# SMH Private Equity Group: portfolio, investments and team > SMH Private Equity Group is a hedge fund based in United States. 4 investments on record, latest Jul 2010. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/smh-private-equity-group (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # SMH Private Equity Group No cheque observed since Jul 2010, after 4 earlier cheques, and the website is dead. Dormant New fund $11M, Nov 2011 Hedge fund Series B Series C Series F Database Incubators Venture Capital & Private Equity Cheques on record **0%** of best year **0** **cheques in 12 months**, 4 on record Since the last cheque **5943** days **00** hrs **00** min **00** sec Median round **$9.5M** Rounds led **0 of 4** Exits **1 from the portfolio** Pitch SMH Private Equity Group ## SMH Private Equity Group highlights - 01 4 rounds on record - 02 Mostly Series B and Series C: 50% of its rounds - 03 1 exits from the portfolio ## What they do - **Type:** Hedge fund (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Database Incubators Venture Capital & Private Equity - **Based in:** Houston, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **4 appearances** - **2010** 1 round - **Jul** **[Zilliant](https://millionrounds.com/company/zilliant)** Venture · US · bizjournals.com **$13M** With 3 others - **2007** 1 round - **Nov** **[Zilliant](https://millionrounds.com/company/zilliant)** Series F · US · en.newspeg.com **$4.0M** With 6 others - **2005** 1 round - **Jul** **[RigNet](https://millionrounds.com/company/rignet)** Series C · US **$6.0M** With 1 other - **2003** 1 round - **Feb** **[Lombardi Software](https://millionrounds.com/company/lombardi-software)** Series B · US **$13M** With 2 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 **2 named** CD **Charles Davis** Charles Davis is a Managing Member of SMH Private Equity Group GP III, L.P., the General Partner i Filing they signed JN **James Newell** James Newell is a Managing Member of SMH Private Equity Group GP III, L.P., the General Partner i Filing they signed We also hold **2** 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 **1 in all** **[Lombardi Software](https://millionrounds.com/company/lombardi-software)** Bought by [IBM (International Business Machines)](https://millionrounds.com/fund/ibm-international-business-machines) **Undisclosed** Dec 2009 An exit counts when it came after the firm's first round in the company. From historical deal records. New fund on file **$11M** raised in Nov 2011 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Series B Series C Series F Median round joined **$9.5M** the round, not its cheque Led 0 of 4 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Jul 2010 - **Exits:** 1 from the portfolio Rounds by stage said on their site - Series B *1* - Series C *1* - Series F *1* - Venture *1* Cheques by year Led Joined 2003 2010 Often in the room with - [Austin Ventures](https://millionrounds.com/fund/austin-ventures) 3 - [Trellis Partners](https://millionrounds.com/fund/trellis-partners) 2 **Pitching SMH Private Equity Group?** 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 SMH Private Equity Group. A count of rooms they were both in, not a relationship either has claimed. [**Austin Ventures** VC firm **3** rounds together](https://millionrounds.com/fund/austin-ventures)[**Trellis Partners** Investment firm **2** rounds together](https://millionrounds.com/fund/trellis-partners) ## Quick answers about SMH Private Equity Group ### What does SMH Private Equity Group invest in? SMH Private Equity Group invests most often at Series B and Series C (50% of the rounds on record), in sectors such as Database, Incubators and Venture Capital & Private Equity. ### How active is SMH Private Equity Group? 4 investments on record, 0 of them in the last 12 months. The most recent was in Jul 2010. ### How big are SMH Private Equity Group's cheques? The median round it joins is $9.5M. ### Is SMH Private Equity Group investing now? It looks quiet: no investment on record since Jul 2010. ### Who does SMH Private Equity Group invest alongside? Most often Austin Ventures (3 rounds together) and Trellis Partners (2 rounds together). ### What kind of investor is SMH Private Equity Group? SMH Private Equity Group is a hedge fund based in Houston, United States. ### Has SMH Private Equity Group raised a new fund? Its latest fund filing with the SEC was in Nov 2011, reporting $11M raised. ### Where does this information on SMH Private Equity Group come from? From 2 articles and filings naming it in a round, 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=smh-private-equity-group) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=smh-private-equity-group)