AUDAX PRIVATE DEBT

RIASEC RegisteredEst. 2012
Total AUM
$25.7B
Discretionary
$25.1B
98% of AUM
Avg account
$347M
Accounts
74
Employees
238
Advisory reps
12

Firm details

Headquarters
New York, New York
CRD number
159458
Registered since
January 3, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles97.7%
  • Business Development Companies1.65%
  • Pension & Profit Sharing Plans0.65%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Audax Private Debt is an SEC-registered limited liability company that operates as a multi-strategy fund manager focused on private credit and related alternative strategies. Registered in 2012, the firm serves primarily institutional clients and combines roles as an adviser to pooled vehicles and investment companies while also acting as a GP/managing member on sponsored funds. Its business model includes portfolio management for investment companies, pooled investment vehicles and institutional or corporate balance sheets. Fee arrangements include asset-based fees, performance-linked fees and other custom structures. The firm identifies as an active ESG investor. Audax Private Debt is classified across several fund types — hedge fund, private equity fund and securitized asset fund — reflecting a multifaceted manager profile rather than a single-product allocator. It is not positioned as an independent capital allocator; instead it runs sponsored vehicles and manages capital directly through its advisory and GP activities.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 93%, Cash & Cash Equivalents 6%, Other 1%93%
  • Investment Grade Corp Bonds93%
  • Cash & Cash Equivalents6%
  • Other1%

Owners & executives

3 of 3
  • JASON SCOFFIELD

    Chief Compliance OfficerCRD 7288903

  • MARC WOLPOW

    Co-Founder and Co-Chief Executive OfficerCRD 1294486

  • ALEXANDER GARDINER

    Managing Director, Chief Financial OfficerCRD 7175048

Contacts

3 of 9
  • MICHAEL MCGONIGLE

    Managing DirectorCRD 1561151

  • ADAM WEISS

    PartnerCRD 8123056

  • RICHARD JOSEPH

    Senior Managing DirectorCRD 6002606

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
320 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth