AE Industrial Partners
Private equityBoca Raton Β· GrowthβLate Stage
Investment thesis
AE Industrial Partners pursues a focused, thematic investment strategy concentrated in its target markets, notably aerospace and defense. It selects investment themes it believes offer strong growth potential and backs companies with differentiated capabilities and defensible market positions. The firm balances organic and acquisition-based growth to drive long-term value, emphasizing partnership and alignment among the firm, management teams, and investors. It highlights integrity, a track record of closing deals, and support for portfolio company culture, offering strategic, operational, and technical resources alongside an experienced advisory board. Its approach is deliberately flexible, adapting to the unique characteristics of each investment and the needs of all stakeholders.
Source: firm website, verified Aug 6, 2026.
What they invest in
from 2 of 57 portfolio companiesDefense Tech Γ1Hardware Γ1IoT Γ1Space Tech Γ1
HQs:United StatesΓ4
Investments Β· 57 tracked
founders shown can be your intro pathFirefly Aerospace develops and operates space launch vehicles, lunar landers, and orbital spacecraft for commercial and government missions.
HardwareSpace Tech<UNKNOWN>, US
Thomas Markusic(Director)Jason Kim(Chief Executive Officer)Russell Shea Ferring(Senior Vice President and Chief Technical Officer)Daniel Fermon(Senior Vice President and Chief Operating Officer)Darren Ma(Senior Vice President and Chief Financial Officer)David Wheeler(Senior Vice President, General Counsel and Secretary)
Denver, US
Dirk Wallinger(Director)Robert Assenmacher(Director)Willam Bonner(Director)Brad Wilford(Director)
Manufacturer and supply chain manager of highly engineered consumable repair products for the aerospace engine aftermarket.
Provider of aircraft component maintenance, repair, and overhaul (MRO) services across critical aerospace systems.
Regional air cargo carrier providing critical air infrastructure for integrated logistics across North America; based in Provo, Utah.
Full-service fire and life safety services platform offering design, installation, servicing, training and consulting.
Specialty provider of IT modernization, business transformation and mission support services for the U.S.
Specialty materials manufacturer of critical chemicals for U.S.
Provider of complex composite components, assemblies, engineering, and tooling for aerospace, defense, and space markets.
Provider of specialty services and staffing solutions for industrial/oil & gas, power generation, and transmission & distribution markets.
Military aftermarket supply chain management provider covering distribution, kitting, logistics, and repair management.
Mission-critical products platform and leading domestic manufacturer of high-purity hydrazine for national security applications.
Provider of mission-critical technology services in cloud, cyber, and software development to U.S.
Provider of engineering, design, architecture and project support services to the energy and chemicals markets.
OEM and provider of aviation, manufacturing, and MRO services to government/defense, firefighting, construction, and oil & gas; based in Aurora, Oregon.
Leader in unmanned and autonomous technology developing advanced platforms and sensors; headquartered in San Luis Obispo, California.
Developer of launch and in-space vehicles and services, including LEO launch and lunar lander offerings; headquartered in Cedar Park, TX.
Provider of financing solutions for the business aircraft market, with over $3.5 billion in originations.
Engineering and technical services provider specializing in defense systems, naval architecture, cybersecurity, and logistics.
Aerospace aftermarket business providing new parts, surplus material and technical services to airlines, MROs and lessors.
Producer of specialized powders for OEM and aftermarket aerospace, gas turbine, biomedical and industrial applications; based in Loveland, Ohio.
NYSE-listed (RDW) leader in space infrastructure with IP for solar power generation and in-space 3D printing/manufacturing.
Minnetonka, US
Todd Schroeder(Chief Executive Officer and Manager)Tom Adamson(Manager)Shane Slominski(Manager)Cary Musech(Manager)Tom Leahy(Manager)RAYMOND TORRES(Chief Executive Officer and Manager)
Space company developing the Dream Chaser commercial spaceplane and the LIFE habitat for a next-generation LEO space station.
ThayerMahan develops integrated maritime awareness and monitoring systems for defense and commercial offshore operations, addressing undersea environment challenges and regulatory compliance through engineered solutions.
Defense TechIoTMystic, US
John Kao(Director)Richard Hine(Executive Officer, Director)Mordecai Schaja(Director)Michael J Connor(Executive Officer, Director)
Provider of specialty mechanical solutions and building controls/analytics for critical HVAC and related systems.
Full-service MRO and FBO services provider at Wichita's Dwight D.
Fund performance Β· per public LP disclosures Β· 4
as of Jun 2025| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| AE Industrial Partners Fund III, L.P.LPs: Los Angeles County Employees Retirement Association, New Mexico Educational Retirement Board | 2023 | β | 29.6% | 1.49x | 0.09x |
| AE Industrial Partners Extended Value Fund, L.P.LPs: New Mexico Educational Retirement Board | 2021 | β | 0.2% | 1.01x | 0.78x |
| AE Industrial Partners Fund II, L.P.LPs: Los Angeles County Employees Retirement Association, New Mexico Educational Retirement Board, Contra Costa County Employees' Retirement Association | 2018 | β | β | 2.08x | 0.86x |
| AE Industrial Partners Fund I, L.P.LPs: New Mexico Educational Retirement Board | 2015 | β | 8.4% | 1.36x | 1.08x |
Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).
Frequently asked questions
- What stage does AE Industrial Partners invest at?
- AE Industrial Partners invests at the Growth, Late Stage stages.
- What sectors does AE Industrial Partners focus on?
- AE Industrial Partners focuses on Advanced Manufacturing, AI & Machine Learning, Cybersecurity, Defense Tech, Energy, New Materials, Space Tech.
- Where is AE Industrial Partners located?
- AE Industrial Partners is headquartered in Boca Raton, US.
Images
Similar investors
DCVC Bio is the life sciences investment arm of DCVC, backing companies that combine deep biology, engineering, and computation to advance medicine, agriculture, and sustainable materials.
DCVC (Data Collective) is a venture capital firm that backs founders building companies which apply technology to major challenges across areas such as energy, biotech, agriculture, and machine learning.
Geodesic Capital is a venture firm that invests in multi-stage technology companies and helps them expand into Asian markets, starting with Japan, through strategic guidance and market access.
Elmirate Capital is a Dubai-based investor deploying patient, conviction-led capital across defense, aerospace, quantum, energy, biology and frontier compute, backing founders, emerging fund managers and sovereign-aligned platforms.
Ultratech Capital Partners is an early-stage investor focused on critical technology essential to defense, infrastructure, energy security and supply chain sovereignty across Europe and the United States.