PEStore

Growth Equity

Coefficient Capital

Coefficient Capital takes minority stakes in growing companies, usually without full control, from New York, New York. It states a focus on consumer & retail.

Capital raised$686macross 3 SEC-filed vehicles
Most recent fund2023filing since 2018
HeadquartersNew York, New York
Stated fund size$500 Million

SEC filings

What Coefficient Capital has raised

From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.

Vehicles filed3
Total capital raised$686m
Largest single vehicle$286m
Filing history2018 to 2023
Smallest accepted commitmentNone stated
Filed fromNEW YORK

Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.

Regulatory record

How Coefficient Capital is registered

From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.

Adviser statusExempt reporting adviser
Regulatory assets under managementNot reported by an ERA
Private funds advised6 · $692m gross
SEC adviser numberCRD 299097

An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.

Valuation context

Transaction values in Consumer & Retail

What companies have actually sold for in consumer & retail, across 837 recorded transactions.

Median consideration$90m
Middle 50%$25m-$280m
Revenue multiple1.2×
EBITDA multiple8.05×

The full consumer & retail picture - most active acquirers, recent transactions and every investor in the sector.

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Comparable investors

Similar mandates

Other growth equity investors active in consumer & retail.