SPECTRUM EQUITY

RIASEC RegisteredEst. 2012
Total AUM
$7.3B
Discretionary
$7.3B
100% of AUM
Avg account
$229M
Accounts
32
Employees
80
Advisory reps
7

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
160619
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRIAN REGAN

    Managing Director, Chief Financial OfficerCRD 6631083

Contacts

3 of 6
  • VICTOR PARKER

    Managing DirectorCRD 6021930

  • STEPHEN LESIEUR

    Managing DirectorCRD 2951410

  • Michael Farrell

    Managing DirectorCRD 7891793

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth