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AE Industrial Partners

Private equity

Boca Raton · Growth–Late Stage · 1 people tracked

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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 25, 2026.

Stage
Growth–Late Stage
HQ
Boca Raton, Florida, US
Instruments
Equity
Founded
2015
AUM
$7.7B
Tracked investments
54

Team · 1 people

from public directories

What they invest in

from 30 of 54 portfolio companies

Hardware ×14Defense Tech ×13Advanced Manufacturing ×10AI & Machine Learning ×6Space Tech ×6Energy ×5Deep Tech ×4Logistics & Supply Chain ×4

HQs:United States×15

Investments · 54 tracked

founders shown can be your intro path

By year:2025 · 12023 · 12021 · 12018 · 12016 · 12015 · 16 dated

Firefly Aerospacefireflyspace.comin𝕏NASDAQ: FLY✓ verified

Firefly Aerospace is a space and defense technology company that builds small- to medium-lift launch vehicles, lunar landers, and orbital spacecraft, and provides mission services including responsive launch, in-space maneuverability, space domain awareness, and lunar delivery.

Deep TechDefense TechHardwareSpace TechLeander, US

Thomas Markusic(Director)inThomas E. Markusic(Chief Executive Officer and Director)Eric Salwan(Founder)inJason Kim(Chief Executive Officer; Board Member)Russell Shea Ferring(Senior Vice President and Chief Technical Officer)Daniel Fermon(Senior Vice President and Chief Operating Officer)

Co-investorsCapital FactoryNoosphere VenturesRepublic Capital (ex Republic Labs)Rpm Ventures Iii Management, L.L.C.BGW Ventures

York Space Systemsyorkspacesystems.comNYSE: YSSJan 2015

Denver, US

Dirk Wallinger(Director)

BoardRobert Assenmacher(Director)Willam Bonner(Director)Brad Wilford(Director)

Co-investorsCentral Texas Angel NetworkRepublic Capital (ex Republic Labs)

AIM MROaimmro.com✓ verified

AIM MRO manufactures nickel and cobalt-based diffusion repair products, sheet metal details, part-protection masking, and vapor coating products, and provides material management and repair-development support for the gas turbine industry.

Advanced ManufacturingHardwareLogistics & Supply Chain

Co-investorsBoeing HorizonX Ventures

Capella Spacespacenews.comin𝕏✓ verified

Rocketdyne is a space propulsion, power and electronics supplier that makes launch-vehicle engines (including the RL10 upper-stage engine), spacecraft propulsion, reaction-control thrusters, avionics, secure communications equipment and nuclear power systems for national security, civil and commercial space customers.

Defense TechHardwareMedia & EntertainmentSpace TechMelbourne, US

Kristin Houston(Chief Executive Officer)

Co-investorsBeyond Earth VenturesBooz Allen VenturesDCVC (Data Collective)First Spark Ventures, LlcWayfinder VenturesWealthing VC Club

Fortem Technologiesfortemtech.comin𝕏Jan 2018✓ verified

Fortem Technologies builds counter-unmanned aerial systems (C-UAS), including TrueView radars, DroneHunter interceptors, and SkyDome Manager software, integrated into the end-to-end SkyDome System for detecting and defeating unauthorized drones.

AI & Machine LearningDefense TechHardwareRoboticsPleasant Grove, US

Timothy Bean(Executive Officer, Director)Adam Robertson(Executive Officer, Director)

BoardMatt Ocko(Director)inEd Cluss(Director)inIbrahim Ajami(Director)

Co-investorsDCVC (Data Collective)Signia Venture PartnersCapital FactoryKyber Knight CapitalNew Ground VenturesLockheed Martin Ventures

Air Transport Components (ATC)

Provider of aircraft component maintenance, repair, and overhaul (MRO) services across critical aerospace systems.

Alpine

Regional air cargo carrier providing critical air infrastructure for integrated logistics across North America; based in Provo, Utah.

Alpine Airalpine-air.comin

Alpine Air Express operates a cargo airline using a FAA-approved cargo conversion of the Beechcraft 1900D aircraft to carry freight for shipping clients such as UPS, USPS, and Amazon.

HardwareLogistics & Supply Chain

Co-investorsBoeing HorizonX Ventures

Altus

Full-service fire and life safety services platform offering design, installation, servicing, training and consulting.

Altusfirealtusfire.com

Altus Fire & Life Safety is a full-service platform providing design, engineering, installation, and servicing of fire alarm, fire suppression, and life safety systems, along with training, consulting, and crisis management services.

Enterprise SoftwareHardware

Ambit

Specialty provider of IT modernization, business transformation and mission support services for the U.S.

American Pacific Corporation

Specialty materials manufacturer of critical chemicals for U.S.

Co-investorsBoeing HorizonX Ventures

Ampacampac.us

American Pacific Corporation is a specialty materials manufacturer producing critical chemicals for U.S. military and space programs as well as clean fire extinguishing agents for the fire protection industry.

Defense TechNew MaterialsSpace TechCedar City, US

Applied Compositesappliedcomposites.com

Applied Composites manufactures engineered primary and secondary composite structures and tooling for fixed and rotary wing aircraft.

Advanced ManufacturingDefense TechNew Materials

Co-investorsBoeing HorizonX Ventures

Atcphxatcphx.com

ATC provides aerospace component repair services, including work on engine mounts, structural components, tracks, carriages, and hydraulics, along with engineered DER solutions and a rotatable parts inventory.

Advanced ManufacturingHardware

Belcanbelcan.comin𝕏

Belcan is a global supplier of design, software, manufacturing, supply chain, IT, and digital engineering services for the aerospace, defense, space, government, automotive, and industrial markets.

Advanced ManufacturingDefense TechEnterprise Software

Co-investorsBoeing HorizonX Ventures

BHI Energy

Provider of specialty services and staffing solutions for industrial/oil & gas, power generation, and transmission & distribution markets.

Bhienergybhienergy.comin

BHI Energy provides energy infrastructure services including renewables (solar and wind maintenance), specialty welding, and industry training.

CleantechEnergy

Dean Magliozziin

Co-investorsEnergy Impact Partners

Bigbearbigbear.aiin𝕏

BigBear.ai provides AI, machine learning, and computer vision solutions for edge decision-making and analytics, including its Shipyard AI product and the Ask Sage generative AI platform.

AI & Machine LearningDefense TechGovTech

Blue Raven Solutions

Military aftermarket supply chain management provider covering distribution, kitting, logistics, and repair management.

Blueravencorpblueravencorp.comin

Blue Raven is an aerospace and defense supply chain company providing authorized parts distribution, strategic sourcing, and obsolescence management for air, land, and sea platforms.

AI & Machine LearningDefense TechLogistics & Supply Chain

Calca Solutionscalcasolutions.comin

Calca Solutions is a company active in the energy sector, referenced through its participation in the DLA Energy Worldwide Conference.

Energy

Co-investorsBoeing HorizonX Ventures

CASE

Provider of mission-critical technology services in cloud, cyber, and software development to U.S.

CDI

Provider of engineering, design, architecture and project support services to the energy and chemicals markets.

Cdiengineeringsolutionscdiengineeringsolutions.com
Colhelicolheli.comin

Columbia builds, operates, and maintains heavy-lift helicopters for missions in remote and challenging locations.

Defense TechHardware

Columbia Helicopters

OEM and provider of aviation, manufacturing, and MRO services to government/defense, firefighting, construction, and oil & gas; based in Aurora, Oregon.

Co-investorsBoeing HorizonX Ventures

Consultwithcaseconsultwithcase.com
Edge Autonomy

Leader in unmanned and autonomous technology developing advanced platforms and sensors; headquartered in San Luis Obispo, California.

Co-investorsBoeing HorizonX Ventures

Enerconenercon.comin

ENERCON provides multidisciplinary engineering, technical analysis, and regulatory services for energy and infrastructure projects, including operating and advanced nuclear plants, grid integration, thermal assets, and data center power and cooling.

CleantechDeep TechEnergy

Firefly

Developer of launch and in-space vehicles and services, including LEO launch and lunar lander offerings; headquartered in Cedar Park, TX.

Co-investorsBoeing HorizonX VenturesRepublic Crypto

Global Jet Capitalglobaljetcapital.comin

Global Jet Capital provides financing for business aircraft, offering operating leases and finance leases that let clients acquire, upgrade, or transition between private jets without a large capital outlay.

Fintech

Co-investorsBoeing HorizonX Ventures

Gryphon Technologies

Engineering and technical services provider specializing in defense systems, naval architecture, cybersecurity, and logistics.

Gsprecisiongsprecision.comin

Global Precision is a vertically integrated precision manufacturer of highly engineered, mission-critical products, offering end-to-end solutions from advanced coatings and thermal treatment to gears, tubes, and complex assemblies.

Advanced ManufacturingDefense TechHardware

Hyporihypori.comDec 2016 · $12M

Austin, US

Justin Marston(Executive Officer, Director)Brian Vetter(Executive Officer, Director)Jared Shepardin

BoardSimon Yoo(Director)Richard E Anderson(Director)

Co-investorsGreatPoint VenturesGreen Visor Capital

Kellstrom Aerospacekellstromaerospace.comin𝕏

Kellstrom Aerospace, a VSE Aviation company, provides aviation technical services and parts distribution, including service-led inventory supply chain programs and airframe replacement parts for aircraft owners, operators, and MROs.

Advanced ManufacturingLogistics & Supply Chain

Co-investorsBoeing HorizonX Ventures

Moeller Aerospacemoeller-aerospace.comin𝕏

Moeller Aerospace manufactures precision-machined turbine engine components — including airfoils, blades, vanes, nozzles, seals, and locking parts — for commercial, military, aerospace, and industrial gas turbine markets.

Advanced ManufacturingHardwareSpace Tech

Co-investorsBoeing HorizonX Ventures

Pangiampangiam.comin𝕏

Pangiam, a BigBear.ai company, applies facial recognition, AI/ML, and data-driven cloud applications to security, customs, and facilitation challenges.

AI & Machine LearningCybersecurityGovTech

Co-investorsBoeing HorizonX VenturesScout VenturesScout Ventures

Powder Alloy Corporation (PAC)

Producer of specialized powders for OEM and aftermarket aerospace, gas turbine, biomedical and industrial applications; based in Loveland, Ohio.

Powderalloypowderalloy.com

Powder Alloy Corporation manufactures and supplies metal, ceramic, and carbide powders using in-house technologies such as inert gas atomization, composite cladding, agglomeration and sintering, and plasma densification.

Advanced ManufacturingHardwareNew Materials

Co-investorsBoeing HorizonX Ventures

REDLatticeredlattice.comin

REDLattice is a U.S.-owned company that builds AI-driven cyber capabilities, VR systems, and cyber intelligence products for military, intelligence, and law enforcement missions.

AI & Machine LearningCybersecurityDefense Tech

Co-investorsBoeing HorizonX Ventures

Redwire Corporation

NYSE-listed (RDW) leader in space infrastructure with IP for solar power generation and in-space 3D printing/manufacturing.

Redwire Spaceredwirespace.comin𝕏

Redwire is an integrated aerospace and defense company building space infrastructure, autonomous aircraft, and multi-domain operations technology using digital engineering and AI automation.

Defense TechHardwareSpace Tech

Co-investorsIndustrious VenturesSpaceFund

Resolute Industrialresolute-industrial.comin

Resolute Industrial operates multiple business units across the HVACR (heating, ventilation, air conditioning, refrigeration) and power industry, offering services including remanufacturing, sales, and equipment rentals.

Advanced ManufacturingEnergyHardware

Rocketdynerocketdyne.com
Seanairseanair.com
Sierra HoldinginAug 2021

Tonka Bay-backed manufacturer of custom high-performance industrial paints and coatings, concrete treatments, sealants and decorative-concrete systems operating through the Fenix family of brands.

Minnetonka, US

Todd Schroeder(Former Chief Executive Officer; transition adviser)RAYMOND TORRES(Chief Executive Officer and Manager)Edward O'Connor(Executive Officer)Peter Kirton(Chief Executive Officer)Bryan Ulin(Chief Financial Officer)Raymond Torres(Former Chief Executive Officer)

Co-investorsBenchmarkGreenoaksICONIQSequoia CapitalThrive Capital

Sierra Spacesierraspace.com

Space company developing the Dream Chaser commercial spaceplane and the LIFE habitat for a next-generation LEO space station.

Broomfield, US

Fatih Ozmen(Director)Dan Jablonsky(Executive Officer, Director)Eren Ozmen(Director)John Toriello(Director)Cyrus Behbehani(Director)Sue Payton(Director)

Co-investorsBoeing HorizonX VenturesCoatue ManagementIndustrious Ventures

Solairussolairus.aero

Solairus is a private aviation services company that helps aircraft owners manage and operate their aircraft, and offers personalized private jet charter services.

Mobility & TransportationTravel & HospitalitySan Francisco Bay Area, US

Greg Petersen(Chief Operating Officer)

Co-investorsBoeing HorizonX Ventures

ThayerMahanthayermahan.cominNov 2023 · $20M

ThayerMahan is a U.S.-headquartered maritime solutions provider offering autonomous sensing systems and services centered on passive acoustic technologies for maritime domain awareness, critical infrastructure protection, and seabed intervention.

Deep TechDefense TechHardwareIoTMystic, US

Michael J Connor(Executive Officer, Director)Richard Hine(Executive Officer, Director)

BoardMordecai Schaja(Director)John Kao(Director)

Co-investorsBoeing HorizonX VenturesConnecticut InnovationsRiverPark VenturesHanwha Asset ManagementI Squared Capital

United Building Solutions

Provider of specialty mechanical solutions and building controls/analytics for critical HVAC and related systems.

Unitedbuildingsolutionsusaunitedbuildingsolutionsusa.com

United Building Solutions is an acquisition-driven platform that consolidates mechanical building, controls, and energy services companies into a network of local and regional partners.

Construction TechEnergyPropTech

Yingling Aviationyinglingaviation.comin

Yingling Aviation is a full-service maintenance, repair, and overhaul (MRO) and FBO facility serving general aviation customers, with capabilities across a range of airframes and avionics systems.

Advanced ManufacturingMobility & TransportationSpace TechWichita, US

Co-investorsBoeing HorizonX Ventures

Zeromatterzeromatter.comJun 2025

ZeroMatter is building a scalable simulation platform with extensible tooling aimed at making simulation more accessible for solving real-world problems.

AI & Machine LearningDeep TechRoboticsSaaS

Ian Glow(Founder)in

Co-investorsCatapult VenturesPebblebedSpark CapitalMana Ventures

Exits · 2

IPOs and acquisitions across the tracked portfolio

Firefly AerospaceNASDAQ: FLYYork Space SystemsNYSE: YSS

Portfolio news

latest coverage across their companies

Fund performance · per public LP disclosures · 4

as of Jun 2025
FundVintageCommittedNet IRRTVPIDPI
AE Industrial Partners Fund III, L.P.LPs: Los Angeles County Employees Retirement Association, New Mexico Educational Retirement Board202329.6%1.49x0.09x
AE Industrial Partners Extended Value Fund, L.P.LPs: New Mexico Educational Retirement Board20210.2%1.01x0.78x
AE Industrial Partners Fund II, L.P.LPs: Los Angeles County Employees Retirement Association, New Mexico Educational Retirement Board, Contra Costa County Employees' Retirement Association20182.08x0.86x
AE Industrial Partners Fund I, L.P.LPs: New Mexico Educational Retirement Board20158.4%1.36x1.08x

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

How many investments has AE Industrial Partners made?
AE Industrial Partners has 49 tracked investments.
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.
Who does AE Industrial Partners co-invest with?
AE Industrial Partners most often shares deals with Boeing HorizonX Ventures, Industrious Ventures, Republic Capital (ex Republic Labs), among 15 tracked co-investors.

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AE Industrial Partners photo

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