Private Market View

Palm Beach Capital

PE / buyout · West Palm Beach, Florida

AUM
$935.1M
Portfolio companies
1
Recorded deals
138
14 in last 12M
Last investment

Key facts

  • Palm Beach Capital is a private equity firm based in West Palm Beach, Florida with 1 tracked portfolio company.
  • Notable positions include Mbi Companies.
  • Palm Beach Capital has 4 funds on record, raising $529.5M across the 4 that report a size.

About Palm Beach Capital

Founded in 2001, Palm Beach Capital is a private equity firm based in West Palm Beach, Florida. The firm seeks to invest in companies operating in the asset-light services, distribution, business process outsourcing, healthcare, infrastructure, transportation, business services, logistics, and value-added distributors sectors.

Registered with the SEC

Form ADV · 2026-03 · CRD 159611
Regulatory AUM
Private fund assets
$998.8M
Private funds
15 · 15 private equity
Staff
11
Registered office
WEST PALM BEACH, FL
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PALM BEACH CAPITAL MANAGEMENT III, LLC).

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Portfolio, priced

1 companies · by our current valuations
CompanyValuationRole
Mbi Companies

Funds

4 recorded
  • Palm Beach Capital Fund VI, L.P.2023$278.9M
  • PALM BEACH CAPITAL FUND V, L.P.2020$132.4M
  • Palm Beach Capital Fund IV, L.P.2015$49.4M
  • Palm Beach Capital Fund III, L.P.2010$68.8M

$529.5M raised across the 4 funds that report a size

Frequently asked

What companies does Palm Beach Capital invest in?
Palm Beach Capital has 1 recorded portfolio companies, including Mbi Companies.
What is Palm Beach Capital's AUM?
Palm Beach Capital manages approximately $935.1M in assets.