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RFE Investment

RFE Investment acquires controlling stakes in established, profitable businesses, from Westport, CT.

Capital raised$245macross 2 SEC-filed vehicles
Most recent fund2024filing since 2018
HeadquartersWestport, CT
Stated fund size800 million

Stated investment criteria

What RFE Investment says it buys

Read from RFE Investment’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.

Revenue it states$25m to $100m1
EBITDA it states$3m to $15m1
People listed on its team page92

A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. RFE Investment states that it takes majority or outright ownership. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by RFE Investment to consider any particular business, and nothing on this page is represented as being for sale.

SEC filings

What RFE Investment 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 filed2
Total capital raised$245m
Largest single vehicle$190m
Filing history2018 to 2024
Smallest accepted commitmentNone stated
Filed fromCONNECTICUT

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 RFE Investment is registered

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

Adviser statusSEC registered
Regulatory assets under management$913m
Employees17
Private funds advised7 · $949m gross
SEC adviser numberCRD 160360

Portfolio

Disclosed holdings

Companies RFE Investment lists on its own website. No investment years are published.

CompanyInvestedYears heldRecorded transaction
BryteBridge
Foundation Group
LaunchPad Home Group
Veransa Group

Compiled from RFE Investment’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.

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