Overview
Paine Schwartz Partners, LLC (“PSP” or the “Firm”), a Delaware limited liability company, provides
investment advisory services to pooled investment vehicles, related parallel funds, alternative investment
vehicles and other specially formed investment vehicles (each, a “Fund” or a “Client”) that make private
equity investments. The Funds are not registered under the Investment Company Act of 1940, as amended
(the “Investment Company Act”), and their securities are not registered under the Securities Act of 1933,
as amended (the “Securities Act”).
PSP provides investment advisory services directly to the Funds and not individually to investors in the
Funds. Services to the Funds include identifying, evaluating, structuring and negotiating prospective
investments, managing and monitoring portfolio companies and advising the Funds with respect to
disposition opportunities. An affiliate of PSP generally serves
as the general partner (or similar managing
body) of each Fund.
The Funds’ private equity investments focus on management-led corporate acquisitions, recapitalizations
and company expansion programs. The Firm focuses on the food and agribusiness industry although there
are a few portfolio companies in other industries.
PSP generally provides investment advisory services to the Funds through separate advisory agreements
(each, an “Advisory Agreement”) tailored to the specific needs of each Fund as may be necessary,
appropriate or negotiated on a case-by-case basis.
The Firm was formed in 2006 and is owned by an entity whose owners are W. Dexter Paine, III, Kevin M.
Schwartz and Angelos J. Dassios. The Firm is managed by Messrs. Schwartz, Dassios and Paine.
As of December 31, 2023, PSP managed client assets totaling approximately $5.8 billion, all of which is
managed on a discretionary basis.