Apax Partners Us, Llc
- Regulatory AUM
- $768M
- Discretionary
- $768M
- Clients
- 5
- Avg AUM / client
- $154M
- Accounts
- 5
- Employees
- 133
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $768M | 100.0% |
| Other investment advisers | 0 | $0 | — |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $89.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Apax Us Vii, L.P. | Private Equity Fund | Cayman Islands | $89.6M | 58 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Shelter Insurance Employees Retirement Plan Shelter Mutual Insurance Company | 2024 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nathoo, Salim | Investment Committee Member | Jan 2005 (22y) | Less than 5% | |
| Cresswell, Simon, Bernard | General Counsel | Apr 2011 (15y) | Less than 5% | |
| Gruss, Ralf | Coo | Jul 2012 (14y) | Less than 5% | |
| Sillitoe, Andrew, Paul | Investment Committee Member | Jan 2014 (13y) | Less than 5% | |
| Butcher, Sarah, Mary | Chief Compliance Officer | Feb 2015 (12y) | Less than 5% | |
| Mackenzie, Roy | Partner/Investment Committee Member | Feb 2016 (11y) | Less than 5% | |
| Patel, Bharat | Global Head Of Finance/Cfo | Apr 2021 (5y) | Less than 5% | |
| Truwit, Mitchell, Loeb | Ceo | Apr 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Apax Partners Inc. | Member | Apr 2005 | A | 75% or more |
| Apax Partners Us Holdings Ltd. | Shareholder | Apr 2005 | B | ≈ 56.25% – 100% via Apax Partners Inc. |
| Apax Partners Llp | Shareholder | Jul 2008 | B | ≈ 42.19% – 100% via Apax Partners Us Holdings Ltd. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Apax Partners Us Holdings Ltd.: 75% – 100% of Apax Partners Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Apax Partners Llp: 75% – 100% of Apax Partners Us Holdings Ltd. × 75% – 100% of Apax Partners Inc. × 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 (1, $89.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Apax Us Vii, L.P. | Private Equity Fund | $89.6M | $0 | 58 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Shelter Insurance Employees Retirement Plan | Shelter Mutual Insurance Company | 1,459 | $596M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 2.12 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
- • Other fees
- • PERFORMANCE ALLOCATION
Services
- • Portfolio management for pooled investment vehicles
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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗