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Private Equity, Hedge Funds & Investment Vehicles in the US Industry Data and Analysis
In recent years, industry assets have become increasingly integral to institutional investors' portfolios and the larger asset-management market. Institutional investors are individuals or organizations that trade securities in such substantial volumes that they qualify for lower commissions and fewer protective regulations, since it's assumed that they're knowledgeable enough to protect themselves. Increasing demand from institutional investors has contributed to the surge in the industry's assets under management (AUM) and revenue during the current period.
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What's included in this industry analysis
IBISWorld's research coverage on the Private Equity, Hedge Funds & Investment Vehicles industry in the United States includes market sizing, forecasting, data and analysis from 2015-2030. The most recent publication was released October 2025.
About this industry
What's this industry report about?
The Private Equity, Hedge Funds & Investment Vehicles industry in the United States operates under the NAICS industry code 52599. This industry is composed of private equity funds, hedge funds, closed-end funds, unit investment trusts and other financial vehicles. Entities in this industry manage securities or other assets on behalf of shareholders, unit holders or other beneficiaries to achieve high returns on targeted investments. This industry excludes insurance and employee-benefit funds, open-end investment funds and trusts, estates and agency accounts. Related terms covered in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States include leveraging, alternative assets, assets under management (aum), structured investment vehicle (siv), fund redemption, hedge fund, private equity, collateralized debt obligations (cdo) and initial public offering (ipo).
What's included in this industry?
Products and services covered in Private Equity, Hedge Funds & Investment Vehicles industry in the United States include Private equity funds, Hedge funds and Closed-end funds.
What companies are included in this industry?
Companies covered in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States include Bridgewater Associates, Lp, Merisant Co and Harbour Group Industries Inc.
Performance
What's included in the Performance chapter?
The Performance chapter covers detailed analysis, datasets, detailed current performance, sources of volatility and an outlook with forecasts for the Private Equity, Hedge Funds & Investment Vehicles industry in the United States.
Questions answered in this chapter include what's driving current industry performance, what influences industry volatility, how do successful businesses overcome volatility, what's driving the industry outlook. This analysis is supported with data and statistics on industry revenues, costs, profits, businesses and employees.
Products & Markets
What's included in the Products and Markets chapter?
The Products and Markets chapter covers detailed products and service segmentation and analysis of major markets for the for the Private Equity, Hedge Funds & Investment Vehicles industry in the United States.
Questions answered in this chapter include how are the industry's products and services performing, what are innovations in industry products and services, what products or services do successful businesses offer and what's influencing demand from the industry's markets. This includes data and statistics on industry revenues by product and service segmentation and major markets.
Geographic Breakdown
What's included in the Geographic Breakdown chapter?
The Geographic Breakdown chapter covers detailed analysis and datasets on regional performance of the Private Equity, Hedge Funds & Investment Vehicles industry in the United States.
Questions answered in this chapter include where are industry businesses located and how do businesses use location to their advantage. This includes data and statistics on industry revenues by location.
Competitive Forces
What's included in the Competitive Forces chapter?
The Competitive Forces chapter covers the concentration, barriers to entry and supplier and buyer profiles in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States. This includes data and statistics on industry market share concentration, barriers to entry, substitute products and buyer & supplier power.
Questions answered in this chapter include what impacts the industry's market share concentration, how do successful businesses handle concentration, what challenges do potential industry entrants face, how can potential entrants overcome barriers to entry, what are substitutes for industry services, how do successful businesses compete with substitutes and what power do buyers and suppliers have over the industry and how do successful businesses manage buyer & supplier power.
Companies
What's included in the Companies chapter?
The Companies chapter covers Key Takeaways, Market Share and Companies in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States. This includes data and analysis on companies operating in the industry that hold a market share greater than 5%.
Questions answered in this chapter include what companies have a meaningful market share and how each company is performing.
External Environment
What's included in the External Environment chapter?
The External Environment chapter covers Key Takeaways, External Drivers, Regulation & Policy and Assistance in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States. This includes data and statistics on factors impacting industry revenue such as economic indicators, regulation, policy and assistance programs.
Questions answered in this chapter include what demographic and macroeconomic factors impact the industry, what regulations impact the industry, what assistance is available to this industry.
Financial Benchmarks
What's included in the Financial Benchmarks chapter?
The Financial Benchmarks chapter covers Key Takeaways, Cost Structure, Financial Ratios, Valuation Multiples and Key Ratios in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States. This includes financial data and statistics on industry performance including key cost inputs, profitability, key financial ratios and enterprise value multiples.
Questions answered in this chapter include what trends impact industry costs and how financial ratios have changed overtime.
Industry Data
What's included in the Industry Data chapter?
The Industry Data chapter includes 10 years of historical data with 5 years of forecast data covering statistics like revenue, industry value add, establishments, enterprises, employment and wages in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States.
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Frequently Asked Questions
What is the market size of the Private Equity, Hedge Funds & Investment Vehicles industry in the United States in 2026?
The market size of the Private Equity, Hedge Funds & Investment Vehicles industry in the United States is $313.3bn in 2026.
How many businesses are there in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States in 2025?
There are 10,992 businesses in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States, which has declined at a CAGR of 2.3 % between 2020 and 2025.
How may import tariffs affect the Private Equity, Hedge Funds & Investment Vehicles industry in the United States?
The Private Equity, Hedge Funds & Investment Vehicles industry in the United States is unlikely to be materially impacted by import tariffs with imports accounting for a low share of industry revenue.
How may export tariffs affect the Private Equity, Hedge Funds & Investment Vehicles industry in the United States?
The Private Equity, Hedge Funds & Investment Vehicles industry in the United States is unlikely to be materially impacted by export tariffs with exports accounting for a low share of industry revenue.
Has the Private Equity, Hedge Funds & Investment Vehicles industry in the United States grown or declined over the past 5 years?
The market size of the Private Equity, Hedge Funds & Investment Vehicles industry in the United States has been growing at a CAGR of 4.4 % between 2020 and 2025.
What is the forecast growth of the Private Equity, Hedge Funds & Investment Vehicles industry in the United States over the next 5 years?
Over the next five years, the Private Equity, Hedge Funds & Investment Vehicles industry in the United States is expected to grow.
What are the biggest companies in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States?
The biggest companies operating in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States are Bridgewater Associates, Lp, Merisant Co and Harbour Group Industries Inc.
What does the Private Equity, Hedge Funds & Investment Vehicles industry in the United States include?
Hedge funds and Private equity funds are part of the Private Equity, Hedge Funds & Investment Vehicles industry in the United States.
Which companies have the highest market share in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States?
The company holding the most market share in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States is Bridgewater Associates, Lp.
How competitive is the Private Equity, Hedge Funds & Investment Vehicles industry in the United States?
The level of competition is high and increasing in the Private Equity, Hedge Funds & Investment Vehicles industry in the United States.
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