Axxes Advisors I LLC

RIASEC RegisteredEst. 2024
Total AUM
$6.8M
Discretionary
$6.8M
100% of AUM
Avg account
$6.8M
Accounts
1
Employees
10
Advisory reps
4

Firm details

Headquarters
Coral Gables, Florida
CRD number
332460
Registered since
September 12, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Axxes Advisors I LLC is organized as a limited liability company and is registered with the SEC as of 2024. The firm is classified as an institutional registered investment adviser and lists a client base of institutional investors. Its advisory mandate focuses on portfolio management for investment companies, and it also identifies as an investment adviser and sponsor of limited partnerships (excluding pooled investment vehicles). The firm charges a mix of asset-based fees and performance-linked fees. Axxes does not self-identify as a capital allocator or an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

3 of 4
  • Gary Bachman

    Gary Bachman

    President, Chief Financial OfficerCRD 4733888

  • Joseph Dagrosa

    Joseph Dagrosa

    Chairman & CEOCRD 1543932

  • Adam Kaplan

    Adam Kaplan

    Chief Administrative OfficerCRD 7794219

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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

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3011 Ponce De Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth