About Financial Partners
Financial Partners is a private equity firm based in New York, NY. Since September 2016 it has filed Form D notices for two funds. The largest, Financial Partners Fund II, LP, reported $70.0M raised from 3 investors.
Funds
Financial Partners has two funds on file with the SEC, which have reported $79.7M raised.
Funds (SEC Form D)
| Fund | First filed | Amount raised | Target | Investors |
|---|---|---|---|---|
| Financial Partners Affiliates Fund II, LPPrivate equity fund · 3(c)(7) · Form D ↗ | May 9, 2018 | $9,750,000 | $9,750,000 | 15 |
| Financial Partners Fund II, LPPrivate equity fund · 3(c)(7) · Form D/A ↗ | Sep 9, 2016 | $70,000,000Sep 2016: $0 Sep 2017: $70.0M | $250,000,000 | 3 |
Amounts and investor counts come from each fund's latest Form D or amendment; the dated lines under an amount show what earlier filings reported. "Not set" means the fund did not give a target. Form D does not report returns.
Portfolio Companies
Companies where a Financial Partners partner sits on the board, according to the company's own Form D. A board seat usually comes with an investment, but Form D does not list investors.
| Company | Location | Financial Partners director | On the board | Latest raise |
|---|---|---|---|---|
| Benefitbay Inc. | Kansas City, MO | Daniel Kittredge | 2026 | $17.5M ↗May 2026 |
People
Partners and officers named on Financial Partners's fund filings.
Sources
- SECEvery Form D filing behind this page is linked in the tables above.