⚲
|
Auxo Investment Partners LLC
✚
| |
---|---|
CRD # | 290177 |
SEC # | 801-126298 |
CIK # | 0001713811 |
AUM | $353.9 MM (2024-03-26) |
Employees | 15 (47% Investors, 0% Brokers) |
Phone | 616-980-9810 |
Address | 38 Commerce Ave SW Grand Rapids, MI 49503 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
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
✚
|
IL | 0.4 |
Iron Path Capital LP
✚
|
VA | 0.4 |
Promethean Investments LLP
✚
|
0.4 | |
NCP Management Holdings Inc
✚
|
AL | 0.4 |
PeakEquity Partners Management Co LLC
✚
|
PA | 0.4 |
Arctaris Impact Investors LLC
✚
|
MA | 0.4 |
One Funds LLC
✚
|
CO | 0.4 |
Provenance Management Co LP
✚
|
CA | 0.4 |
Savant Partners LLC
✚
|
CA | 0.3 |
B-29 Advisors LLC
✚
|
TX | 0.3 |