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 a private equity manager that focuses on pooled investment vehicles for institutional clients. The firm primarily structures and manages buyout-style private equity funds and serves as the general partner and sponsor for those pooled vehicles. Investment activity centers on controlling and growth-oriented private equity strategies, with real estate listed as a complementary allocation area. Audax identifies itself as an active ESG investor and integrates environmental, social, and governance considerations into its underwriting and portfolio monitoring. The firm’s advisory work is centered on managing closed-end and other pooled funds rather than providing individualized wealth management. Fee arrangements are dominated by percentage-of-assets-under-management structures, supplemented by other, fund-specific fee arrangements common to private equity. Client relationships are institutional in nature and the firm operates as both manager and sponsor—taking direct portfolio construction and portfolio governance roles across its funds.

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

    Co-Founder and Co-Chief Executive OfficerCRD 1294486

  • JASON SCOFFIELD

    Chief Compliance OfficerCRD 7288903

  • ALEXANDER GARDINER

    Managing Director, Chief Financial OfficerCRD 7175048

Contacts

3 of 11
  • DANIEL WEINTRAUB

    Senior Managing DirectorCRD 6002608

  • GEOFFREY REHNERT

    Co-FounderCRD 6001101

  • 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