Aea Enterprise Partners Management Lp
- Regulatory AUM
- $3.5B
- Discretionary
- $3.5B
- Clients
- 4
- Avg AUM / client
- $870M
- Accounts
- 4
- Employees
- 157
AUM over time
Annual snapshots from Form ADV filings · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $3.5B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Aea Investors Sbf V Lp | Private Equity Fund | Cayman Islands | $1.3B | 110 |
| Aea Investors Sbf Iv Lp | Private Equity Fund | Cayman Islands | $1.2B | 116 |
| Aea Sbp Cf Lp | Private Equity Fund | Delaware | $544M | 57 |
| Aea Investors Small Business Fund Iii Lp | Private Equity Fund | Cayman Islands | $439M | 80 |
| Aea Investors Sbf V A Lp | Private Equity Fund | Delaware | $59.2M | 39 |
| Aea Investors Small Business Fund Ii Lp | Private Equity Fund | Delaware | $12.2M | 66 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Decillis, Steven, Edward | Vice President, Assistant Secretary & Treasurer | Apr 2011 (15y) | Less than 5% | |
| Burns, Barbara, Lynn | Chief Compliance Officer And Vice President | Jan 2013 (14y) | Less than 5% | |
| Carlson, Baron, James | Limited Partner | Jan 2014 (13y) | 5% – 10% | |
| Cozzi, John, Francis | Limited Partner | Jan 2014 (13y) | 5% – 10% | |
| Wilkinson, Alan, Walter | Limited Partner | Jan 2014 (13y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aea Investors Lp | Limited Partner | Aug 2017 | A | 75% or more |
| Aea Investors Sbf Gp Llc | General Partner | Jan 2014 | A | Less than 5% |
| Aea Investors Holdings Lp | Limited Partner Of Aea Investors Lp | Aug 2017 | B | ≈ 56.25% – 100% via Aea Investors Lp |
| Aea Adviser Holdings (Sbf) Lp | Limited Partner Of Aea Investors Holdings Lp | Aug 2017 | B | ≈ 42.19% – 100% via Aea Investors Holdings Lp |
| Aea Management Llc | General Partner Of (I) Aea Investors Holdings Lp, (Ii) Aea Investors Lp And (Iii) Aea Adviser Holdings (Sbf) Lp | Aug 2017 | B | GP / trustee / elected manager of Aea Investors Holdings Lp, Aea Investors Lp And Aea Adviser Holdings (Sbf) Lp (indirect) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Aea Investors Holdings Lp: 75% – 100% of Aea Investors Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Aea Adviser Holdings (Sbf) Lp: 75% – 100% of Aea Investors Holdings Lp × 75% – 100% of Aea Investors Lp × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $3.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Aea Investors Sbf V Lp | Private Equity Fund | $1.3B | $0 | 110 |
| Aea Investors Sbf Iv Lp | Private Equity Fund | $1.2B | $5.0M | 116 |
| Aea Sbp Cf Lp | Private Equity Fund | $544M | $0 | 57 |
| Aea Investors Small Business Fund Iii Lp | Private Equity Fund | $439M | $5.0M | 80 |
| Aea Investors Sbf V A Lp | Private Equity Fund | $59.2M | $0 | 39 |
| Aea Investors Small Business Fund Ii Lp | Private Equity Fund | $12.2M | $5.0M | 66 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 3.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗