# Palm Beach Capital: portfolio, investments and team > Palm Beach Capital is a private equity based in United States. 5 investments on record, latest Oct 2014. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/palm-beach-capital (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Palm Beach Capital Filed with the SEC to raise a fund in Mar 2024, closing $279M. Last cheque observed Oct 2014. Email Private equity Quiet Last fund $279M, Mar 2024 Growth Buyout Healthcare Business_services Logistics Follow Palm Beach Capital and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fpalm-beach-capital) Cheques on record **0%** of best year **0** **cheques in 12 months**, 5 on record Since the last cheque **4415** days **00** hrs **00** min **00** sec Median round **$5.2M** Rounds led **0 of 5** Sole investor **4 rounds** Mostly in **United States, 100%** Pitch Palm Beach Capital ## 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:** Growth Buyout - **Sectors:** Healthcare Business_services Logistics - **Based in:** West Palm Beach, United States - **Cold pitches:** Not accepted ## The record Every round we can evidence, newest first **5 appearances** - **2014** 1 round - **Oct** **[Harold Levinson Associates](https://millionrounds.com/company/harold-levinson-associates)** US **Undisclosed** Sole investor - **2012** 1 round - **Sept** **[MyUS.com](https://millionrounds.com/company/myus-com)** US · finsmes.com **Undisclosed** With 1 other - **2011** 1 round - **Jan** **[Digital Domain Holdings](https://millionrounds.com/company/digital-domain-holdings)** Series A · US · businesswire.com **Undisclosed** Sole investor - **2005** 2 rounds - **Oct** **[Insurance Technologies](https://millionrounds.com/company/insurance-technologies)** Venture · US · insurancetechnologies.com **$5.4M** Sole investor - **Sept** **[Amtec](https://millionrounds.com/company/amtec)** Venture · US · business.highbeam.com **$5.0M** 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 **10 named** AP **Adam P. Klein** CFO of PBC GP III, LLC, the general partner i Filing they signed CS **Christopher Stephen Felder** Chief Compliance Officer/Chief Executive Officer i Form ADV EJ **Effie J. Tzirtziropoulos** Chief Financial Officer i Filing they signed ET **Effie T. Lachman** Chief Financial Officer i Filing they signed JW **James William Harpel** Manager of PBC GP IV, LLC, the general partner i Filing they signed MJ **Michael J. Chalhub** Manager of PBC GP IV, LLC, the general partner i Filing they signed ML **Michael Leroy Schmickle** Manager of Ultimate GP, the general partner of the General Partner i Filing they signed NS **Nathan Shawn Ward** Manager of Ultimate GP, the general partner of the General Partner i Filing they signed SP **Scott P. Long** Vice President of PBC GP III, LLC, the general partner i Filing they signed SL **Shaun Lancer Mcgruder** Manager 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.) i Filing 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 **$999M** assets it manages Oct 2026 **Registered** investment adviser full 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 equity* 110 investors $232M - Palm Beach Capital Fund V, L.P. *Private equity* 48 investors $173M - Palm Beach Capital Fund IV *Private equity* 64 investors $98M - Palm Beach Capital Fund III, L.P. *Private equity* 63 investors $73M - Palm Beach Capital Fund VI Parallel, L.P. *Private equity* 15 investors $50M - HLA Co-Investors, L.P. *Private equity* 23 investors $38M - PBC PAPE Dawson Co-Investors Feeder, L.P. *Private equity* 20 investors $26M - PBC VI Principals Fund, L.P. *Private equity* 10 investors $18M - PBC V Principals Fund L.P. *Private equity* 5 investors $15M - Blue TEAM Co-Investors L.P. *Private equity* 12 investors $14M And 5 more on the filing. Latest fund on file **$279M** raised in Mar 2024 From its SEC filing. Nothing newer is on file yet. ## The cheque Growth Buyout Median round joined **$5.2M** the round, not its cheque Alone, median **$5.2M** Led 0 of 5 rounds **0%** - **Sole investor:** 4 rounds - **Last cheque:** Oct 2014 Rounds by stage said on their site - Venture *2* - Series A *1* - Growth said *-* - Buyout said *-* Cheques by year Led Joined 2005 2014 **Pitching Palm Beach Capital?** 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 Palm Beach Capital ### 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. ### How active is Palm Beach Capital? 5 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2014. ### How big are Palm Beach Capital's cheques? The median round it joins is $5.2M. ### Does Palm Beach Capital lead rounds? Rarely, if at all: none of its 5 investments on record names it as the lead. ### Where does Palm Beach Capital invest? Most of the companies it backs are in the United States (100%). ### Is Palm Beach Capital investing now? No investments in the last 12 months; the latest was in Oct 2014. ### What kind of investor is Palm Beach Capital? Palm Beach Capital is a private equity firm based in West Palm Beach, United States. ### How much does Palm Beach Capital manage? About $999M, as regulatory assets under management (Oct 2026). ## 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. 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