# Lazard: portfolio, investments and team > Lazard is an advisor based in United States. 2 investments on record, latest Jan 2004. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/lazard-eurazeo (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Lazard Filed with the SEC to raise a fund in Oct 2026, closing $1,433M. Last cheque observed Jan 2004. Quiet New fund $1.4B, Oct 2026 Advisor Seed Series A Series B Advice Asset Management Banking Cheques on record **0%** of best year **0** **cheques in 12 months**, 2 on record Since the last cheque **8328** days **00** hrs **00** min **00** sec Median round **$22M** Rounds led **0 of 2** Sole investor **1 rounds** Exits **3 from the portfolio** Pitch Lazard ## Lazard highlights - 01 2 rounds on record - 02 Mostly Series D and Venture: 100% of its rounds - 03 Sole investor in 1 rounds, median $36M - 04 3 exits from the portfolio ## What they do > Lazard offers world-class financial advisory and asset management services for clients globally. From their own website - **Type:** Advisor - **Cheque size:** Not stated - **Stages:** Seed Series A Series B Growth - **Sectors:** Advice Asset Management Banking - **Based in:** New York, United States - **Cold pitches:** Not accepted ## The record Every round we can evidence, newest first **2 appearances** - **2004** 1 round - **Jan** **[NetByTel](https://millionrounds.com/company/netbytel)** Series D **$8.0M** With 2 others - **2001** 1 round - **Jun** **[Grass Valley](https://millionrounds.com/company/grass-valley)** Venture · US **$36M** Sole investor An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **24 named** AJ **Alison J. Rosenzweig** Managing Director and Head of Credit Strategies of Lazard Family Office Partners i Filing they signed BJ **Bartlett James Bartlett** President of the GP i Filing they signed BS **Bob Solmson** Member of the Board of Managers i Filing they signed BD **Brian D. Simon** Assistant Secretary i Filing they signed CD **Casey D. Whalen** Head and Chief Investment Officer of Lazard Family Office Partners i Filing they signed CL **Charles L. Carroll** Director and President i Filing they signed CT **Craig T. Fulton** Director i Filing they signed DW **Dan Wise** Vice President, Tax of the GP of the GP i Filing they signed DK **Darpan Kapadia** Chief Operating Officer of the Managing Member. i Filing they signed DM **David Marshall** Managing Director & General Counsel, Private Equity of the Managing Member. i Filing they signed DN **David Nanus** Executive Vice President of the GP of the GP i Filing they signed DC **Dawn C. Griffiths** Director and Vice President i Filing they signed DK **Denise Kinsella** Director i Filing they signed ES **Ed Sondey** Senior Managing Director of the GP of the GP i Filing they signed EL **Ernest L. Morrison** Director and Secretary i Filing they signed EK **Ernest Kim** Senior Managing Director of the Managing Member. i Filing they signed EM **Evan Mallah** Principal of the Manager of the Issuer; Co-President i Filing they signed FM **Fiona Mulcahy** Director i Filing they signed GL **Gerald L. Mazzari** Director, Executive Officer i Filing they signed JC **Jagatnarine C. Churaman** Director of the Managing Member of the General Partner i Filing they signed JB **James Bartlett** Vice Chairman of the Managing Member i Filing they signed JW **Jeffrey Wade** Chief Compliance Officer & Chief Administrative Officer of the Managing Member. i Filing they signed JW **Jeffrey Walker** Principal of the Manager of the Issuer; Co-President i Filing they signed JC **Jerome C. Antenen** Managing Director and Head of Equity Strategies of Lazard Family Office Partners i Filing they signed We also hold **147** 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. ## Exits from the portfolio Companies it backed that were later bought or listed **3 in all** **[Grass Valley](https://millionrounds.com/company/grass-valley)** Bought by [Belden](https://millionrounds.com/fund/belden) **$220M** Feb 2014 **[Grass Valley](https://millionrounds.com/company/grass-valley)** Bought by [Francisco Partners](https://millionrounds.com/fund/francisco-partners) **Undisclosed** Jun 2011 **[Grass Valley](https://millionrounds.com/company/grass-valley)** Bought by Technicolor **$172M** Dec 2001 An exit counts when it came after the firm's first round in the company. From historical deal records. New fund on file **$1.4B** raised in Oct 2026 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Seed Series A Series B Median round joined **$22M** the round, not its cheque Alone, median **$36M** Led 0 of 2 rounds **0%** - **Sole investor:** 1 rounds - **Last cheque:** Jan 2004 - **Exits:** 3 from the portfolio Rounds by stage said on their site - Series D *1* - Venture *1* - Seed said *-* - Series A said *-* - Series B said *-* - Growth said *-* Cheques by year Led Joined 2001 2004 **Pitching Lazard?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Lazard ### What does Lazard invest in? Lazard invests most often at Series D and Venture (100% of the rounds on record), in sectors such as Advice, Asset Management and Banking. ### How active is Lazard? 2 investments on record, 0 of them in the last 12 months. The most recent was in Jan 2004. ### How big are Lazard's cheques? The median round it joins is $22M. ### Is Lazard investing now? No investments in the last 12 months; the latest was in Jan 2004. ### What kind of investor is Lazard? Lazard is an advisor based in New York, United States. ### Has Lazard raised a new fund? Its latest fund filing with the SEC was in Oct 2026, reporting $1.4B raised. ### When was Lazard founded? Lazard was founded in 1848. ### Where does this information on Lazard come from? From public registers and its own website, checked and rebuilt every night. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM 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=lazard-eurazeo) · [Is this your firm? 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