AEA Investors SBF LP logo

AEA Investors SBF LP

Updated today

Total assets under management

$3,481,197,141

Total clients

0

Total advisors

0

of 157 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

Average account size

About

AEA Investors SBF LP is part of the AEA Investors group that advises closed‑end private investment vehicles rather than individual retail accounts, providing private equity and private debt advisory and subadvisory services to pooled funds and institutional and high‑net‑worth limited partners. The Advisers handle sourcing, structuring, negotiating, monitoring and disposing of investments for their Funds and do not tailor advisory services to individual investors, although Funds commonly enter side letters with certain limited partners.

The firm’s strategies cover larger middle‑market and smaller middle‑market private equity programs, the AEA Elevate growth‑stage program (with a stated focus on tech‑enabled software and healthcare services), and multiple debt programs investing in mezzanine, senior and capital‑solutions debt, and it routinely pursues controlling positions and board involvement in portfolio companies. AEA also offers co‑investment opportunities, subadvisory relationships (including an insurance‑dedicated fund), and signals use of Special Consultants and operating resources to support portfolio company value creation.

Compared with many peers, AEA’s public materials and investor communications disclose predecessor performance and reference third‑party ratings, and the firm’s marketing has included endorsements and testimonials alongside its standard regulatory disclosures. The brochure also discloses an affiliation and joint‑venture arrangements (for example, Amateras AEA Management LP) and notes that certain general partners have sought CFTC-related exemptions, reflecting an uncommon degree of commodity‑related filing/affiliation for a manager of pooled private funds.

Client services

Portfolio management

Expertise

Private / alternative investments Business sale tax planning Business ownership considerations Business succession planning

Fee options

Performance-based

General partner or its affiliates receive carried interest, typically about 10% of profits with specified preferred return hurdles (except Participant Programs which have no preferred return and approximately 10% carried interest allocation).

Other

Account minimum: $5,000,000 to $10,000,000 (typical stated minimum commitment amounts, waivable at Adviser discretion)

Main office location

AEA Investors SBF LP

C/O Aea Investors Lp, 520 Madison Avenue, 40 Th Floor

New York NY 10022, United States

Number of offices

2

Most active in

Florida · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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