AUA Private Equity Capital
1 N Clematis St, STE 500, West Palm Beach, FL, 33401, United States
Overview
At AUA Private Equity, they seek to achieve superior, risk-adjusted returns by harnessing their private equity and operating expertise to support lower middle-market enterprises in realizing their fullest potential. AUA Private Equity Partners believes that active sponsorship and fully aligned partnerships reflect their firm's long-term and strategic outlook for growing companies and unlocking value.
- Total investments
- 1
- Lead investments
- 0
- Investments · 12mo
- 1
- Active investors
- 5
Sector focus
- Financial Services
- Impact Investing
- Market Research
Investment portfolio
- Sherpas
Participated · Seed · Feb 2026
Sherpas has built an infrastructure platform that sits beneath a firm’s existing workflows, using AI to handle everything from client intake to scenario modeling and recommendation drafting. By automating these mechanics, it delivers structured, explainable insights in minutes, freeing advisors to concentrate on strategy and client relationships. The system learns from each engagement, compounding institutional knowledge to improve future recommendations. Enterprise pilots with large advisory organizations have already validated the model under compliance and operations oversight. With its new capital, Sherpas plans to deepen its decision frameworks across retirement, tax, investment, and risk planning while expanding integrations with the enterprise systems used by advisory practices. Ultimately, the company aims to give firms a scalable, consistent operating layer that improves efficiency and client experience without adding headcount.