wealth management services, the firm has established itself as a thought leader in the industry, serving clients with a commitment to security and comprehensive financial planning.

Intertrust

Acquisition in 2012
Intertrust provides fund and corporate, capital market, and private wealth and employee benefit solutions to multinationals, fund managers, financial institutions, and business entrepreneurs worldwide. It operates through five segments: The Netherlands, Luxembourg, Jersey, Cayman Islands, and rest of the world. Intertrust's corporate services include formation and implementation, domiciliation and management, legal administration, accounting and reporting, treasury management, performance and reward management, and escrow services; and fund services comprise fiduciary, legal administration, accounting and reporting, depositary, and escrow services, as well as risk and regulatory compliance services to hedge funds, private equity funds, and real estate funds. Its capital market services include special purpose vehicles and trustee, portfolio administration, calculation and payment agency, and investor reporting services. Intertrust's private wealth services comprise fund and trust formation services to international entrepreneurial families and high net worth individuals; and services to assist its private wealth clients in the management of assets and estate planning. It began operation in 1952, with its headquarters in Amsterdam in the Netherlands.

Blackstone Credit

Acquisition in 2008
Blackstone Credit is a privately owned hedge fund sponsor that primarily serves pooled investment vehicles, corporations, insurance companies, banks, pension funds, endowments, foundations, family offices, and fund of funds. The firm focuses on investing in floating rate, senior secured loans, subordinated debt, corporate bonds, and equity interests in middle market private companies, while avoiding significant investments in start-ups or companies with speculative business plans. Its investment strategy spans various sectors, including consumer services, energy, capital goods, software, telecommunications, and healthcare, among others. Blackstone Credit primarily invests in the United States but also considers non-U.S. securities. The firm employs multiple investment strategies, including leveraged loans, distressed investments, and mezzanine securities, and actively engages in secondary market transactions. Blackstone Credit is based in New York, with additional offices in Los Angeles, Houston, and London, and operates as a subsidiary of The Blackstone Group.
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