PAINE SCHWARTZ PARTNERS, LLC other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

45 2.27%

of those in investment advisory functions:

30 15.38%

Registration:

SEC, Approved, 3/30/2012

AUM:

4,750,184,634 -1.71%

of that, discretionary:

4,750,184,634 -1.71%

Private Fund GAV:

3,023,946,298 3.84%

Avg Account Size:

237,509,232 -1.71%

SMA’s:

NO

Private Funds:

20

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
5B 4B 3B 3B 2B 1B 690M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

AgroFresh signs merger deal with Paine Schwartz
11/22/2022

Seeking Alpha

El Paso fire, police plan targets agriculture private equity fund - Pensions & Investments
06/27/2022

El Paso (Texas) Firemen & Policemen's Pension Fund committed $15 million to Paine Schwartz Food Chain Fund VI. The $2 billion pension fund's board ...

pionline.com

Dentons Advises CEE Equity Partners on Sale of Three Onshore Wind Farms to Iberdrola
03/31/2021

Dentons has advised CEE Equity Partners, the investment advisor of the China-CEE Fund I, on the sale by the fund of three onshore wind farms in Poland, with a total capacity of 163 megawatts, to Iberdrola.

ceelegalmatters.com

AgroFresh Solutions Inc.
03/29/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Paine Schwartz Partners invests in Kynetec
03/22/2021

today announced that it has made an investment through Paine Schwartz Food Chain Fund V in Kynetec (the “Company”), a leader in agricultural and animal health market research, data and insights.

pehub.com

Paine Schwartz Partners Invests in Kynetec, a Leader in Agricultural Market Research
03/20/2021

today announced that it has made an investment through Paine Schwartz Food Chain Fund V in Kynetec (the "Company"), a leader in agricultural and animal health market research, data and insights.

menafn.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 20 $3,023,946,298

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Private Funds



Employees




Brochure Summary

Overview

Paine Schwartz Partners, LLC (“PSP” or the “Firm”), a Delaware limited liability company, provides investment advisory services to pooled investment vehicles, related parallel funds, alternative investment vehicles and other specially formed investment vehicles (each, a “Fund” or a “Client”) that make private equity investments. The Funds are not registered under the Investment Company Act of 1940, as amended (the “Investment Company Act”), and their securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). PSP provides investment advisory services directly to the Funds and not individually to investors in the Funds. Services to the Funds include identifying, evaluating, structuring and negotiating prospective investments, managing and monitoring portfolio companies and advising the Funds with respect to disposition opportunities. An affiliate of PSP generally serves
as the general partner (or similar managing body) of each Fund. The Funds’ private equity investments focus on management-led corporate acquisitions, recapitalizations and company expansion programs. The Firm focuses on the food and agribusiness industry although there are a few portfolio companies in other industries. PSP generally provides investment advisory services to the Funds through separate advisory agreements (each, an “Advisory Agreement”) tailored to the specific needs of each Fund as may be necessary, appropriate or negotiated on a case-by-case basis. The Firm was formed in 2006 and is owned by an entity whose owners are W. Dexter Paine, III, Kevin M. Schwartz and Angelos J. Dassios. The Firm is managed by Messrs. Schwartz, Dassios and Paine. As of December 31, 2023, PSP managed client assets totaling approximately $5.8 billion, all of which is managed on a discretionary basis.