![Daniel V. Phan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Daniel V. Phan
Private Equity Investor chez
Aterian Investment Management LP
Profil
Daniel V.
Phan currently works at Closed Loop Partners LLC, as Managing Director from 2025 and Aterian Investment Management LP, as Managing Director from 2013.
Mr. Phan also formerly worked at UBS Group AG, as Intern in 2017, Deutsche Bank Securities, Inc., as Principal in 2010, and Corporate Partners & Co. LLC, as Associate.
Mr. Phan received his undergraduate degree in 2008 from Duke University.
Postes actifs de Daniel V. Phan
| Sociétés | Poste | Début |
|---|---|---|
Aterian Investment Management LP
 Aterian Investment Management LP Investment ManagersFinance Aterian Investment Partners invests in middle market companies located in the United States and Canada with an enterprise value of up to USD 500 million, EBITDA of USD 10 – 60 million, and revenues of USD 50 - 750 million. The firm focuses on a broad range of sectors and industries. It provides financing for turnarounds, distressed situations, add on acquisitions, buyouts, growth, and carve-outs capital requirements with an investment size of USD 30 – 150 million. The firm acquires controlling interest and makes co-investments with LPs. | Private Equity Investor | 01/01/2013 |
Closed Loop Partners LLC
 Closed Loop Partners LLC Investment ManagersFinance Closed Loop Partners invests in companies located in the United States. The firm targets companies operating in the fields of plastics & packaging, fashion, food & agriculture and technology sectors. It provides financing in the form of debt and equity for early, growth and buyout stage capital requirements. | Private Equity Investor | 01/01/2025 |
Anciens postes connus de Daniel V. Phan
| Sociétés | Poste | Fin |
|---|---|---|
| UBS GROUP AG | Corporate Officer/Principal | 31/12/2017 |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2010 |
Corporate Partners & Co. LLC
 Corporate Partners & Co. LLC Investment ManagersFinance Corporate Partners invests in public and private companies located in Europe and North America. The firm focuses on companies operating across a broad range of sectors. It provides financing in the form of common stock, options/warrants, convertible preferred stock, and convertible debt for buyout transactions with an investment size of USD 25 - 100 million. It makes co-investments. It acquires minority stakes in companies and takes a seat on the board of directors. | Analyste en capital-investissement | - |
Formation de Daniel V. Phan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
UBS Group AG
 UBS Group AG Investment ManagersFinance Provides private wealth management, advisory, investment and corporate banking & asset management services | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Corporate Partners & Co. LLC
Corporate Partners & Co. LLC Investment ManagersFinance Corporate Partners invests in public and private companies located in Europe and North America. The firm focuses on companies operating across a broad range of sectors. It provides financing in the form of common stock, options/warrants, convertible preferred stock, and convertible debt for buyout transactions with an investment size of USD 25 - 100 million. It makes co-investments. It acquires minority stakes in companies and takes a seat on the board of directors. | Finance |
Aterian Investment Management LP
Aterian Investment Management LP Investment ManagersFinance Aterian Investment Partners invests in middle market companies located in the United States and Canada with an enterprise value of up to USD 500 million, EBITDA of USD 10 – 60 million, and revenues of USD 50 - 750 million. The firm focuses on a broad range of sectors and industries. It provides financing for turnarounds, distressed situations, add on acquisitions, buyouts, growth, and carve-outs capital requirements with an investment size of USD 30 – 150 million. The firm acquires controlling interest and makes co-investments with LPs. | Finance |
Closed Loop Partners LLC
Closed Loop Partners LLC Investment ManagersFinance Closed Loop Partners invests in companies located in the United States. The firm targets companies operating in the fields of plastics & packaging, fashion, food & agriculture and technology sectors. It provides financing in the form of debt and equity for early, growth and buyout stage capital requirements. | Finance |
