otherRIA · CRD 334337SEC-RegisteredPrivate Fund Adviser

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Stocktix

Founded in 2005, StocktiX is a leading boutique private equity firm with $4.9 billion in capital raised since inception. The firm is solely focused on...

Stocktix

Founded in 2005, StocktiX is a leading boutique private equity firm with $4.9 billion in capital raised since inception. The firm is solely focused on investing in North American small and middle market companies through a combination of buyout funds and direct equity co-investments. It offers investors three complementary strategies across a continuum of the buyout market, combining fund investments with direct equity co-investments in a single fund structure.

General information

Firm type

other

Year founded

2005

Principals

Rudy Bernard

Vice President

Maggie Brett

Associate

Joe Bryant

Accounting Associate

David Castillo-Moreira

Analyst

Olivia Chen

Senior Accounting Associate

Molly Fallon

Associate, Data Analytics

Dan Finan

Principal

Brian Gallagher

Partner

Ellie Howland

Associate

Matt Klinger

Partner

Patrick Lanigan

Partner

Amanda Mala

Office Manager

Peter Morin

Associate, Investor Relations

Thomas Natanek

Vice President, Information Technology

Daniel Paredes

Associate, Investor Relations

MaryJane Pempek

Partner, Chief Financial Officer & Chief Compliance Officer

F. Matthew Petronzio

Partner

Kevin Rzepczynski

Senior Associate

Zach Schneider

Partner

Julie Shevlin

Assistant Controller

Rebecca Tomaszewski

Partner & Controller

Brad Wrege

Principal

Vincent William Valentine

Chief Strategy Officer

Emilio Estrada

Risk Operations

Evelyn Gonzalez

Client Relations Specialist

Sector focus

Media & Entertainment

Frequently asked questions

How does Stocktix differ from existing secondary ticket marketplaces?

Existing platforms like StubHub or Vivid Seats operate as listing services where a seller posts an ask and waits for a buyer. Stocktix structures tickets as tradable instruments with continuous two-sided quotes, implying a market-maker or matching-engine model rather than a classifieds model. This introduces the possibility of short-selling event exposure or hedging ticket inventory — concepts absent from current resale markets.

What partnerships or integrations does Stocktix need to operate?

A liquid ticket market requires API-level integration with primary ticketing systems — Ticketmaster, AXS, Eventbrite — to verify barcode authenticity and transfer ownership at settlement. It also requires relationships with licensed brokers who hold ticket inventory. The depth of these integrations determines whether the platform can achieve sufficient liquidity to attract speculators beyond the existing resale ecosystem.

Who are the likely competitors or adjacent models to Stocktix?

No direct competitor operates an exchange-model ticket market today. Adjacent models include prediction markets like Kalshi or Polymarket, which tokenize event outcomes rather than access rights, and fractional ownership platforms like Rally or Collectable, which securitize physical assets. Stocktix occupies a unique intersection of event-based derivatives and consumer asset tokenization.

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