Auxo Investment Partners LLC

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Assets, Funds, Holdings

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Auxo Investment Partners LLC
CRD #290177
SEC #801-126298
CIK #0001713811
AUM $353.9 MM (2024-03-26)
Employees 15 (47% Investors, 0% Brokers)
Phone616-980-9810
Address38 Commerce Ave SW
Grand Rapids, MI 49503
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4003202401608002009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other AGH I - Andrie 2022-06-30 32.3
Other AGH I - Atlas Bernal 2022-06-30 11.9
Other AGH I - MG 2022-06-30 54.5
Other AGH I - PPG [2022-06-30] 12.4 60.8
Other AGH I - Prestige 2022-06-30 16.0
Other AGH I - RAIL [2022-06-30] 8.4 65.2
Other AGH I - Telos [2022-06-30] 0.0 10.2
Other Auxo - Altus [2022-06-30] 0.0 32.4
Other Auxo - Fasteners [2022-06-30] 4.4 8.8
PE Auxo Michigan Opportunity Fund I LLC [2022-06-30] 100.0 96.5
View All
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 11 353.9
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 11 353.9
By Discretionary
Discretionary 11 353.9
Non-Discretionary 0 0.0
Total 11 353.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 353.9
Total 11 353.9
Form D Directors # Filings # Firms 2011 - 2024
Jack Kolodny 18
Jeff Helminski 9
Jeffrey Helminski 8
Auxo Investment Partners LLC 6
Auxo Management Partners LLC 2
Fred Tedori 8
NA Auxo Investment Partners LLC 2
Partners LLC Auxo Investment 1
Auxo Growth Holdings I LLC 1
Auxo Michigan Opportunity Fund I MM LLC 1
View All
EDGAR Form CIK 2011 - 2024
D [0001713811]
Comparable Firms State AUM ($BB)
Tilia Holdings LLC
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PeakEquity Partners Management Co LLC
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Arctaris Impact Investors LLC
MA 0.4
One Funds LLC
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Provenance Management Co LP
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Savant Partners LLC
CA 0.3
B-29 Advisors LLC
TX 0.3
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