Private Equity - What kind of fund is $3bil AUM?
What kind of fund is a PE with $3bil AUM? Its not considered as a megafund right?
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is that the firm or the fund? because there might be multiple funds of different vintages counted under that AUM...
Nope, that is not considered a megafund. Look at PE funds like Carlyle group and Blackstone who have around $100B under management +/- a couple of $billion
so what would it be called? Boutique? MM?
It's a middle- market PE fund. When you think of a boutique PE shop, you think of AUM in the millions range with some as low as $5-10 million and as much as a couple of hundred million. Low billions start to be a middle market.
if they've raised billions of dollars that they are looking to deploy, their deal size would be at least a little bigger than MM, i would think. someone correct me if i'm wrong.
Well, it's not like they are investing all $3 billion that they raised in one deal. And I have talked with several PE professionals who have around $3-5 billion AUM, mostly new funds in the real estate space, that are investing $100 million in debt pieces, $150 million in a hotel property. These are typical. And these are middle-market deal sizes
that's probably considered a mid-sized fund. the terminology i think more reflects the average size of the equity investment that the fund is targeting, not necessarily the fund size, although the two tend to be highly correlated. i also don't agree that you need to look at carlyle's and blackstone's AUMs as guidelines for what mega fund status. a large portion of those AUMs are not PE.
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