Partnership approach
We seek to build lasting partnerships underpinned by trust and credibility, both with investment partners and management teams.
Our Firm
Founded in 2005, StocktiX is a leading private equity investment firm majority owned by its employees.
Who we are
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.


What we value
Our consistent focus and longstanding commitment to key fundamental principles.
We seek to build lasting partnerships underpinned by trust and credibility, both with investment partners and management teams.
People drive successful investing, which is why we seek to attract and invest with the best and brightest.
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.
We invest meaningful portions of our net worth in every investment we make, so we only succeed when our investment partnerships succeed.
We are committed to building an enduring franchise, embedding an appropriately long-term orientation into all our investment decisions.
We do what’s right, without question — and we look for others who demonstrate the same character, both in colleagues and investment partners.



Our offerings
We access North American private equity opportunities with a long-term approach to private markets investing.
Platform
Fund commitments and co-investments engineered as one integrated platform.
Regulatory compliance
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.