Bregal Investments, Inc.
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 285006
· SEC file 801-108649
· New York, NY
· WWW.BREGALENERGY.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $27.5B
- Discretionary
- $27.5B
- Clients
- 44
- Avg AUM / client
- $626M
- Accounts
- 44
- Employees
- 101
AUM over time
$11.1B
$27.5B
Nov 2016
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 44 | $27.5B | 100.0% |
Private funds (37)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $25.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cig Vii Lp | Private Equity Fund | Jersey | $5.0B | 1 |
| Cig V Lp | Private Equity Fund | Jersey | $4.1B | 4 |
| Cig Vi Lp | Private Equity Fund | Jersey | $3.6B | 1 |
| Bregal Sagemount Iv B Lp master | Private Equity Fund | Jersey | $1.2B | 99 |
| Bregal Private Equity Partners Vi Slp | Private Equity Fund | Jersey | $1.2B | 18 |
| Bregal Sagemount Iv Lp master | Private Equity Fund | Jersey | $1.2B | 61 |
| Bregal Private Equity Partners Vii Slp | Private Equity Fund | Jersey | $1.1B | 24 |
| Bregal Sagemount Iii Lp master | Private Equity Fund | Jersey | $956M | 42 |
| Bregal Private Equity Partners V Slp | Private Equity Fund | Jersey | $918M | 22 |
| Bregal Investments Iv L.P. | Private Equity Fund | Jersey | $696M | 19 |
| Bregal Private Equity Partners Iv L.P. | Private Equity Fund | Jersey | $654M | 21 |
| Bregal Sagemount Iv A Lp master | Private Equity Fund | Jersey | $624M | 52 |
| Bregal Partners Ii Lp master | Private Equity Fund | Jersey | $613M | 26 |
| Bregal Sagemount Ii Lp master | Private Equity Fund | Jersey | $535M | 35 |
| Bregal Sagemount Iii B Lp master | Private Equity Fund | Jersey | $427M | 43 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fishman, Ronald, Bruce | Tax Director | Oct 2004 (22y) | Less than 5% | |
| Riley, Michelle, Suzanne | Chief Compliance Officer/General Counsel | Dec 2007 (19y) | Less than 5% | |
| Cupit, Dwight, Nicholas | Chief Financial Officer | Jul 2015 (11y) | Less than 5% | |
| Richardson, Kevin, John | Finance Director | Sep 2021 (5y) | Less than 5% | |
| Wong, Amy, Nmn | Finance Director | Sep 2021 (5y) | Less than 5% | |
| Carrier, Alain, Nmn | Chief Executive Officer | Jan 2022 (5y) | Less than 5% | |
| Selwood, Ryan, T. | Chief Investment Officer | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bregal Investments London Limited | Owner | Dec 2015 | A | 75% or more |
| Cofra Holding Ag | Owner | Aug 2021 | B | ≈ 56.25% – 100% via Bregal Investments London Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cofra Holding Ag: 75% – 100% of Bregal Investments London Limited × 75% – 100% direct ≈ 56.25% – 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 (37, $25.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cig Vii Lp | Private Equity Fund | $5.0B | $5.0M | 1 |
| Cig V Lp | Private Equity Fund | $4.1B | $0 | 4 |
| Cig Vi Lp | Private Equity Fund | $3.6B | $5.0M | 1 |
| Bregal Sagemount Iv B Lp | Private Equity Fund | $1.2B | $5.0M | 99 |
| Bregal Private Equity Partners Vi Slp | Private Equity Fund | $1.2B | $5.0M | 18 |
| Bregal Sagemount Iv Lp | Private Equity Fund | $1.2B | $5.0M | 61 |
| Bregal Private Equity Partners Vii Slp | Private Equity Fund | $1.1B | $5.0M | 24 |
| Bregal Sagemount Iii Lp | Private Equity Fund | $956M | $20.0M | 42 |
| Bregal Private Equity Partners V Slp | Private Equity Fund | $918M | $5.0M | 22 |
| Bregal Investments Iv L.P. | Private Equity Fund | $696M | $5.0M | 19 |
| Bregal Private Equity Partners Iv L.P. | Private Equity Fund | $654M | $5.0M | 21 |
| Bregal Sagemount Iv A Lp | Private Equity Fund | $624M | $5.0M | 52 |
| Bregal Partners Ii Lp | Private Equity Fund | $613M | $5.0M | 26 |
| Bregal Sagemount Ii Lp | Private Equity Fund | $535M | $20.0M | 35 |
| Bregal Sagemount Iii B Lp | Private Equity Fund | $427M | $20.0M | 43 |
| Bregal Sagemount Credit Solutions L.P. | Private Equity Fund | $403M | $5.0M | 10 |
| Bregal Investments Iii L.P. | Private Equity Fund | $395M | $5.0M | 6 |
| Bregal Sagemount Iii A Lp | Private Equity Fund | $362M | $20.0M | 33 |
| Bregal Sagemount Credit Solutions O Lp | Private Equity Fund | $350M | $5.0M | 16 |
| Bregal Investments Ii L.P. | Private Equity Fund | $318M | $5.0M | 44 |
| Bregal Partners L.P. | Private Equity Fund | $246M | $5.0M | 11 |
| Bregal Sagemount Credit Opportunities Fund Ii Lp | Private Equity Fund | $162M | $10.0M | 38 |
| Bregal Sagemount Credit Opportunities Fund Ii O Lp | Private Equity Fund | $142M | $20.0M | 34 |
| Good Energies Ii L.P. | Private Equity Fund | $95.2M | $5.0M | 7 |
| Bregal Private Equity Partners Iii L.P. | Private Equity Fund | $91.2M | $5.0M | 19 |
Top 25 of 37 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 11.5 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
- • Other fees
- • REIMBURSEMENT OF EXPENSES ON A COST PLUS BASIS
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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗