Audax Private Equity

RIASEC Registered
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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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