AXXES ADVISORS LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 318039
- Registered since
- December 6, 2022
- Website
- axxescapital.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Axxes Advisors LLC is a limited liability company that registered with the SEC in 2022 and markets itself to institutional clients. Its stated advisory focus is portfolio management for investment companies, and it charges fees as a percentage of assets under management. The firm is not described as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator. Ownership is listed as a domestic entity and individual, and the firm is not identified as a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3ADAM KAPLAN
Chief Administrative OfficerCRD 7794219
JOSEPH DAGROSA
Chairman & CEOCRD 1543932
GARY BACHMAN
President, Chief Financial OfficerCRD 4733888
Contacts
1 of 1Lauren LaRoche
Head of Client OperationsCRD 5091376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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