AUDAX PRIVATE EQUITY
Latest filing: Mar 31, 2025 (71 days ago)
AUM
$19,558,671,491
3% change vs. 1 year ago
55% change vs. 3 years ago
114% change vs. 5 years ago
515% change vs. 10 years ago
Employee Count
284
11% change vs. 1 year ago
26% change vs. 3 years ago
29% change vs. 5 years ago
143% change vs. 10 years ago
Main Office
BOSTON, MA
101 HUNTINGTON AVENUE, BOSTON, MA, UNITED STATES, 02199
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $19.6 |
| Non-Discretionary | $0.0 |
| Total | $19.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $19.6 |
| Institutional | $0.0 |
| Total | $19.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AUDAX MANAGEMENT COMPANY (NY), LLC | $22.6 | 159458 | |
| AUDAX PRIVATE EQUITY BUSINESS V, L.P. | $0.0 | - | |
| AUDAX MEZZANINE BUSINESS III, L.P. | $0.0 | - | |
| AUDAX SLF (ST) BUSINESS, L.P. | $0.0 | - | |
| AUDAX MEZZANINE BUSINESS IV, L.P. | $0.0 | - | |
| AUDAX PRIVATE EQUITY BUSINESS IV, L.P. | $0.0 | - | |
| AUDAX SENIOR LOAN BUSINESS IDF FUND-E, L.P. | $0.0 | - | |
| AUDAX PRIVATE EQUITY BUSINESS II, L.P. | $0.0 | - | |
| AUDAX DLS II BUSINESS, L.P. | $0.0 | - | |
| AUDAX SENIOR LOAN BUSINESS GP III, L.P. | $0.0 | - | |
| AUDAX DLS BUSINESS, L.P. | $0.0 | - | |
| AUDAX MEZZANINE BUSINESS V, L.P. | $0.0 | - | |
| AUDAX DIRECT LENDING SOLUTIONS II B-1 FEEDER, SARL | $0.0 | - | |
| AUDAX CO-INVEST BUSINESS MULTI, LLC | $0.0 | - | |
| AUDAX PE SOLUTIONS CO-INVEST BUSINESS, LLC | $0.0 | - | |
| AUDAX SENIOR LOAN BUSINESS GP V (CAYMAN), LTD. | $0.0 | - | |
| ADLS BUSINESS CGP LTD. | $0.0 | - | |
| AUDAX SENIOR LOAN BUSINESS GP IV, INC. | $0.0 | - | |
| AUDAX PRIVATE EQUITY ORIGINS BUSINESS I, L.P. | $0.0 | - | |
| AUDAX PRIVATE EQUITY BUSINESS VI, L.P. | $0.0 | - | |
| AUDAX PRIVATE EQUITY BUSINESS III, L.P. | $0.0 | - | |
| 101 HUNTINGTON HOLDINGS, LLC | $0.0 | - | |
| AUDAX PRIVATE EQUITY JUNIOR CAPITAL BUSINESS II, L.P. | $0.0 | - | |
| AUDAX PRIVATE EQUITY ASPEN CF BUSINESS, L.P. | $0.0 | - | |
| AUDAX PRIVATE EQUITY BUSINESS, L.L.C. | $0.0 | - | |
| AG CO-INVEST GP, LLC | $0.0 | - | |
| AUDAX PRIVATE EQUITY JUNIOR CAPITAL BUSINESS, L.P. | $0.0 | - | |
| AUDAX PRIVATE EQUITY BUSINESS IV CF, L.P. | $0.0 | - | |
| AUDAX PRIVATE EQUITY BUSINESS VII, L.P. | $0.0 | - | |
| ADLS II BUSINESS CGP LTD. | $0.0 | - | |
| AUDAX CREDIT OPPORTUNITIES BUSINESS, L.P. | $0.0 | - | |
| AUDAX SLF I BUSINESS, L.P. | $0.0 | - | |
| AUDAX SENIOR LOAN BUSINESS GP IV (CAYMAN) LTD. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
18 active
| Name | Title |
|---|---|
| WOLPOW, MARC, BRIAN | CO-CEO OF AUDAX GROUP & EXECUTIVE CHAIRMAN OF AUDAX PRIVATE DEBT, MEMBER |
| REHNERT, GEOFFREY, SCOTT | CO-CEO OF AUDAX GROUP & EXECUTIVE CHAIRMAN OF AUDAX PRIVATE EQUITY, MEMBER |
| JOSEPH, RICHARD, THOMAS | CHIEF OPERATING OFFICER & MANAGING DIRECTOR |
| WEINTRAUB, DANIEL, HARRIS | CHIEF ADMINISTRATIVE AND LEGAL OFFICER & MANAGING DIRECTOR |
| SCOFFIELD, JASON, SCOTT | CHIEF COMPLIANCE OFFICER & FUND COUNSEL |
| BRAMLEY, DONALD, GRANT | PARTNER |
| PALUMBO, KEITH, RICHARD | CO-PRESIDENT OF AUDAX PRIVATE EQUITY & PARTNER |
| ABRAMSON, ADAM, ANDREW | PARTNER |
| LEE, YOUNG, JIN | CO-PRESIDENT OF AUDAX PRIVATE EQUITY & PARTNER |
| MITCHELL, JOHN, JOSEPH | PARTNER |
| WONG, DAVID, JUNG | PARTNER |
| MACK, TIMOTHY, STEPHEN | PARTNER |
| ROGERS, JOSEPH, PATRICK | PARTNER |
| GARDINER, ALEXANDER, HAYES | CHIEF FINANCIAL OFFICER OF AUDAX GROUP & MANAGING DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $19.6 | $0.0 | 0% | 284 | 0 | 0% |
| 2025-04-21 | $19.6 | $0.0 | 0% | 284 | 0 | 0% |
| 2024-04-02 | $19.0 | $0.6 | 3% | 255 | 29 | 11% |
| 2023-04-04 | $16.2 | $3.4 | 21% | 225 | 59 | 26% |
| 2022-04-01 | $12.6 | $6.9 | 55% | 226 | 58 | 26% |
| 2021-04-05 | $10.7 | $8.9 | 83% | 219 | 65 | 30% |
| 2020-04-01 | $9.1 | $10.4 | 114% | 220 | 64 | 29% |
| 2019-04-01 | $8.3 | $11.3 | 137% | 199 | 85 | 43% |
| 2018-04-02 | $5.3 | $14.3 | 273% | 189 | 95 | 50% |
| 2017-04-01 | $5.3 | $14.3 | 272% | 163 | 121 | 74% |
| 2016-04-01 | $5.9 | $13.7 | 232% | 143 | 141 | 99% |
| 2015-04-01 | $3.2 | $16.4 | 515% | 117 | 167 | 143% |
| 2014-04-01 | $3.2 | $16.3 | 507% | 109 | 175 | 161% |
| 2013-04-01 | $2.3 | $17.2 | 734% | 110 | 174 | 158% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, CA-03/31/2015, FL-12/22/2020, MA-03/30/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV