Marlin Heritage Overview
- Fund Type
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Buyout
- Fund Status
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Fully Invested
- Fund Manager
- Marlin Equity Pa...
- Size
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$410M
- Vintage
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2014
- Dry Powder
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Marlin Heritage General Information
Description
Marlin Heritage is a 2014 vintage buyout fund managed by Marlin Equity Partners. The fund is based in Hermosa Beach, California and invests in Western Europe and North America. It targets investments in the software sector.
Contact Information
Fund Manager's Location
- 1301 Manhattan Avenue
- Hermosa Beach, CA 90254
- United States
Marlin Heritage Investments (37)
Marlin Heritage has made a total of 37 investments. Its most recent deal was a with LifeSize. The deal was made on 02-Mar-2020.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
|---|---|---|---|---|---|---|
| LifeSize | 02-Mar-2020 | Communication Software | Generating Revenue | |||
| StarCompliance | 12-Jan-2020 | Business/Productivity Software | Generating Revenue | |||
| Revenue Well Systems | 23-Dec-2019 | Other Healthcare Technology Systems | Generating Revenue | |||
| Puzzel | 03-May-2019 | Communication Software | Profitable | |||
| Skuid | 16-Apr-2019 | Buyout/LBO | Software Development Applications | Generating Revenue |
Marlin Heritage Investment Strategy
Investments by Industry
Investments by Deal Type
Marlin Heritage Limited Partners (11)
Alaska Permanent Fund is one of Marlin Heritage’s 11 limited partners. Its latest Original was on 28-Mar-2014.
| Limited Partner Name | Type | Status | Commitment | Date | Commitment Type |
|---|---|---|---|---|---|
| Alaska Permanent Fund | Current | 28-Mar-2014 | Original | ||
| Colorado Public Employees' Retirement Association | Current | 28-Mar-2014 | Original | ||
| Colorado School Division Pension | Current | 28-Mar-2014 | Original | ||
| Industriens Pensionsforsikring | Current | 28-Mar-2014 | Original | ||
| John D. and Catherine T. MacArthur Foundation | Foundation | Current | 28-Mar-2014 | Original |
Marlin Heritage Returns Data
The below charts are illustrative of the type of graphical data available to our clients and do not represent live data.
IRR (%)
DPI (x)
RVPI (x)
TVPI (x)
Marlin Heritage Returns History
| Period | Contribution (by all LPs) | Dry Powder | Distribution (to all LPs) | NAV | Total Fund Distr+NAV | IRR | DPI | RVPI | TVPI | Dry Powder % |
|---|
Marlin Heritage Benchmark (52)
| Fund Name | Fund Type | Vintage | IRR | Quartile | As of Date |
|---|---|---|---|---|---|
| Webster Capital III | 31-Dec-2023 | ||||
| HarbourVest Global Annual Private Equity Fund | 31-Jan-2025 | ||||
| Private Equity Investment Fund VI | |||||
| Adams Street 2014 Non-U.S. Developed Markets Fund | 31-Mar-2018 | ||||
| ICONIQ Strategic Partners | |||||
| XPV Water Fund II | 31-Dec-2016 | ||||
| GF Capital Private Equity Fund II | |||||
| EJF Specialty Finance Opportunities Fund | |||||
| Accel-KKR Growth Capital Partners II | 31-Dec-2024 | ||||
| Aterian Investment Partners II |
Marlin Heritage FAQs
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What is Marlin Heritage?
Marlin Heritage is a 2014 vintage buyout fund managed by Marlin Equity Partners.
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Who manages Marlin Heritage?
Marlin Heritage is managed by Marlin Equity Partners.
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Where is Marlin Heritage domiciled?
Marlin Heritage is domiciled in United States: Delaware.
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What is Marlin Heritage's size?
Marlin Heritage has a size of $410M.
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What type of fund is Marlin Heritage?
The fund type of Marlin Heritage is Buyout.
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What is the status of Marlin Heritage?
Marlin Heritage is fully invested.
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What has Marlin Heritage invested in?
Marlin Heritage has made numerous investments in companies like LifeSize, StarCompliance, and Revenue Well Systems within the Communication Software, Business/Productivity Software, and Healthcare Technology Systems industries.
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What has Marlin Heritage invested in recently?
Marlin Heritage's latest investment was on 02-Mar-2020 in LifeSize, a company within the Communication Software industry.
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