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| Auxo Investment Partners LLC
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|---|---|
| CRD # | 290177 |
| SEC # | 801-126298 |
| CIK # | 0001713811 |
| AUM | 412.0 M (2026-03-31) |
| Employees | 15 (80% 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 | AUM |
|---|---|---|---|---|
| PE | Auxo Growth Holdings II LLC | [2026-03-31] | 104.9 M | |
| Filed 2025-03-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | AGH I - Andrie | 2022-06-30 | 1.4 M | |
| Other | AGH I - Atlas Bernal | 2022-06-30 | 10.0 M | |
| Other | AGH I - MG | 2022-06-30 | 54.5 M | |
| Other | AGH I - PPG | [2022-06-30] | 12.4 M | 67.1 M |
| Offered $14,000,000 · Filed 2020-09-24 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $1,600,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | AGH I - Prestige | 2022-06-30 | 13.9 M | |
| Other | AGH I - Rail | [2022-06-30] | 8.4 M | 44.2 M |
| Filed 2021-06-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | AGH I - Telos | [2022-06-30] | 17.0 M | |
| Filed 2021-03-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Auxo - Altus | [2022-06-30] | 40.7 M | |
| Filed 2021-05-04 (D) · Exemption 506(c), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Auxo - Fasteners | [2022-06-30] | 4.4 M | 5.8 M |
| Filed 2022-01-06 (D) · Exemption 506(c), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 12 | 412.0 |
| (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 | 12 | 412.0 |
| By Discretionary | ||
| Discretionary | 12 | 412.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 412.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 408.8 | |
| Total | 12 | 412.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jack Kolodny | Director, Executive Officer | 19 | 3 | |
| Jeff Helminski | Director, Executive Officer | 10 | 3 | |
| Jeffrey Helminski | Director | 8 | 2 | |
| Auxo Investment Partners LLC | Director | 7 | 2 | |
| Auxo Management Partners LLC | Director | 2 | 2 | |
| Fred Tedori | Director, Executive Officer | 9 | 1 | |
| NA Auxo Investment Partners LLC | Director | 2 | 1 | |
| Auxo Growth Holdings II MM LLC | Director | 1 | 1 | |
| Auxo Growth Holdings I LLC | Director | 1 | 1 | |
| Partners LLC Auxo Investment | Executive Officer | 1 | 1 | |
| Auxo Michigan Opportunity Fund I MM LLC | Director | 1 | 1 | |
| Partners LLC Auxo Management | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001713811] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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