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| Auxo Investment Partners LLC
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| CRD # | 290177 |
| SEC # | 801-126298 |
| CIK # | 0001713811 |
| AUM | $292.0 M (2025-03-28) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 616-980-9810 |
| Address | 38 Commerce Ave SW Grand Rapids, MI 49503 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | AGH I - Andrie | 2022-06-30 | 3.6 | |
| Other | AGH I - Atlas Bernal | 2022-06-30 | 5.8 | |
| Other | AGH I - MG | 2022-06-30 | 54.5 | |
| Other | AGH I - PPG | [2022-06-30] | 12.4 | 60.7 |
| Other | AGH I - Prestige | 2022-06-30 | 17.3 | |
| Other | AGH I - RAIL | [2022-06-30] | 8.4 | 41.8 |
| Other | AGH I - Telos | [2022-06-30] | 0.0 | 17.3 |
| Other | Auxo - Altus | [2022-06-30] | 0.0 | 33.1 |
| Other | Auxo - Fasteners | [2022-06-30] | 4.4 | 8.2 |
| PE | Auxo Michigan Opportunity Fund I LLC | [2022-06-30] | 100.0 | 97.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 292.0 |
| (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 | 292.0 |
| By Discretionary | ||
| Discretionary | 11 | 292.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 292.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.0 | |
| Total | 11 | 292.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Jack Kolodny | 19 | |||
| Jeff Helminski | 10 | |||
| Jeffrey Helminski | 8 | |||
| Fred Tedori | 9 | |||
| Auxo Investment Partners LLC | 7 | |||
| Auxo Management Partners LLC | 2 | |||
| NA Auxo Investment Partners LLC | 2 | |||
| Partners LLC Auxo Management | 1 | |||
| Auxo Growth Holdings I LLC | 1 | |||
| Partners LLC Auxo Investment | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001713811] |
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