Audax Private Equity

RIASEC RegisteredEst. 2012
Total AUM
$20.1B
Discretionary
$20B
99% of AUM
Avg account
$559M
Accounts
36
Employees
319
Advisory reps
14

Firm details

Headquarters
Boston, Massachusetts
CRD number
160483
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Audax Private Equity is an LLC that functions as a private equity fund adviser to institutional clients. SEC-registered since 2012, the firm focuses on portfolio management for pooled investment vehicles and serves as an adviser, sponsor and general partner/managing member of its pooled vehicles. Its business model centers on private fund formation and management, with fees structured as a percentage of assets under management plus other fee arrangements. The firm is not identified as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

3 of 3
  • Marc Wolpow

    Marc Wolpow

    Co-Founder and Co-Chief Executive OfficerCRD 1294486

  • Jason Scoffield

    Jason Scoffield

    Chief Compliance OfficerCRD 7288903

  • Alexander Gardiner

    Alexander Gardiner

    Managing Director, Chief Financial OfficerCRD 7175048

Contacts

3 of 11
  • Daniel Weintraub

    Daniel Weintraub

    Senior Managing DirectorCRD 6002608

  • Geoffrey Rehnert

    Geoffrey Rehnert

    Co-FounderCRD 6001101

  • Richard Joseph

    Richard Joseph

    Senior Managing DirectorCRD 6002606

Unlock 8 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

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
101 Huntington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth