SPECTRUM EQUITY
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 160619
- Registered since
- March 30, 2012
- Website
- www.spectrumequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Spectrum Equity operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member for its funds, running portfolio management for those pooled vehicles and deploying capital through closed-end private equity structures. Its business model combines percentage-of-AUM fees with performance-based compensation, reflecting a traditional private equity economics approach. Spectrum Equity is not flagged as an active ESG investor and is structured as a domestic entity with individual ownership components. Investment activity centers on allocating and managing private capital through multiple fund vehicles. As a sponsor/GP, the firm typically holds concentrated positions within its funds — the average ownership stake in its advised funds is notable — and uses those positions to influence governance and growth strategies at portfolio companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BRIAN REGAN
Managing Director, Chief Financial OfficerCRD 6631083
Contacts
3 of 6VICTOR PARKER
Managing DirectorCRD 6021930
STEPHEN LESIEUR
Managing DirectorCRD 2951410
Michael Farrell
Managing DirectorCRD 7891793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 1 International Pl
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
EVENTIDE ASSET MANAGEMENT, LLC
RIABOSTON, MA
SILVERSMITH CAPITAL PARTNERS
RIABOSTON, MA
ALGEBRIS INVESTMENTS (US) INC.
RIABOSTON, MA
WGI DM, LLC
RIABOSTON, MA
SMARTLEAF ASSET MANAGEMENT LLC
RIABOSTON, MA
LMCG INVESTMENTS, LLC
RIABOSTON, MA