BPEA Private Equity

• ·BPEA Private Equity is a fund of funds based in Boston, Massachusetts with 2 tracked portfolio companies.
• ·Notable positions include Sword Health, Ria Health.
• ·BPEA Private Equity has 3 funds on record, raising $1.9B across the 3 that report a size.
• ·The team roster lists 2 people.
• ·BPEA Private Equity reports $194.9M in regulatory assets under management across 14 private funds, per its SEC Form ADV (2026-03).

BPEA Private Equity is a fund of funds based in Boston, Massachusetts. Established in 2002, the firm provides private equity solutions, separate accounts, and investment programs primarily focused on small and middle-market buyouts and growth opportunities. It seeks to invest in managers and companies in sectors that it knows well. The assets are managed by the executive management team.

Regulatory AUM

$194.9M

Private fund assets

$2.1B

Private funds

14 · 14 private equity

Staff

19

Registered office

BOSTON, MA

SEC status

Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC).

• BPEA Private Equity Fund IX, SCSp2024$231.7M
• BPEA Private Equity Fund IX (No.2), SCSp2024$1.6B
• BPEA Private Equity Fund VIII Co-investment L.P.2022$18.9M

What companies does BPEA Private Equity invest in?

BPEA Private Equity has 2 recorded portfolio companies, including Sword Health, Ria Health.

What is BPEA Private Equity's AUM?

BPEA Private Equity manages approximately $2K in assets.