StocktiX office

Our Firm

Relentless pursuit of investment excellence

Founded in 2005, StocktiX is a leading private equity investment firm majority owned by its employees.

Who we are

It’s what drives us.

StocktiX, founded in 2005, is a leading private equity investment firm majority owned by its employees that makes investments in North American small and middle market companies through a combination of buyout funds and direct equity co-investments.

We are an entrepreneurial business, focused on supporting talented managers and management teams who build sustainable, growing companies.

Our mission is to take a rigorous and disciplined approach to investment sourcing and selection, intentional portfolio construction and prudent risk management, all applied with a long-term focus.

Founded in 2005, StocktiX is a leading boutique private equity firm with $4.9 billion in capital raised since inception. Our Firm is solely focused on investing in North American small and middle market companies through a combination of buyout funds and direct equity co-investments, leveraging our senior management team’s 110+ years of combined experience in our target markets.

Corporate headquarters exterior
Partnership discussion

What we value

Principles that guide our team

Our consistent focus and longstanding commitment to key fundamental principles.

Partnership approach

We seek to build lasting partnerships underpinned by trust and credibility, both with investment partners and management teams.

People first

People drive successful investing, which is why we seek to attract and invest with the best and brightest.

Focused strategy

Our singular focus on the North American small and middle market buyout universe has allowed us to develop deep expertise across strategies, sectors, and market cycles.

Unwavering alignment

We invest meaningful portions of our net worth in every investment we make, so we only succeed when our investment partnerships succeed.

Long-term focus

We are committed to building an enduring franchise, embedding an appropriately long-term orientation into all our investment decisions.

Uncompromising integrity

We do what’s right, without question — and we look for others who demonstrate the same character, both in colleagues and investment partners.

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Finance desk
Strategy session
Financial district towers

Platform

Built for the North American buyout continuum

Fund commitments and co-investments engineered as one integrated platform.

Our approach

Regulatory compliance

Certificates & entity information

SEC qualification certificate
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Entity information

  • Company Name: StocktiX Ltd.
  • Registered Address: 370 17th St, Denver, CO 80202, United States
  • Entity Type: Colorado Profit Corporation
  • Authorized Shares: 1,000,000 Common Shares
  • Fiscal Year End: December 31

U.S. SEC securities regulatory qualification

  • SEC CIK Code: 0002047686
  • IRS Tax No: 332172473
  • SEC File No: 021-531557
  • Filing Type: Type D (Private Placement Exemption)
  • Legal Basis: U.S. Securities Act of 1933
  • Effective Date: 2024-12-10

Compliance: Strictly abide by anti-fraud provisions, with true, complete and non-misleading information disclosure. Dual supervision by U.S. state government and federal SEC; qualifications are publicly verifiable.

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