United States · 
What does Palm Beach Capital invest in?
Palm Beach Capital invests most often at Venture and Series A (100% of the rounds on record), in sectors such as Healthcare, Business_services and Logistics.
Palm Beach Capital highlights
- 01
5 rounds on record
- 02
Mostly Venture and Series A: 100% of its rounds
- 03
Sole investor in 4 rounds, median $5.2M
What they do
Since 2001, Palm Beach Capital has been a leading private equity group focused on the capital needs of private, growth-oriented companies in the U.S. lower middle market.From their own website
- Type
- Private equity
- Cheque size
- Not stated
- Stages
- GrowthBuyout
- Sectors
- HealthcareBusiness_servicesLogistics
- Based in
- West Palm Beach, United States
- Cold pitches
- Not accepted
The record
Every round we can evidence, newest first5 appearances
- 2014
1 round
- Oct
- 2012
1 round
- Sept
- 2011
1 round
- Jan
- 2005
2 rounds
- Oct
- Sept
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 registration10 named
APAdam P. KleinCFO of PBC GP III, LLC, the general partneriFiling they signed
CSChristopher Stephen FelderChief Compliance Officer/Chief Executive OfficeriForm ADV
EJEffie J. TzirtziropoulosChief Financial OfficeriFiling they signed
ETEffie T. LachmanChief Financial OfficeriFiling they signed
JWJames William HarpelManager of PBC GP IV, LLC, the general partneriFiling they signed
MJMichael J. ChalhubManager of PBC GP IV, LLC, the general partneriFiling they signed
MLMichael Leroy SchmickleManager of Ultimate GP, the general partner of the General PartneriFiling they signed
NSNathan Shawn WardManager of Ultimate GP, the general partner of the General PartneriFiling they signed
SPScott P. LongVice President of PBC GP III, LLC, the general partneriFiling they signed
SLShaun Lancer McgruderManager of PBC GP VI, LLC (""Ultimate GP""), the general partner of Palm Beach Capital GP VI, L.P., the ""General Partner"" of Issuers (Palm Beach Capital Fund VI, L.P. & Palm Beach Capital Fund VI Parallel, L.P.)iFiling they signed
We also hold 19 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
$999Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- PALM Beach Capital Management III, LLC
- SEC number
- CRD 159611
Funds on its Form ADV
15 private funds, $749M in gross assets · filed Mar 2024
- Palm Beach Capital Fund VI, L.P.Private equity110 investors$232M
- Palm Beach Capital Fund V, L.P.Private equity48 investors$173M
- Palm Beach Capital Fund IVPrivate equity64 investors$98M
- Palm Beach Capital Fund III, L.P.Private equity63 investors$73M
- Palm Beach Capital Fund VI Parallel, L.P.Private equity15 investors$50M
- HLA Co-Investors, L.P.Private equity23 investors$38M
- PBC PAPE Dawson Co-Investors Feeder, L.P.Private equity20 investors$26M
- PBC VI Principals Fund, L.P.Private equity10 investors$18M
- PBC V Principals Fund L.P.Private equity5 investors$15M
- Blue TEAM Co-Investors L.P.Private equity12 investors$14M
And 5 more on the filing.