Karis Capital Partners

What Karis Capital Partners does

Karis Capital Partners, LLC is a privately held financial advisory firm headquartered in Stamford, Connecticut, founded in 2006 by Kevin Keady. The firm provides advisory and capital raising services to alternative asset managers, including private equity funds and direct investment sponsors, targeting institutional limited partners such as endowments, foundations, insurance companies, financial institutions, family offices, and investment consultants. Since inception, the firm reports executing more than 25 assignments representing aggregate capital of more than $3 billion, delivered through a four-phase engagement model: due diligence, marketing materials preparation, investor outreach and road show execution, and closing coordination. The practice is deliberately small, with the firm publicly limiting the number of concurrent assignments to preserve senior-level attention.

The firm operates under a transaction-fee revenue model tied to successful capital raises, with no publicly disclosed pricing or fee schedule. It is associated with Pickwick Capital Partners, LLC, a FINRA/SIPC member broker-dealer with over 120 registered bankers and advisors, through which securities-related services are delivered. This affiliation provides regulatory infrastructure and supplemental deal sourcing, while Karis itself functions as an independent boutique led by two named Managing Directors, Kevin Keady and Gregory Neumann, whose combined capital markets experience exceeds 57 years across Credit Suisse, Morgan Stanley, Deutsche Asset Management, Auriel Capital, and Alstra Capital. The firm has no disclosed technology platform, AI/ML capabilities, software products, or recurring SaaS revenue; value is delivered entirely through senior advisory labor.

Karis targets two parallel segments: (1) alternative asset GPs and private equity fund managers seeking institutional capital, who are the paying clients, and (2) institutional LPs who are the end-investor destinations for placed capital. The GTM motion is enterprise field sales, built on direct relationship development with GP decision-makers and leveraged by decades-old CIO and consultant relationships held by the partners. Marketing and demand generation appear to flow primarily through professional referrals and the Pickwick Capital Partners network rather than through paid channels or content marketing.

Name

Karis Capital Partners

Legal name

Karis Capital Partners, LLC

Website

https://kariscp.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Karis Capital Partners is a Stamford, CT-based boutique financial advisory firm founded in 2006 that raises institutional capital for alternative asset managers and private equity funds. Two Managing Directors deliver due diligence, marketing, and fundraising execution on a transaction-fee basis.

Ownership category

akta.pro rank

Product category

Capital Raising Advisory

NAICS

Miscellaneous Intermediation (52391), Investment Banking and Securities Intermediation (523150)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

akta.pro secondary industries

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Capital raising advisory
• Private equity fundraising
• Alternative asset advisory
• Institutional investor outreach
• Fund placement services

Headquarters

HQ city

Stamford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Advisory and Capital Raising Fees: Provides advisory services for capital raising assignments. Revenue is derived from advisory fees related to successful capital raising for alternative asset managers including private equity funds and direct investments.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Karis Capital Partners provides advisory and capital raising services to alternative asset managers, private equity funds, and direct investment sponsors. Engagements span four integrated phases—due diligence on management teams and strategies, hands-on creation of marketing documents (teasers, presentations, PPMs, due diligence questionnaires, data rooms), systematic execution of institutional limited partner outreach and road shows, and closing/post-closing coordination. The firm operates in association with Pickwick Capital Partners, LLC, a FINRA member broker-dealer with over 120 registered bankers.

Product overview

Karis Capital Partners, LLC is a financial advisory firm that provides a unified suite of advisory and capital raising services to alternative asset managers, private equity funds, and direct investment sponsors. Rather than offering distinct software products, the firm delivers its services through four integrated advisory phases: Due Diligence (comprehensive vetting of management teams and investment strategies, including identification of strengths/weaknesses and development of marketing plans and catalyst investor lists), Materials Preparation (hands-on creation of all marketing documents including teasers, marketing presentations, private placement memoranda, due diligence questionnaires, and data room design), Execution (systematic qualifying, contacting, and securing of meetings with potential limited partners, including coordination of road shows and ongoing LP communications), and Closing (assistance with partnership document negotiations and coordination of closing and post-closing activities). The firm operates in partnership with Pickwick Capital Partners, LLC, a FINRA member broker-dealer with over 120 registered bankers and advisors, limiting its number of assignments to ensure quality representation and active client interaction.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory and Capital Raising Services

Named customers6 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Pickwick Capital Partners, LLCcoreStrategic or Co-development PartnerKaris Capital Partners is associated with Pickwick Capital Partners, LLC, a middle market investment bank and FINRA/SIPC member broker-dealer with over 120 associated registered bankers and advisors. Services are provided through Pickwick Capital Partners. The relationship provides access to additional banker/advisor resources and regulatory infrastructure.

Scale indicators3 records

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Houlihan Lokey: Houlihan Lokey is a global investment bank with a dedicated Financial Sponsors and Alternatives group that advises GPs on fundraising and capital solutions. It overlaps with KCP in serving alternative asset managers but offers broader advisory capabilities.
• Lazard: Lazard's Private Capital Advisory group advises GPs on fundraising, fund formation, and LP relationship strategy. While much broader than KCP, it competes in the same institutional capital introduction space for alternative asset managers.
• PJT Partners: PJT Partners provides advisory and fundraising services to alternative asset managers through its Strategic Capital and Fund Formation practices. It competes with KCP for capital raising mandates, particularly for larger and more complex fundraises.
• Evercore: Evercore provides capital advisory services to private equity and alternative asset managers, including fundraising support. As a bulge-bracket advisor, it competes with KCP primarily for larger GP clients with international fundraising needs.
• Morgan Stanley Private Fund Group: Morgan Stanley's Private Fund Group provides capital raising and secondary advisory services for private equity and alternative funds. As a bulge-bracket incumbent, it competes with KCP at the larger end of the GP market with substantially greater distribution scale.

Emerging players

• iCapital Network: iCapital is a financial technology platform that connects institutional and high-net-worth investors with alternative investment funds. While technology-enabled rather than relationship-driven, it addresses a similar capital introduction problem between GPs and institutional allocators that KCP serves.

Others

• ACA Compliance Group: ACA is a governance, risk, and compliance firm serving the alternative investment industry. It is comparable to KCP's institutional investor clientele (GPs and LPs) and supports due diligence workflows that KCP helps GPs prepare for — an adjacent ecosystem participant.

Direct peers

• Eaton Partners: Eaton Partners is a placement agent and capital introduction advisor focused on private equity, private credit, real estate, and hedge funds. It is the most direct competitor to KCP, serving middle-market GPs seeking institutional LP capital with similar targeted institutional buyer relationships.
• Monument Group: Monument Group is a placement agent focused on alternative investments including private equity, private credit, real assets, and hedge funds. It directly competes with KCP for institutional capital introduction mandates from mid-sized alternative asset managers.
• Park Hill (BlackRock): Park Hill, a division of BlackRock, is one of the largest private fund placement agents globally. It serves a comparable role to KCP — raising capital from institutional investors for alternative asset managers — though at significantly larger scale and with broader product coverage.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/karis-capital-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Karis Capital Partners