Directory · Service providers
Capital introduction
32 firms carry this category. Categories are tags, so several of these also appear elsewhere.
What is meant by Capital introduction?
Services connecting investment managers with prospective investors: introductions, capital raising support, and the materials and processes behind a fundraise.
Who uses Capital introduction?
Management and investor relations.
What gets confused with Capital introduction?
Prime brokerage, which frequently provides it as part of the relationship, and with placement agents, who are regulated intermediaries paid on outcome. The regulatory position differs and matters.
What should you ask a vendor about Capital introduction?
Ask which investors of your size and strategy they have actually placed with in the last two years.
This definition is Buyside Fintech’s own editorial work, not a vendor’s. The products listed below carry the sources we read.
Capital introduction firms
32 FIRMS
26 Degrees Global Markets — Prime Services for Hedge Funds26 Degrees Global MarketsPrime brokerage aimed at emerging hedge funds, family offices and proprietary trading firms, with cash and synthetic equity access plus outsourced trading.Agecroft PartnersAgecroft PartnersThird-party marketing firm that raises capital from institutional investors for the hedge fund and private equity managers it represents.Asante Capital Group — Primary fundraisingAsante Capital GroupRuns mid to large cap primary fundraisings and says it has raised both highly established and first time funds.Atlantic-Pacific Capital — Placement and capital formationAtlantic-Pacific CapitalPlaces private equity, credit, real estate and real assets funds, with a published client range of roughly 80 million to 4.5 billion dollars in fund size.Beverly Hills Capital — Capital IntroductionBeverly Hills CapitalSmall third party marketer that introduces hedge funds and commodity trading advisers, including start ups, to institutions and wealthy investors for a share of fees.BNY Pershing — Prime BrokerageBNY PershingClearing and custody firm whose prime brokerage arm serves hedge funds and liquid alternative managers, with both brokerage custody and bank custody available.BTIG — Outsource Trading and Prime BrokerageBTIGStates it serves both emerging and established funds, pairing prime brokerage with an outsourced trading desk and a capital introduction team.CAIS PlatformCAISPuts third-party alternative investment funds, structured investments and ETFs in front of independent financial advisers and wealth management firms, and is the route by which the asset managers on it reach that channel.Campbell Lutyens — Fund placementCampbell LutyensIndependent adviser that raises primary capital for private equity, infrastructure and private credit managers, with secondary and GP capital advisory alongside.Capstone Partners — Private fund placementCapstone PartnersRaises capital for private equity, credit, real assets and infrastructure managers and takes a deliberately small number of mandates at a time.Eaton Partners — Fund PlacementEaton PartnersPlaces private funds and hedge funds with institutional investors and says it serves first time sponsors as well as established firms.Elm Capital — GP Advisory fund placementElm CapitalBoutique private capital advisory firm acting as placement agent and secondary adviser from London and Lisbon.Evercore — Private Funds GroupEvercoreAdvises selected private fund sponsors on positioning and investor outreach for primary fundraises, with a separate secondaries advisory team.First Avenue — Private fund placementFirst AvenueGlobal advisory and placement business for private funds, private companies and secondaries, with offices in London, New York, Hamburg and Hong Kong.Fund Launch Partners — GP seeding and launch advisoryFund Launch PartnersBacks first and second-time managers raising $20m to $200m by matching the GP commitment and providing working capital plus advice on business systems and the fundraising process.Goldman Sachs — Prime ServicesGoldman SachsOne of the largest bank prime brokerage desks, financing and clearing trades for established hedge funds.Hedge Connection — Fintroz virtual capital introduction platformHedge ConnectionOnline platform and virtual events that connect fund managers with investors, also used by prime brokers and administrators to run their own introductions.Hodes Weill & AssociatesHodes Weill & AssociatesCapital advisory firm that raises capital for real estate and real assets investment managers.iConnections — Capital Introduction Platform and Global Alts eventsiConnectionsTechnology platform plus large in person events that match fund managers with institutional allocators.Jefferies — Prime BrokerageJefferiesSelf-clearing prime broker that states it works with both emerging and established hedge fund managers, with capital introduction and business consulting alongside.Marex — Prime BrokerageMarexFull-service institutional prime broker that says it supports emerging, established and mature managers, with execution, custody, financing and back-office support.Monument Group — Primary Fundraisings (placement agent)Monument GroupIndependent placement agent that raises institutional capital for private markets general partners and advises on secondaries.Morgan Stanley — Prime BrokerageMorgan StanleyA long-standing bank prime broker serving large hedge funds with financing, stock loan and clearing.Morgan Stanley — Prime Brokerage Capital IntroductionMorgan StanleyCredited with starting the prime brokerage capital introduction model in 1997, introducing hedge fund clients to institutional investors.Park Madison PartnersPark Madison PartnersPlacement agent that raises private capital for real estate investment managers.PJT Park Hill — Fund Advisory (primary fundraising)PJT Park HillRaises primary capital for private equity, real estate, credit and hedge fund managers, with dedicated teams by asset class.PrimeAlpha — Capital raising platform for alternative managersPrimeAlphaInvestor database, outreach and marketing support for alternative managers, aimed at emerging managers and new launches as well as established funds.Probitas Partners — Alternatives placementProbitas PartnersIndependent placement firm for alternative managers, working with both established and emerging sponsors on funds from roughly 200 million to over 1 billion dollars.Rede PartnersRede PartnersPrivate markets placement adviser that helps general partners with primary fundraising and capital solutions.StoneX Group — StoneX Global Prime ServicesStoneX GroupMulti-asset prime services covering execution, self-clearing and custody, financing, capital introduction and outsourced trading.ThreadmarkThreadmarkPrivate markets placement agent raising capital across real estate, infrastructure, private equity and credit.UBS Prime ServicesUBSPrime brokerage for hedge funds covering clearing and custody, financing, securities lending, swaps, capital introduction and business consulting.