# Primus Capital Partners: portfolio, investments and team > Primus Capital Partners is a private equity based in United States. 24 investments on record, latest Aug 2018. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/primus-capital-partners (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Primus Capital Partners Filed with the SEC to raise a fund in May 2026. Last cheque observed Aug 2018. Quiet New fund, May 2026 Private equity Seed Series A Series B Financial Services Finance Wellbeing Cheques on record **0%** of best year **0** **cheques in 12 months**, 24 on record Since the last cheque **2994** days **00** hrs **00** min **00** sec Median round **$45M** Rounds led **0 of 24** Sole investor **12 rounds** Exits **1 from the portfolio** Mostly in **United States, 74%** Pitch Primus Capital Partners ## Primus Capital Partners highlights - 01 24 rounds on record - 02 Mostly Venture and Series A: 61% of its rounds - 03 Sole investor in 12 rounds, median $1.5M - 04 1 exits from the portfolio ## What they do > Primus is a growth-oriented private equity firm focused on investing in leading healthcare, software, and technology-enabled companies. From their own website - **Type:** Private equity (from a list, unverified) - **Cheque size:** Not stated - **Stages:** Seed Series A Series B - **Sectors:** Financial Services Finance Wellbeing - **Based in:** Beachwood, United States - **Cold pitches:** Not accepted ## The record Every round we can evidence, newest first **24 appearances** - **2018** 1 round - **Aug** **[ClearCompany](https://millionrounds.com/company/clearcompany)** US · FinSMEs **$60M** Sole investor - **2016** 1 round - **Sept** **[Certona](https://millionrounds.com/company/certona)** US · FinSMEs **$30M** Sole investor - **2015** 2 rounds - **Aug** **[Proxibid](https://millionrounds.com/company/proxibid)** Venture · US **Undisclosed** Sole investor - **Apr** **[Forte Research Systems](https://millionrounds.com/company/forte-research-systems)** US **Undisclosed** Sole investor - **2014** 3 rounds - **Dec** **[SkillSurvey](https://millionrounds.com/company/skillsurvey)** US **Undisclosed** Sole investor - **Jun** **[Hyperwallet Systems Inc.](https://millionrounds.com/company/hyperwallet-systems-inc)** Venture · CA **Undisclosed** With 1 other - **Feb** **[Maven7](https://millionrounds.com/company/maven7)** Seed · HU **$740K** Sole investor - **2013** 1 round - **Jan** **[AxioMed Spine](https://millionrounds.com/company/axiomed-spine)** Series D · US · finsmes.com **$3.6M** With 4 others - **2012** 1 round - **Dec** **[iCatapult](https://millionrounds.com/company/icatapult)** Series A · HU **$1.9M** Sole investor - **2011** 1 round - **Sept** **[G2 Web Services](https://millionrounds.com/company/g2-web-services)** US · g2webservices.com **Undisclosed** Sole investor - **2010** 2 rounds - **Oct** **[AxioMed Spine](https://millionrounds.com/company/axiomed-spine)** Series D · US · onbiovc.com **$15M** With 6 others - **Jun** **[Comforce / CloudAgents](https://millionrounds.com/company/comforce-cloudagents)** Series A · HU **$1.5M** Sole investor - **2009** 1 round - **Apr** **[Intellio](https://millionrounds.com/company/intellio)** Venture · HU · securitysystemsnewseurope.com **$750K** Sole investor - **2008** 1 round - **Jan** **[Laboratory Partners](https://millionrounds.com/company/laboratory-partners)** Series D · US · deals.venturebeat.com **$16M** With 2 others - **2007** 1 round - **Aug** **[SPARTA Insurance](https://millionrounds.com/company/sparta-insurance)** Growth · US **$279M** With 4 others - **2006** 1 round - **Jun** **[Pegasus Tower Company](https://millionrounds.com/company/pegasus-tower-company)** Venture · US · pegasustower.com **$20M** With 1 other - **2005** 2 rounds - **Dec** **[CardioOptics](https://millionrounds.com/company/cardiooptics)** Series B · US **$21M** With 4 others - **Mar** **[NEBOTRADE](https://millionrounds.com/company/nebotrade)** Venture · HU **$300K** Sole investor - **2003** 1 round - **Feb** **[AxioMed Spine](https://millionrounds.com/company/axiomed-spine)** Series A · US **$2.8M** With 3 others - **2002** 1 round - **Oct** **[CardioOptics](https://millionrounds.com/company/cardiooptics)** Series A · US **$1.5M** With 2 others - **2001** 1 round - **Oct** **[InSiteOne](https://millionrounds.com/company/insiteone)** Series B · US **$10M** With 5 others - **2000** 2 rounds - **Apr** **[InSiteOne](https://millionrounds.com/company/insiteone)** Venture · US **Undisclosed** Sole investor - **Apr** **[Rotten Tomatoes](https://millionrounds.com/company/rotten-tomatoes)** Seed · US · startup-review.com **$1.0M** With 1 other - **1999** 1 round - **Nov** **[PlanSoft Corporation](https://millionrounds.com/company/plansoft-corporation)** Venture **$24M** With 4 others 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 **6 named** AC **Aaron C. Davis** Executive Officer, Promoter i Filing they signed CR **Christopher R. Welch** Executive Officer, Promoter i Filing they signed DE **Dominic Edward Offredo** Secretary, Treasurer, CFO, CCO i Form ADV JE **Jonathan E. Dick** Executive Officer, Promoter i Filing they signed PC **Phillip Carl Molner Ii** Executive Officer, Promoter i Filing they signed RC **Ronald C. Hess, Jr.** Executive Officer, Promoter i Filing they signed We also hold **25** 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 **$1.7B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Primus Capital Partners, Inc. - **SEC number:** CRD 156861 Funds on its Form ADV **7** private funds, **$1.8B** in gross assets · filed Aug 2024 - Primus Capital Fund VIII, L.P. *Private equity* 64 investors $766M - Primus Capital Fund IX, L.P. *Private equity* 67 investors $721M - Primus Capital Fund IX-A, L.P. *Private equity* 12 investors $165M - Primus Capital Fund VII, L.P. *Private equity* 47 investors $82M - Primus Capital Fund VI, L.P. *Private equity* 66 investors $30M - Primus Capital Fund V Limited Partnership *Private equity* 51 investors $14M - Primus Executive Fund V Limited Partnership *Private equity* 14 investors $919K ## What they claim to have backed From their own portfolio page (on their website) **0** of 1 we have independently watched raise Investor Portal 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. ## Exits from the portfolio Companies it backed that were later bought or listed **1 in all** **[InSiteOne](https://millionrounds.com/company/insiteone)** Bought by [Dell](https://millionrounds.com/fund/dell) **Undisclosed** Dec 2010 An exit counts when it came after the firm's first round in the company. From historical deal records. ## Companies it bought Acquisitions by the firm itself **TaxWise** **Undisclosed** Jul 2004 New fund on file **Raised** a new fund in May 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 **$45M** the round, not its cheque Alone, median **$1.5M** Led 0 of 24 rounds **0%** - **Sole investor:** 12 rounds - **Last cheque:** Aug 2018 - **Exits:** 1 from the portfolio Rounds by stage said on their site - Venture *7* - Series A said *4* - Series D *3* - Series B said *2* - Seed said *2* Cheques by year Led Joined 1999 2018 Often in the room with - [Reservoir Venture Partners](https://millionrounds.com/fund/reservoir-venture-partners) 3 - [Cardinal Partners](https://millionrounds.com/fund/cardinal-partners) 2 - [Early Stage Partners](https://millionrounds.com/fund/early-stage-partners) 2 - [Investor AB](https://millionrounds.com/fund/investor-ab) 2 - [MB Venture Partners](https://millionrounds.com/fund/mb-venture-partners) 2 - [Sequel Venture Partners](https://millionrounds.com/fund/sequel-venture-partners) 2 **Pitching Primus Capital Partners?** 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 *→* ## Who they invest alongside The investors most often in the same rounds as Primus Capital Partners. A count of rooms they were both in, not a relationship either has claimed. [**Reservoir Venture Partners** Growth equity **3** rounds together](https://millionrounds.com/fund/reservoir-venture-partners)[**Cardinal Partners** Investment bank **2** rounds together](https://millionrounds.com/fund/cardinal-partners)[**Early Stage Partners** VC firm **2** rounds together](https://millionrounds.com/fund/early-stage-partners)[**Investor AB** VC firm **2** rounds together](https://millionrounds.com/fund/investor-ab)[**MB Venture Partners** VC firm **2** rounds together](https://millionrounds.com/fund/mb-venture-partners)[**Sequel Venture Partners** VC firm **2** rounds together](https://millionrounds.com/fund/sequel-venture-partners)[**Thomas, McNerney & Partners** VC firm **2** rounds together](https://millionrounds.com/fund/thomas-mcnerney-and-partners) ## Recently backed The latest companies Primus Capital Partners put money into. [**ClearCompany** $60M · Aug 2018](https://millionrounds.com/company/clearcompany)[**Certona** $30M · Sept 2016](https://millionrounds.com/company/certona) ## Quick answers about Primus Capital Partners ### What does Primus Capital Partners invest in? Primus Capital Partners invests most often at Venture and Series A (61% of the rounds on record), in sectors such as Financial Services, Finance and Wellbeing. ### How active is Primus Capital Partners? 24 investments on record, 0 of them in the last 12 months. The most recent was in Aug 2018. ### What has Primus Capital Partners invested in recently? Its most recent investments on record: ClearCompany (Undisclosed round, Aug 2018) and Certona (Undisclosed round, Sept 2016). ### How big are Primus Capital Partners's cheques? The median round it joins is $45M. ### Does Primus Capital Partners lead rounds? Rarely, if at all: none of its 24 investments on record names it as the lead. ### Where does Primus Capital Partners invest? Most of the companies it backs are in the United States (74%) and Hungary (22%). ### Is Primus Capital Partners investing now? No investments in the last 12 months; the latest was in Aug 2018. ### Who does Primus Capital Partners invest alongside? Most often Reservoir Venture Partners (3 rounds together), Cardinal Partners (2 rounds together) and Early Stage Partners (2 rounds together). ## 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=primus-capital-partners) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=primus-capital-partners)