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AssuredPartners
AssuredPartners is an SEC-registered investment adviser in Tampa, FL, registered since 2019. The firm manages approximately $3.9 billion in regulatory assets.
AssuredPartners
AssuredPartners is an SEC-registered investment adviser in Tampa, FL, registered since 2019. The firm manages approximately $3.9 billion in regulatory assets. It has 58 employees and 38 investment advisers.
General information
Firm type
Asset Manager
Year founded
2011
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Orlando, FL, United States
Principals
Jim Henderson
Chairman
Tom Riley
President
Randy Larsen
CEO
Sector focus
Frequently asked questions
Who owns AssuredPartners, and how does its capital structure work?
AssuredPartners is jointly owned by private equity firm GTCR and company management since early 2023, when Apax Partners sold its remaining stake. GTCR seeded the platform in 2011 alongside founder Jim Henderson and has maintained a controlling interest through multiple recapitalizations. The firm uses acquisition financing — revolving credit facilities and term loans — to fund its continuous roll-up of independent insurance agencies.
What happened with Apax Partners' exit from AssuredPartners?
Apax Partners acquired a majority stake in AssuredPartners in 2015, valuing the firm at roughly $4.5 billion. In 2019, GTCR reacquired a significant minority interest alongside Apax, and in early 2023, Apax sold its remaining stake to a consortium led by GTCR and AssuredPartners management. This marked the end of Apax's eight-year involvement and consolidated control under GTCR and the operating team.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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