Round2 Investment Partners

Name

Round2 Investment Partners

Legal name

Round2 Investment Partners, LLC

Website

https://round2ny.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Private Equity Investment Management

NAICS

All Other Financial Investment Activities (52399), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Secondaries Co-Investments & Annex Funds (FSANAFAF)

akta.pro secondary industries

LP Secondaries — Growth Equity Funds (FSAHALAC), Secondary Directs / Synthetic Secondaries (Preferred Equity, Structured, Strip Sales) (FSANAFAC)

Keywords

• Private equity investments
• Secondary transactions
• Direct equity investments
• Co-investment opportunities
• Private investment firm

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others

Revenue model

1. Private Equity Investment Returns: Round2 generates returns through private equity secondary transactions and direct equity investments alongside top-tier private equity firms. Revenue is derived from carried interest and management fees typical of private equity fund structures.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Round2 Investment Partners is a private investment firm that sources and executes private equity investments across multiple strategies, focusing on secondary transactions and direct equity co-investments alongside top-tier private equity firms. The firm provides institutional and qualified investors with proprietary deal flow, capital markets insight, and direct industry due diligence, leveraging the co-founders' combined decades of private equity experience.

Product overview

Round2 Investment Partners is a private equity investment firm established in 2023 by Craig Klosk and Jonathan Roth. The firm focuses exclusively on private investments across the entire private equity landscape, executing on secondary and direct equity opportunities alongside top-tier private equity firms. The company does not offer technology products or SaaS offerings; its primary service is private equity investment management, providing access to private and public capital market insights, proprietary deal flow, and direct industry due diligence for institutional investors. The firm is not organized as a platform-plus-modules architecture but rather as a traditional private equity partnership with an investment team and advisory board.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Equity Co-Investment Program Private equity investment program offering institutional and qualified investors access to secondary transactions and direct equity co-investment opportunities alongside top-tier private equity firms, supported by proprietary deal flow, capital markets insight, and direct industry due diligence. Targeted at pension funds, endowments, foundations, family offices, and a sophisticated base of PE founders, hedge fund leaders, and CEOs.

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves5 records

Expansion highlights3 records

Regional players

• Wicks Capital Partners: Co-founder Craig Klosk's prior middle-market private equity firm ($1.5B deployed across 38 platforms) — illustrates the direct-investing pedigree and relationships that Round2 will leverage, though operating in a different strategy (control buyouts vs. secondaries/co-invests).

Direct peers

• Lexington Partners: One of the largest dedicated private equity secondary and fund-investment platforms globally, transacting both LP-stake and GP-led secondaries alongside direct co-investments — the most direct comparable to Round2's strategy.
• AlpInvest Partners: Large-scale secondaries, co-investment and primary PE investor (Carlyle-affiliated) — operates a strategy highly analogous to Round2's secondary-plus-direct model.
• HarbourVest Partners: Global private markets investment manager active across secondaries, co-investment and primary fund commitments — competes for the same institutional LP capital as Round2.
• StepStone Group: Global private markets investment firm with dedicated secondaries, co-investment and fund-of-funds capabilities — direct competitive overlap with Round2 across secondaries and direct equity.
• Ardian: Major European-headquartered secondary-investment platform with broad secondaries, co-investment and primary fund-of-funds offerings — direct overlap with Round2's co-investment and secondary mandate.
• Abbott Capital Management: Co-founder Jonathan Roth's prior firm; built diversified private equity portfolios using secondaries, primaries and co-investments for 100+ institutional clients — a near-clone of Round2's stated strategy and the most institutional blueprint for Round2's target scale.
• Coller Capital: Pure-play PE secondaries manager known for large LP-stake and GP-led continuation transactions; competes head-to-head with Round2 for secondary deal flow.

Emerging players

• Industry Ventures: Specialist secondary and direct-investment manager focused on the venture capital segment of private equity; relevant comparable for Round2's secondary-and-direct mandate, albeit narrower scope.

Others

• Evercore (Private Equity Advisory): Senior Associate Timothy Coletta's prior firm, which advises on GP-led secondary transactions; comparable as an ecosystem participant and counterparty in the secondary market, though not a competing investment manager.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/round2ny

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

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

M&A

Investments1 record

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

Frequently asked questions about Round2 Investment Partners