AUMdb

Pine Brook Road Advisors, L.P.

SEC-registered Investment Adviser CRD 162247 · SEC file 802-122332 · · WWW.PINEBROOKPARTNERS.COM
☆ Save with Pro ADV data as of May 29, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$4.2B $5.8B
Mar 13, 2018 May 6, 2021

Reported AUM from Form ADV filings, plotted by filing date · as of May 29, 2026

Private funds (10)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.0B combined gross assets

FundTypeDomicileGross assetsOwners
Pine Brook Capital Partners Ii, L.P. Venture Capital Fund Delaware $1.8B 246
Pine Brook Feal Intermediate, L.P. Venture Capital Fund Cayman Islands $107M 8
Pine Brook Capital Partners, L.P. master Venture Capital Fund Delaware $68.4M 71
Pine Brook Bxp Ii Intermediate, L.P. Venture Capital Fund Delaware $30.7M 3
Pine Brook Bxp Intermediate, L.P. Venture Capital Fund Delaware $18.3M 3
Pine Brook Capital Partners (Ssp), L.P. Venture Capital Fund Delaware $12.1M 3
Pine Brook Capital Partners (Cayman), L.P. Venture Capital Fund Cayman Islands $5.2M 11
Pbcp Feeder, L.P. feeder Venture Capital Fund Delaware $5.1M 96
Pbcp Ii (Co Invest), L.P. Venture Capital Fund Delaware $2.6M 2
Pine Brook Capital Partners (Ssp Offshore) Ii, L.P. Venture Capital Fund Cayman Islands $43.3K 3

People (10)

NameRole / titleCredentialsWith firm sinceOwnership
Chavkin, Arnold, Larry Controlling Shareholder Of Chavkin Management Corporation Jan 1990 (37y) ≈ 3.75% – 10% via Chavkin Management Corporation
Newman, Howard, Herman Chairman, Chief Executive Officer May 2007 (19y) 75% or more
Gantz, Joseph, Malcolm Trustee For Jack Gantz Irrevocable Trust #2 Exempt Jan 2008 (19y) GP / trustee / elected manager of Jack Gantz Irrevocable Trust #2 Exempt (indirect)
Spiegel, William, Larry Limited Partner Of Pine Brook Road Associates Lp Jan 2008 (19y) 10% – 25%
Mcmahon, Michael, Edward Trustee For The Michael E. Mcmahon Master Trust Jan 2010 (17y) GP / trustee / elected manager of Michael E. Mcmahon Master Trust (indirect)
Aube, Richard, Alan Limited Partner Of Pine Brook Road Advisors Lp Oct 2011 (15y) 10% – 25%
Sharko, Emily, Copland Owner Of Pbra (Cayman) Company Nov 2018 (8y) 10% – 25%
Maa, Ted, T Executive Vice President Feb 2019 (8y) Less than 5%
Laforge, Walter, Dana Executive Vice President Jun 2020 (6y) Less than 5%
Stukov, Elan, Nmn Chief Compliance Officer And Chief Financial Officer Apr 2021 (5y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Zehm Family Llc Limited Partner Of Pine Brook Road Associates Lp Jan 2008 A 25% – 50%
Jg No. 9 Llc Limited Partner Of Pine Brook Road Associates Lp Jan 2008 A 10% – 25%
Michael E. Mcmahon Master Trust Limited Partner Of Pine Brook Road Associates Lp Jan 2010 A 10% – 25%
Mach A Llc Limited Partner Of Pine Brook Road Associates Ii Lp Dec 2012 A 10% – 25%
Chavkin Management Corporation Limited Partner Of Pine Brook Road Associates Lp Feb 2008 A 5% – 10%
Pbra Gp Feeder Lp Limited Partner Of Pine Brook Road Associates Lp Jan 2011 A 5% – 10%
Pbra Gp Feeder Ii Lp Limited Partner Of Pine Brook Road Associates Ii Lp Dec 2012 A 5% – 10%
Pbra Llc General Partner Of Pine Brook Road Advisors Lp Dec 2007 A Less than 5%
Jack Gantz Irrevocable Trust #2 Exempt Sole Owner Of Jg No. 9 Llc Jan 2008 B ≈ 7.5% – 25% via Jg No. 9 Llc
The Howard H. Newman 2004 Trust Zeena Maura Owner Of Zehm Family Llc Jan 2008 B ≈ 6.25% – 25% via Zehm Family Llc
The Howard H. Newman 2004 Trust Elizabeth Newman Owner Of Zehm Family Llc Jan 2008 B ≈ 6.25% – 25% via Zehm Family Llc
Pbra, Llc General Partner Of Pbra Gp Feeder Ii Lp Dec 2012 B GP / trustee / elected manager of Pbra Gp Feeder Ii Lp (indirect)

Estimated effective ownership (look-through of filed bands):

  • Chavkin, Arnold, Larry: 75% – 100% of Chavkin Management Corporation × 5% – 10% direct ≈ 3.75% – 10% of the firm
  • Jack Gantz Irrevocable Trust #2 Exempt: 75% – 100% of Jg No. 9 Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
  • The Howard H. Newman 2004 Trust Zeena Maura: 25% – 50% of Zehm Family Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
  • The Howard H. Newman 2004 Trust Elizabeth Newman: 25% – 50% of Zehm Family Llc × 25% – 50% direct ≈ 6.25% – 25% 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 (10, $2.0B gross assets)

FundTypeGross assetsMin. investmentOwners
Pine Brook Capital Partners Ii, L.P. Venture Capital Fund $1.8B $10.0M 246
Pine Brook Feal Intermediate, L.P. Venture Capital Fund $107M $5.0M 8
Pine Brook Capital Partners, L.P. Venture Capital Fund $68.4M $10.0M 71
Pine Brook Bxp Ii Intermediate, L.P. Venture Capital Fund $30.7M $13.3M 3
Pine Brook Bxp Intermediate, L.P. Venture Capital Fund $18.3M $16.6M 3
Pine Brook Capital Partners (Ssp), L.P. Venture Capital Fund $12.1M $200M 3
Pine Brook Capital Partners (Cayman), L.P. Venture Capital Fund $5.2M $10.0M 11
Pbcp Feeder, L.P. Venture Capital Fund $5.1M $10.0M 96
Pbcp Ii (Co Invest), L.P. Venture Capital Fund $2.6M $100M 2
Pine Brook Capital Partners (Ssp Offshore) Ii, L.P. Venture Capital Fund $43.3K $200M 3

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/29/2026 2.28 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

Not reported.

Custody

Firm reports it does not have 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: May 29, 2026.

View current Form ADV (SEC/IAPD) ↗