Private EquityRIA · CRD 311156SEC-RegisteredPrivate Fund Adviser

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Recognize Partners

Recognize Partners is an SEC-registered investment adviser in New York, NY, registered since 2022.

Recognize Partners logo

Recognize Partners

Recognize Partners is an SEC-registered investment adviser in New York, NY, registered since 2022. The firm manages approximately $3.3 billion in regulatory assets. It has 25 employees and 15 investment advisers.

General information

Firm type

Private Equity

Year founded

AUM

$3.3B+ (per the firm, as of 3/31/2026)

Location

Region

North America

Country

United States

City

New York

Corporate office

540 Madison Avenue, 2nd Floor, New York, NY 10022

Principals

Frank D'Souza

Co-Founder & Managing Partner

David H. Wasserman

Co-Founder & Managing Partner

Charles Phillips

Co-Founder & Managing Partner

Rajeev Mehta

Co-Founder and Senior Advisor

Sector focus

Enterprise SoftwareCybersecurityData & AnalyticsCloud ServicesAI/MLComplianceHuman Capital ManagementMarketing & Information ServicesLegal ServicesCommerce

Frequently asked questions

Who runs investment decisions at Recognize?

Three co-founders hold the Managing Partner title: Charles Phillips, Frank D'Souza, and David Wasserman. The firm discloses no separate Chief Investment Officer or investment committee chair — indicating decisions sit with the founding group. Rajeev Mehta, Cognizant's former President, serves as Co-Founder and Senior Advisor but is not listed as a Managing Partner.

Does Recognize operate as a single-sector specialist?

Yes. Recognize invests exclusively in technology services companies — product engineering, cybersecurity, cloud services, digital operations, and adjacent verticals. The firm calls this a one-sector strategy and does not maintain a product-company fund, credit strategy, or real-asset vehicle alongside its core private-equity funds.

How does Recognize's operating team actually engage with portfolio companies?

Recognize employs a dedicated value-creation unit of operating principals and advisors who embed inside portfolio companies post-close. Named operating professionals include Soumya Dash, Pallav Garg, and Saleem Janmohamed. The firm's website quotes portfolio CEOs describing the team as hands-on in areas like human capital, culture building, and integration during M&A roll-ups.

What was the last fund Recognize raised, and what size?

Recognize Partners Fund II closed at $1.7 billion in June 2025 (per the firm). The fund advanced the existing strategy of acquiring and scaling digital services businesses — identical to the Fund I mandate. Total AUM stood at $3.3B+ as of March 2026.

Does the firm make minority investments alongside other sponsors?

Yes. While Recognize typically targets control positions, it also takes significant minority stakes. Portfolio company 2X is a recent example: Recognize initially invested in the marketing-as-a-service platform, and Insight Partners later led a strategic minority round in March 2025 with Recognize retaining its exposure.

Where does Recognize maintain offices, and what does the geographic footprint signal?

Headquarters are at 540 Madison Avenue, New York. The firm also has an India office led by Partner and Head of India Operations Muthu Kumaran. The India presence supports a model that frequently involves global delivery and engineering talent — a structural advantage for a firm whose portfolio companies sell offshore-resourced services.

What is the relationship between Recognize and the co-founders' prior operating roles?

The link is direct. Charles Phillips was President of Oracle and later Chairman of Infor. Frank D'Souza co-founded Cognizant and took it from startup to a Fortune 200 services giant. Rajeev Mehta served as Cognizant's President. David Wasserman founded Long Ridge Equity Partners, which also invested in tech-enabled services. Recognize was built to deploy the same operating playbooks, not just capital.

Profile maintained by 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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