Ae Industrial Partners, LP
AE Industrial Partners, LP is a private equity firm headquartered in Boca Raton, Florida, founded in 1998. The firm manages approximately $6.4 billion in assets and is recognized for its deep sector focus and expertise in highly specialized markets including national security, aerospace, and industrial services. AEI invests throughout the lifecycle of these markets, completing more than 130 investments across private equity, venture capital, and aerospace leasing. With a team of around 94 professionals, AEI serves institutional investors and management teams of market-leading companies, helping to accelerate growth and deliver long-term value through both organic and acquisition-oriented growth strategies.
Investment Strategy
AE Industrial Partners targets investment opportunities in highly technical and specialized sectors such as national security, aerospace, defense, government services, power generation, and specialty industrials. The firm's strategy is thematic and growth-oriented, focusing on companies with differentiated capabilities, strong market positions, and long-term growth potential. AEI emphasizes both organic and acquisition-driven growth, partnering closely with management teams to create alignment and deliver operational improvements. The firm leverages its extensive industry knowledge, operating experience, and network of relationships to identify opportunities and drive value creation, maintaining flexibility to tailor solutions to each investment scenario.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RDW | Redwire Corporation | 92.89% | $1.63B | 85,496,745 | $16.37 | $16.30 | +$1.19B |
C CTSH | Cognizant | 6.52% | $114.8M | 1,470,588 | $76.90 | $78.03 | +$2.3M |
V VSEC | VSE Corp | 0.58% | $10.3M | 78,576 | $95.10 | $130.98 | -$8.6M |