# BPEA: portfolio, investments and team

> BPEA is a private equity based in United States. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/bpea (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# BPEA

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

Email

Unknown New fund $264M, Sept 2026 Private equity

Growth Buyout Venture Capital & Private Equity

Follow BPEA and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fbpea)

Cheques on record

**No rounds observed yet** A limit of the sources we read, not a finding about the firm.

Pitch BPEA

## What they do

> BPEA is a Boston-based private equity firm focused on small and lower middle market buyout and growth investment opportunities. From their own website

- **Type:** Private equity
- **Cheque size:** Not stated
- **Stages:** Growth Buyout
- **Sectors:** Venture Capital & Private Equity
- **Based in:** Boston, United States
- **Cold pitches:** Not stated

## The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. [Know a round it was in? Tell us](https://millionrounds.com/corrections?slug=bpea).

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **8 named**

CM **Christopher Marshall Austen** Managing Partner i Form ADV

GV **Giridhar Veera Raghavan** Director i Filing they signed

JI **Jeffrey Ishmael Andre Goddard** Director i Filing they signed

JF **John Fessenden Brooke** Senior Partner and Member i Form ADV

LA **Laurie Anne Callicutt** Chief Compliance Officer i Form ADV

PW **Peter Winship Brooke** Member i Form ADV

SR **Samuel Russell Brooke** Member i Form ADV

SR **Stephen Ross Byers** Chief Financial Officer & Partner i Form ADV

We also hold **6** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$1.9B** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Brooke Private Equity Associates Management LLC
- **SEC number:** CRD 156772

Funds on its Form ADV

**17** private funds, **$1.8B** in gross assets · filed Mar 2024

- BPEA Strategic Healthcare I-B, L.P. *Private equity* 23 investors $415M
- BPEA Strategic Healthcare II, L.P. *Private equity* 23 investors $339M
- BPEA VI, L.P. *Private equity* 124 investors $334M
- BPEA V, L.P. *Private equity* 103 investors $253M
- BPEA IV, L.P. *Private equity* 84 investors $226M
- BPEA III, L.P. *Private equity* 85 investors $67M
- BPEA Cayman VI, L.P. *Private equity* 32 investors $63M
- BPEA Cayman V, L.P. *Private equity* 20 investors $38M
- BPEA Cayman IV, L.P. *Private equity* 13 investors $34M
- Vectis Healthcare & Life Sciences Fund II, L.P. *Private equity* 9 investors $21M

And 7 more on the filing.

Who backs their funds

## 1 LP on record in BPEA's funds

- **Committed:** $480M
- **Funds:** 2
- **Vintages:** 2018 to 2021

The institutions that put money into its funds, which the firm then invests in companies. Source: the pension's own report, latest Jun 2025.

- [**Regents of the University of California** 2 funds *$480M*](https://millionrounds.com/fund/regents-of-the-university-of-california) Fund Vintage Committed BPEA VIII 2021 $305M BPEA VII 2018 $175M

## What they claim to have backed

From their own portfolio page (on their website)

**10** of 60 we have independently watched raise

[Awarerecoverycare](https://millionrounds.com/company/aware-recovery-care)[Easymetrics](https://millionrounds.com/company/easy-metrics)[Edited](https://millionrounds.com/company/edited)[Ehealthtechnologies](https://millionrounds.com/company/ehealth-technologies)[Guerrilla-rf](https://millionrounds.com/company/guerrilla-rf)[Lensar](https://millionrounds.com/company/lensar)[Nationsbenefits](https://millionrounds.com/company/nationsbenefits)[Riahealth](https://millionrounds.com/company/ria-health)[Swordhealth](https://millionrounds.com/company/sword-health)[Zelis](https://millionrounds.com/company/zelis) Advancedrevcycle Advantmed Alliance911 Amazingcare Amps Arraybc Baymark Bbqguys Betterwild Capitolpain Cariskpartners Cg-idd Climateefficiencypartners Cpepumps Curalta Datalinksoftware Diamondantenna Disturbia Downunderyoga Eatmush Ecosystemsnj Emergencehealth Environenergy Gascliptech Getvived Greenimaging Hometownticketing House-works Housecallsok Industrialcolor Innofiber Interprose Jaxxon Journey Journeyhealthandlifestyle Keepscorp Kidscaredental Ledgeloungers Livewellpartner Mediquant Meetascent Miva Montenido Mycarpe Nextedgenetworks Nobullproject Nvbhs Originalfootwear Pcmicorp Pediatrichomeservice and 25 more

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

New fund on file

**$264M**

raised in Sept 2026

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

**Pitching BPEA?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

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## Quick answers about BPEA

### What does BPEA invest in?

BPEA says it invests in Venture Capital & Private Equity.

### Is BPEA investing now?

No investments in the last 12 months.

### What kind of investor is BPEA?

BPEA is a private equity firm based in Boston, United States.

### How much does BPEA manage?

About $1.9B, as regulatory assets under management (Oct 2026).

### Has BPEA raised a new fund?

Its latest fund filing with the SEC was in Sept 2026, reporting $264M raised.

### When was BPEA founded?

BPEA was founded in 2002.

### Where does this information on BPEA come from?

From public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=bpea) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=bpea)
