Single Family OfficeRIA · CRD 24142SEC-Registered

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SE Capital Partners

SE Capital Partners was established in 2001 by Jeffrey C. Kvam in Chicago. It functions as the dedicated private-equity vehicle for one undisclosed family and...

SE Capital Partners logo

SE Capital Partners

SE Capital Partners was established in 2001 by Jeffrey C. Kvam in Chicago. It functions as the dedicated private-equity vehicle for one undisclosed family and maintains a single-office footprint at 110 North Wacker Drive. The firm executes control investments in services-oriented companies. It deploys across Healthcare Services, Industrial Tech, FinTech, InsurTech, and Enterprise Software. Transactions take the form of direct co-investments and SPVs. Geographic reach stays inside North America. Co-investment activity has included Berggruen Holdings through the BSECP partnership formed with Nicolas Berggruen. Team size and AUM remain undisclosed. Brad A. Bernstein serves as Senior Advisor while holding the role of Vice Chair of the USF Foundation Investment Committee. Paul O. Mulvaney is listed as Partner. No operational events from the last 24 months appear in public records. The single-family mandate creates a structural difference from multi-family offices or fund-of-funds vehicles. Capital decisions rest with the family principals rather than external limited partners, allowing longer hold periods without fundraising cycles.

General information

Firm type

Single Family Office

Year founded

2001

Location

Region

North America

Country

United States

City

Chicago

Corporate office

110 N Wacker Dr, Suite 3750, Chicago, IL 60606, United States

Principals

Jeffrey C. Kvam

Founding Partner

Paul O. Mulvaney

Partner

Brad A. Bernstein

Senior Advisor

Sector focus

Healthcare ServicesIndustrial TechWorkflow AutomationData AnalyticsHRTechMobility & TransportationSupply Chain & LogisticsRegTechLegalTechFinTechInsurTechCybersecurityEnterprise Software

Frequently asked questions

Who runs investment decisions at SE Capital Partners?

Jeffrey C. Kvam serves as Founding Partner. Paul O. Mulvaney acts as Partner. Brad A. Bernstein participates as Senior Advisor.

Does SE Capital Partners participate in fund commitments or only direct deals?

The firm uses direct co-investments and SPVs. It does not commit to external funds.

What investment stages does SE Capital Partners typically target?

The firm focuses on buyout transactions with change-of-control. Target enterprise values range from $15 million to $100 million.

How is SE Capital Partners related to Berggruen Holdings?

The two entities formed the Berggruen/SE Capital Holdings, L.P. partnership for co-investment activity.

Where does the underlying wealth come from?

The source remains undisclosed beyond the description of a single multi-billion-dollar family.

Does SE Capital Partners maintain philanthropic structures?

Brad A. Bernstein serves as Vice Chair and Investment Committee Chair of the USF Foundation.

What sectors does SE Capital Partners explicitly target?

Confirmed focuses include Healthcare Services, Industrial Tech, FinTech, InsurTech, Cybersecurity, and Enterprise Software.

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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