Audax Private Equity
Boston, MA·SEC-registered · CRD #160483
Audax Private Equity is an SEC-registered investment advisory firm in Boston, MA managing $20B across 38 client accounts, with 111 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$20B
Client accounts
38
Advisory staff
111
Fee model
Fee-only
How Audax Private Equity is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Audax Private Equity
How much does Audax Private Equity manage?
Per its most recent SEC Form ADV filing (04/02/2026), Audax Private Equity reports $20B in regulatory assets under management across roughly 38 client accounts.
How does Audax Private Equity charge?
Audax Private Equity is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Audax Private Equity a fiduciary?
Yes. Audax Private Equity is registered with the U.S. Securities and Exchange Commission (CRD #160483), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Audax Private Equity taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Audax Private Equity and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Audax Private Equity's public SEC Form ADV filing (CRD #160483, filed 04/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Audax Private Equity. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Audax Private Equity? Claim this profile.