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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

AUDAX PRIVATE EQUITY

AUDAX MANAGEMENT COMPANY, LLC, CRD 160483

BOSTON, MA

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Search this name across graphsid dfx:ria:a1eafdfa-7c6c-8780-a500-75240fb6de30

Data as of Jul 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 52
Dated events: 19
On other graphs: 2
Observed: Feb 10, 2012 to Jul 21, 2026
39 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Audax Private Equity

Private equity manager · shared crd

Independent Sponsorsidentity

Audax Private Equity

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $20BItem 5.F on the latest filing (2026-07-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $20B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 319
Advisory employees: 111
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 36
Private funds: 38Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-73306
CRD: 160483
Filings on the tape: 39
First filed: Feb 10, 2012
Latest filed: Jul 21, 2026
Organised: Limited Liability Company, DE
Website: audaxprivateequity.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 32

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
AUDAX PRIVATE EQUITY FUND VII-B, L.P.	Private Equity Fund	$3.6B	May 3, 2024	234	Mar 31, 2023	reported	021-441922
AUDAX PRIVATE EQUITY FUND VI-A, L.P.	Private Equity Fund	$2.6B	May 3, 2024	128	Mar 29, 2019	reported	021-31836
AUDAX PRIVATE EQUITY FUND VI-B, L.P.	Private Equity Fund	$2.3B	May 3, 2024	134	Mar 29, 2019	reported	021-318366
AUDAX PRIVATE EQUITY FUND VII-A, L.P.	Private Equity Fund	$1.8B	May 3, 2024	210	Mar 31, 2023	reported	021-441920
AUDAX PRIVATE EQUITY FUND IV CF, L.P.	Private Equity Fund	$1.6B	May 3, 2024	140	Mar 31, 2021	reported	021-382615
AUDAX PRIVATE EQUITY FUND V-A, L.P.	Private Equity Fund	$1.3B	May 3, 2024	118	Mar 30, 2016	reported	021-245722
AUDAX PE VII CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC	Private Equity Fund	$1.0B	May 3, 2024	223	Mar 28, 2024	reported	n/a
AUDAX PE VI CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC	Private Equity Fund	$926M	May 3, 2024	184	Mar 30, 2020	reported	n/a
AUDAX PRIVATE EQUITY ORIGINS FUND I, L.P.	Private Equity Fund	$782M	May 3, 2024	141	Mar 31, 2022	reported	021-424885
AUDAX PRIVATE EQUITY FUND V-B, L.P.	Private Equity Fund	$697M	May 3, 2024	87	Mar 30, 2016	reported	021-245723
AUDAX TRUST CO-INVEST, L.P.	Private Equity Fund	$408M	May 3, 2024	85	Feb 10, 2012	reported	n/a
AUDAX PRIVATE EQUITY ASPEN CF, L.P.	Private Equity Fund	$400M	May 3, 2024	53	Mar 31, 2023	reported	021-438048
AUDAX PE VII TRUST CO-INVEST, A SERIES OF AUDAX TRUST SERIES CO-INVEST, LLC	Private Equity Fund	$360M	May 3, 2024	79	Mar 28, 2024	reported	n/a
AUDAX PE V CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC	Private Equity Fund	$268M	May 3, 2024	122	Mar 30, 2016	reported	n/a
AUDAX PRIVATE EQUITY SOLUTIONS CO-INVESTMENT FUND I, L.P.	Private Equity Fund	$218M	May 3, 2024	3	Mar 28, 2024	reported	n/a
AUDAX ORIGINS FUND I CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC	Private Equity Fund	$160M	May 3, 2024	223	Mar 28, 2024	reported	n/a
AUDAX CONTINATION FUND IV CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC	Private Equity Fund	$102M	May 3, 2024	89	Mar 31, 2021	reported	n/a
AUDAX PRIVATE EQUITY / STRATEGIC CAPITAL - SW, L.P.	Private Equity Fund	$100M	May 3, 2024	2	Mar 28, 2024	reported	n/a
AUDAX PRIVATE EQUITY JUNIOR CAPITAL FUND-A, L.P.	Private Equity Fund	$89.9M	May 3, 2024	25	Mar 31, 2021	reported	021-366433
AUDAX PRIVATE EQUITY JUNIOR CAPITAL FUND II, L.P.	Private Equity Fund	$59.3M	May 3, 2024	11	Mar 31, 2023	reported	021-452988
AUDAX ORIGINS FUND I TRUST CO-INVEST, A SERIES OF AUDAX TRUST SERIES CO-INVEST, LLC	Private Equity Fund	$43.5M	May 3, 2024	79	Mar 28, 2024	reported	n/a
AUDAX PE ASPEN CF CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC	Private Equity Fund	$38.7M	May 3, 2024	91	Mar 28, 2024	reported	n/a
AUDAX PRIVATE EQUITY FUND III, L.P.	Private Equity Fund	$24.5M	May 3, 2024	83	Feb 10, 2012	reported	021-106033
AUDAX PE JR. CAPITAL CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC	Private Equity Fund	$18.1M	May 3, 2024	53	Mar 31, 2022	reported	n/a
AUDAX PRIVATE EQUITY FUND IV, L.P.	Private Equity Fund	$6.6M	May 3, 2024	168	Feb 10, 2012	reported	021-170665

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ABRAMSON, ADAM, ANDREW	Partner	Na	yes	09/2005	Mar 31, 2022	May 3, 2024
AUDAX MANAGEMENT COMPANY HOLDINGS, LLC	Member	E	yes	07/2019	Jul 3, 2019	May 3, 2024
BRAMLEY, DONALD, GRANT	Partner	Na	yes	09/2005	Mar 31, 2022	May 3, 2024
GARDINER, ALEXANDER, HAYES	CHIEF FINANCIAL OFFICER OF AUDAX GROUP & MANAGING DIRECTOR	Na	yes	08/2021	May 5, 2022	May 3, 2024
JOSEPH, RICHARD, THOMAS	CHIEF OPERATING OFFICER & MANAGING DIRECTOR	Na	yes	01/2008	Feb 10, 2012	May 3, 2024
LEE, YOUNG, JIN	CO-PRESIDENT OF AUDAX PRIVATE EQUITY & PARTNER	Na	yes	12/2006	Mar 31, 2022	May 3, 2024
MACK, TIMOTHY, STEPHEN	Partner	Na	yes	12/2014	Mar 31, 2022	May 3, 2024
MITCHELL, JOHN, JOSEPH	Partner	Na	yes	12/2011	Mar 31, 2022	May 3, 2024
PALUMBO, KEITH, RICHARD	CO-PRESIDENT OF AUDAX PRIVATE EQUITY & PARTNER	Na	yes	12/2001	Mar 31, 2022	May 3, 2024
PE MD MANAGEMENT AGGREGATOR, LP	Member	A	yes	04/2023	Apr 27, 2023	May 3, 2024
REHNERT, GEOFFREY, SCOTT	Member	C	yes	06/2019	Feb 10, 2012	May 3, 2024
REHNERT, GEOFFREY, SCOTT	CO-CEO OF AUDAX GROUP & EXECUTIVE CHAIRMAN OF AUDAX PRIVATE EQUITY	Na	yes	07/1999	Feb 10, 2012	May 3, 2024
ROGERS, JOSEPH, PATRICK	Partner	Na	yes	12/2012	Mar 31, 2022	May 3, 2024
SCOFFIELD, JASON, SCOTT	CHIEF COMPLIANCE OFFICER & FUND COUNSEL	Na	yes	08/2020	Aug 24, 2020	May 3, 2024
WEINTRAUB, DANIEL, HARRIS	CHIEF ADMINISTRATIVE AND LEGAL OFFICER & MANAGING DIRECTOR	Na	yes	12/2011	Feb 10, 2012	May 3, 2024
WOLPOW, MARC, BRIAN	CO-CEO OF AUDAX GROUP & EXECUTIVE CHAIRMAN OF AUDAX PRIVATE DEBT	Na	yes	07/1999	Feb 10, 2012	May 3, 2024
WOLPOW, MARC, BRIAN	Member	C	yes	06/2019	Feb 10, 2012	May 3, 2024
WONG, DAVID, JUNG	Partner	Na	yes	12/2014	Mar 31, 2022	May 3, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AUDAX MANAGEMENT COMPANY (NY), LLC	n/a	Asset manager	$26B	N	yes	n/a
101 HUNTINGTON HOLDINGS, LLC	n/a	n/a	n/a	Y	no	n/a
ADLS BUSINESS CGP LTD.	n/a	n/a	n/a	N	yes	n/a
ADLS II BUSINESS CGP LTD.	n/a	n/a	n/a	N	yes	n/a
AG CO-INVEST GP, LLC	n/a	n/a	n/a	N	yes	n/a
AUDAX CO-INVEST BUSINESS MULTI, LLC	n/a	n/a	n/a	N	yes	n/a
AUDAX CREDIT OPPORTUNITIES BUSINESS, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX DIRECT LENDING SOLUTIONS II B-1 FEEDER, SARL	n/a	n/a	n/a	N	yes	n/a
AUDAX DLS BUSINESS, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX DLS II BUSINESS, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX MEZZANINE BUSINESS III, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX MEZZANINE BUSINESS IV, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX MEZZANINE BUSINESS V, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX PE SOLUTIONS CO-INVEST BUSINESS, LLC	n/a	n/a	n/a	N	yes	n/a
AUDAX PRIVATE EQUITY ASPEN CF BUSINESS, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX PRIVATE EQUITY BUSINESS III, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX PRIVATE EQUITY BUSINESS IV CF, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX PRIVATE EQUITY BUSINESS IV, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX PRIVATE EQUITY BUSINESS V, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX PRIVATE EQUITY BUSINESS VI, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX PRIVATE EQUITY BUSINESS VII, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX PRIVATE EQUITY BUSINESS, L.L.C.	n/a	n/a	n/a	N	yes	n/a
AUDAX PRIVATE EQUITY JUNIOR CAPITAL BUSINESS II, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX PRIVATE EQUITY JUNIOR CAPITAL BUSINESS, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX PRIVATE EQUITY ORIGINS BUSINESS I, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX SENIOR LOAN BUSINESS GP III, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX SENIOR LOAN BUSINESS GP IV (CAYMAN) LTD.	n/a	n/a	n/a	N	yes	n/a
AUDAX SENIOR LOAN BUSINESS GP IV, INC.	n/a	n/a	n/a	N	yes	n/a
AUDAX SENIOR LOAN BUSINESS GP V (CAYMAN), LTD.	n/a	n/a	n/a	N	yes	n/a
AUDAX SENIOR LOAN BUSINESS IDF FUND-E, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX SLF (ST) BUSINESS, L.P.	n/a	n/a	n/a	N	yes	n/a
AUDAX SLF I BUSINESS, L.P.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	19	no
NEW YORK	NY	United States	5	no
London	n/a	United Kingdom	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 2, 2026	$20B	$20B	319	111	4	38	n/a
2024	Mar 31, 2025	$20B	$20B	284	109	4	35	n/a
2023	Mar 28, 2024	$19B	$19B	255	106	3	32	$19B
2022	Mar 31, 2023	$16B	$16B	225	96	3	17	$14B
2021	Mar 31, 2022	$13B	$13B	226	86	1	21	$13B
2020	Mar 31, 2021	$11B	$11B	219	78	1	19	$11B
2019	Mar 30, 2020	$9.1B	$9.1B	220	77	1	16	$5.5B
2018	Mar 29, 2019	$8.3B	$8.3B	199	83	1	15	$4.3B
2017	Mar 30, 2018	$5.3B	$5.3B	189	81	1	13	$4.0B
2016	Mar 31, 2017	$5.3B	$5.3B	163	75	n/a	13	$3.2B
2015	Mar 30, 2016	$5.9B	$5.9B	143	66	n/a	13	$3.2B
2014	Mar 31, 2015	$3.2B	$3.2B	117	51	n/a	10	$3.1B
2013	Mar 28, 2014	$3.2B	$3.2B	109	53	n/a	10	$2.0B
2012	Apr 1, 2013	$2.9B	$2.9B	106	51	n/a	10	$1.8B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$20B	$20B	2.9%	$16B	7.5%	319	284	4	4

Relationships

Affiliated with (2)

← AUDAX PRIVATE DEBTRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ AUDAX PRIVATE DEBTRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (32)

→ AUDAX PRIVATE EQUITY FUND V-B, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ AUDAX CO-INVEST IV, L.P.Private fundPrivate Equity Fund, IA
Apr 1, 2013 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY FUND III, L.P.Private fundPrivate Equity Fund, IA
Feb 10, 2012 to presentfactForm ADV
→ AUDAX SPECIAL PURPOSE CO-INVEST, L.P.Private fundPrivate Equity Fund, IA
Feb 10, 2012 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY ASPEN CF, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ AUDAX CO-INVEST, L.P.Private fundPrivate Equity Fund, IA
Feb 10, 2012 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY ORIGINS FUND I, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ AUDAX TRUST CO-INVEST, L.P.Private fundPrivate Equity Fund, IA
Feb 10, 2012 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY JUNIOR CAPITAL FUND II, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY / STRATEGIC CAPITAL - SW, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY FUND, L.P.Private fundPrivate Equity Fund, IA
Feb 10, 2012 to presentfactForm ADV
→ AUDAX ORIGINS FUND I CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ AUDAX PE VII TRUST CO-INVEST, A SERIES OF AUDAX TRUST SERIES CO-INVEST, LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ AUDAX PE ASPEN CF CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ AUDAX ORIGINS FUND I TRUST CO-INVEST, A SERIES OF AUDAX TRUST SERIES CO-INVEST, LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY FUND IV, L.P.Private fundPrivate Equity Fund, IA
Feb 10, 2012 to presentfactForm ADV
→ AUDAX PE JR. CAPITAL CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ AUDAX CONTINATION FUND IV CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY FUND VII-B, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY FUND IV CF, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY FUND VII-A, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY FUND V-A, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY FUND VI-A, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ AUDAX PE V CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ AUDAX CO-INVEST III, L.P.Private fundPrivate Equity Fund, IA
Feb 10, 2012 to presentfactForm ADV
→ AUDAX PE VI CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ AFF CO-INVEST, L.P.Private fundPrivate Equity Fund, IA
Feb 10, 2012 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY FUND VI-B, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY SOLUTIONS CO-INVESTMENT FUND I, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ AUDAX PRIVATE EQUITY JUNIOR CAPITAL FUND-A, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2021 to presentfactForm ADV
and 2 more

Controls (16)

← WOLPOW, MARC, BRIANOwnerMEMBER, ownership code C, individual
Feb 10, 2012 to May 3, 2024factForm ADV
← PALUMBO, KEITH, RICHARDOwnerCO-PRESIDENT OF AUDAX PRIVATE EQUITY & PARTNER, ownership code NA, individual
Mar 31, 2022 to May 3, 2024factForm ADV
← BRAMLEY, DONALD, GRANTOwnerPARTNER, ownership code NA, individual
Mar 31, 2022 to May 3, 2024factForm ADV
← ABRAMSON, ADAM, ANDREWOwnerPARTNER, ownership code NA, individual
Mar 31, 2022 to May 3, 2024factForm ADV
← LEE, YOUNG, JINOwnerCO-PRESIDENT OF AUDAX PRIVATE EQUITY & PARTNER, ownership code NA, individual
Mar 31, 2022 to May 3, 2024factForm ADV
← MITCHELL, JOHN, JOSEPHOwnerPARTNER, ownership code NA, individual
Mar 31, 2022 to May 3, 2024factForm ADV
← REHNERT, GEOFFREY, SCOTTOwnerMEMBER, ownership code C, individual
Feb 10, 2012 to May 3, 2024factForm ADV
← JOSEPH, RICHARD, THOMASOwnerCHIEF OPERATING OFFICER & MANAGING DIRECTOR, ownership code NA, individual
Feb 10, 2012 to May 3, 2024factForm ADV
← WEINTRAUB, DANIEL, HARRISOwnerCHIEF ADMINISTRATIVE AND LEGAL OFFICER & MANAGING DIRECTOR, ownership code NA, individual
Feb 10, 2012 to May 3, 2024factForm ADV
← GARDINER, ALEXANDER, HAYESOwnerCHIEF FINANCIAL OFFICER OF AUDAX GROUP & MANAGING DIRECTOR, ownership code NA, individual
May 5, 2022 to May 3, 2024factForm ADV
← SCOFFIELD, JASON, SCOTTOwnerCHIEF COMPLIANCE OFFICER & FUND COUNSEL, ownership code NA, individual
Aug 24, 2020 to May 3, 2024factForm ADV
← WONG, DAVID, JUNGOwnerPARTNER, ownership code NA, individual
Mar 31, 2022 to May 3, 2024factForm ADV
← MACK, TIMOTHY, STEPHENOwnerPARTNER, ownership code NA, individual
Mar 31, 2022 to May 3, 2024factForm ADV
← ROGERS, JOSEPH, PATRICKOwnerPARTNER, ownership code NA, individual
Mar 31, 2022 to May 3, 2024factForm ADV
← AUDAX MANAGEMENT COMPANY HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Jul 3, 2019 to May 3, 2024factForm ADV
← PE MD MANAGEMENT AGGREGATOR, LPOwnerMEMBER, ownership code A, domestic entity
Apr 27, 2023 to May 3, 2024factForm ADV

Dated events

Occurred
Nov 9, 2023
Control person left
Garth Jason Currier (Chief Financial Officer Of Audax Private Equity & Managing Director) no longer on Schedule A of Audax Private Equity (listed 2023-08-02, absent 2023-11-09)
Form ADVobserved 5 days ago
Occurred
Apr 27, 2023
Control person left
Margaret Pamela Martin (Senior Managing Director) no longer on Schedule A of Audax Private Equity (listed 2023-03-31, absent 2023-04-27)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Regulatory AUM changed
Audax Private Equity reported RAUM $16.2B, up 28% from $12.6B (2022-11-10 to 2023-03-31)
Form ADVobserved 5 days ago
$3.6B
Occurred
May 5, 2022
Control person joined
Hayes Alexander Gardiner (Managing Director, Chief Financial Officer, Audax Group) appeared on Schedule A of Audax Private Equity
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person joined
Grant Donald Bramley (Managing Director) appeared on Schedule A of Audax Private Equity
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person joined
Richard Keith Palumbo (Managing Director) appeared on Schedule A of Audax Private Equity
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person joined
Andrew Adam Abramson (Managing Director) appeared on Schedule A of Audax Private Equity
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person joined
Jin Young Lee (Managing Director) appeared on Schedule A of Audax Private Equity
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person joined
J John Mitchell (Managing Director) appeared on Schedule A of Audax Private Equity
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person joined
J David Wong (Managing Director) appeared on Schedule A of Audax Private Equity
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person joined
M Pamela Martin (Managing Director) appeared on Schedule A of Audax Private Equity
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person joined
Timothy Mack (Managing Director) appeared on Schedule A of Audax Private Equity
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person joined
Joseph Rogers (Managing Director) appeared on Schedule A of Audax Private Equity
Form ADVobserved 5 days ago
Occurred
Aug 24, 2020
Control person joined
Jason Scoffield (Chief Compliance Officer And Fund Counsel) appeared on Schedule A of Audax Private Equity
Form ADVobserved 5 days ago
Occurred
Aug 24, 2020
Control person left
Byron Pavano (Managing Director, Private Debt Fund Strategy And Counsel, Chief Compliance Officer) no longer on Schedule A of Audax Private Equity (listed 2020-03-30, absent 2020-08-24)
Form ADVobserved 5 days ago
Occurred
Jul 3, 2019
Control person left
Stuart Barry Volpert (Trustee) no longer on Schedule A of Audax Private Equity (listed 2019-03-29, absent 2019-07-03)
Form ADVobserved 5 days ago
Occurred
Jul 3, 2019
Control person left
Bradford Ronald Malt (Trustee) no longer on Schedule A of Audax Private Equity (listed 2019-03-29, absent 2019-07-03)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Regulatory AUM changed
Audax Private Equity reported RAUM $8.3B, up 57% from $5.3B (2018-03-30 to 2019-03-29)
Form ADVobserved 5 days ago
$3.0B
Occurred
Mar 29, 2019
Control person joined
Jason Currier (Executive Vice President, Finance & Chief Financial Officer, Private Equity) appeared on Schedule A of Audax Private Equity
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1eafdfa-7c6c-8780-a500-75240fb6de30
First observed: Feb 10, 2012
Last observed: Jul 21, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AUDAX PRIVATE EQUITY

AUDAX MANAGEMENT COMPANY, LLC, CRD 160483

BOSTON, MA

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Data as of Jul 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:27 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

AUDAX PRIVATE EQUITY FUND VII-B, L.P.

Private Equity Fund

$3.6B

May 3, 2024

234

Mar 31, 2023

reported

021-441922

AUDAX PRIVATE EQUITY FUND VI-A, L.P.

Private Equity Fund

$2.6B

May 3, 2024

128

Mar 29, 2019

reported

021-31836

AUDAX PRIVATE EQUITY FUND VI-B, L.P.

Private Equity Fund

$2.3B

May 3, 2024

134

Mar 29, 2019

reported

021-318366

AUDAX PRIVATE EQUITY FUND VII-A, L.P.

Private Equity Fund

$1.8B

May 3, 2024

210

Mar 31, 2023

reported

021-441920

AUDAX PRIVATE EQUITY FUND IV CF, L.P.

Private Equity Fund

$1.6B

May 3, 2024

140

Mar 31, 2021

reported

021-382615

AUDAX PRIVATE EQUITY FUND V-A, L.P.

Private Equity Fund

$1.3B

May 3, 2024

118

Mar 30, 2016

reported

021-245722

AUDAX PE VII CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC

Private Equity Fund

$1.0B

May 3, 2024

223

Mar 28, 2024

reported

n/a

AUDAX PE VI CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC

Private Equity Fund

$926M

May 3, 2024

184

Mar 30, 2020

reported

n/a

AUDAX PRIVATE EQUITY ORIGINS FUND I, L.P.

Private Equity Fund

$782M

May 3, 2024

141

Mar 31, 2022

reported

021-424885

AUDAX PRIVATE EQUITY FUND V-B, L.P.

Private Equity Fund

$697M

May 3, 2024

Mar 30, 2016

reported

021-245723

AUDAX TRUST CO-INVEST, L.P.

Private Equity Fund

$408M

May 3, 2024

Feb 10, 2012

reported

n/a

AUDAX PRIVATE EQUITY ASPEN CF, L.P.

Private Equity Fund

$400M

May 3, 2024

Mar 31, 2023

reported

021-438048

AUDAX PE VII TRUST CO-INVEST, A SERIES OF AUDAX TRUST SERIES CO-INVEST, LLC

Private Equity Fund

$360M

May 3, 2024

Mar 28, 2024

reported

n/a

AUDAX PE V CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC

Private Equity Fund

$268M

May 3, 2024

122

Mar 30, 2016

reported

n/a

AUDAX PRIVATE EQUITY SOLUTIONS CO-INVESTMENT FUND I, L.P.

Private Equity Fund

$218M

May 3, 2024

Mar 28, 2024

reported

n/a

AUDAX ORIGINS FUND I CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC

Private Equity Fund

$160M

May 3, 2024

223

Mar 28, 2024

reported

n/a

AUDAX CONTINATION FUND IV CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC

Private Equity Fund

$102M

May 3, 2024

Mar 31, 2021

reported

n/a

AUDAX PRIVATE EQUITY / STRATEGIC CAPITAL - SW, L.P.

Private Equity Fund

$100M

May 3, 2024

Mar 28, 2024

reported

n/a

AUDAX PRIVATE EQUITY JUNIOR CAPITAL FUND-A, L.P.

Private Equity Fund

$89.9M

May 3, 2024

Mar 31, 2021

reported

021-366433

AUDAX PRIVATE EQUITY JUNIOR CAPITAL FUND II, L.P.

Private Equity Fund

$59.3M

May 3, 2024

Mar 31, 2023

reported

021-452988

AUDAX ORIGINS FUND I TRUST CO-INVEST, A SERIES OF AUDAX TRUST SERIES CO-INVEST, LLC

Private Equity Fund

$43.5M

May 3, 2024

Mar 28, 2024

reported

n/a

AUDAX PE ASPEN CF CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC

Private Equity Fund

$38.7M

May 3, 2024

Mar 28, 2024

reported

n/a

AUDAX PRIVATE EQUITY FUND III, L.P.

Private Equity Fund

$24.5M

May 3, 2024

Feb 10, 2012

reported

021-106033

AUDAX PE JR. CAPITAL CO-INVEST, A SERIES OF AUDAX CO-INVEST SERIES, LLC

Private Equity Fund

$18.1M

May 3, 2024

Mar 31, 2022

reported

n/a

AUDAX PRIVATE EQUITY FUND IV, L.P.

Private Equity Fund

$6.6M

May 3, 2024

168

Feb 10, 2012

reported

021-170665

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ABRAMSON, ADAM, ANDREW

Partner

yes

09/2005

Mar 31, 2022

May 3, 2024

AUDAX MANAGEMENT COMPANY HOLDINGS, LLC

Member

yes

07/2019

Jul 3, 2019

May 3, 2024

BRAMLEY, DONALD, GRANT

Partner

yes

09/2005

Mar 31, 2022

May 3, 2024

GARDINER, ALEXANDER, HAYES

CHIEF FINANCIAL OFFICER OF AUDAX GROUP & MANAGING DIRECTOR

yes

08/2021

May 5, 2022

May 3, 2024

JOSEPH, RICHARD, THOMAS

CHIEF OPERATING OFFICER & MANAGING DIRECTOR

yes

01/2008

Feb 10, 2012

May 3, 2024

LEE, YOUNG, JIN

CO-PRESIDENT OF AUDAX PRIVATE EQUITY & PARTNER

yes

12/2006

Mar 31, 2022

May 3, 2024

MACK, TIMOTHY, STEPHEN

Partner

yes

12/2014

Mar 31, 2022

May 3, 2024

MITCHELL, JOHN, JOSEPH

Partner

yes

12/2011

Mar 31, 2022

May 3, 2024

PALUMBO, KEITH, RICHARD

CO-PRESIDENT OF AUDAX PRIVATE EQUITY & PARTNER

yes

12/2001

Mar 31, 2022

May 3, 2024

PE MD MANAGEMENT AGGREGATOR, LP

Member

yes

04/2023

Apr 27, 2023

May 3, 2024

REHNERT, GEOFFREY, SCOTT

Member

yes

06/2019

Feb 10, 2012

May 3, 2024

REHNERT, GEOFFREY, SCOTT

CO-CEO OF AUDAX GROUP & EXECUTIVE CHAIRMAN OF AUDAX PRIVATE EQUITY

yes

07/1999

Feb 10, 2012

May 3, 2024

ROGERS, JOSEPH, PATRICK

Partner

yes

12/2012

Mar 31, 2022

May 3, 2024

SCOFFIELD, JASON, SCOTT

CHIEF COMPLIANCE OFFICER & FUND COUNSEL

yes

08/2020

Aug 24, 2020

May 3, 2024

WEINTRAUB, DANIEL, HARRIS

CHIEF ADMINISTRATIVE AND LEGAL OFFICER & MANAGING DIRECTOR

yes

12/2011

Feb 10, 2012

May 3, 2024

WOLPOW, MARC, BRIAN

CO-CEO OF AUDAX GROUP & EXECUTIVE CHAIRMAN OF AUDAX PRIVATE DEBT

yes

07/1999

Feb 10, 2012

May 3, 2024

WOLPOW, MARC, BRIAN

Member

yes

06/2019

Feb 10, 2012

May 3, 2024

WONG, DAVID, JUNG

Partner

yes

12/2014

Mar 31, 2022

May 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AUDAX MANAGEMENT COMPANY (NY), LLC

n/a

Asset manager

$26B

yes

n/a

101 HUNTINGTON HOLDINGS, LLC

n/a

ADLS BUSINESS CGP LTD.

n/a

yes

n/a

ADLS II BUSINESS CGP LTD.

n/a

yes

n/a

AG CO-INVEST GP, LLC

n/a

yes

n/a

AUDAX CO-INVEST BUSINESS MULTI, LLC

n/a

yes

n/a

AUDAX CREDIT OPPORTUNITIES BUSINESS, L.P.

n/a

yes

n/a

AUDAX DIRECT LENDING SOLUTIONS II B-1 FEEDER, SARL

n/a

yes

n/a

AUDAX DLS BUSINESS, L.P.

n/a

yes

n/a

AUDAX DLS II BUSINESS, L.P.

n/a

yes

n/a

AUDAX MEZZANINE BUSINESS III, L.P.

n/a

yes

n/a

AUDAX MEZZANINE BUSINESS IV, L.P.

n/a

yes

n/a

AUDAX MEZZANINE BUSINESS V, L.P.

n/a

yes

n/a

AUDAX PE SOLUTIONS CO-INVEST BUSINESS, LLC

n/a

yes

n/a

AUDAX PRIVATE EQUITY ASPEN CF BUSINESS, L.P.

n/a

yes

n/a

AUDAX PRIVATE EQUITY BUSINESS III, L.P.

n/a

yes

n/a

AUDAX PRIVATE EQUITY BUSINESS IV CF, L.P.

n/a

yes

n/a

AUDAX PRIVATE EQUITY BUSINESS IV, L.P.

n/a

yes

n/a

AUDAX PRIVATE EQUITY BUSINESS V, L.P.

n/a

yes

n/a

AUDAX PRIVATE EQUITY BUSINESS VI, L.P.

n/a

yes

n/a

AUDAX PRIVATE EQUITY BUSINESS VII, L.P.

n/a

yes

n/a

AUDAX PRIVATE EQUITY BUSINESS, L.L.C.

n/a

yes

n/a

AUDAX PRIVATE EQUITY JUNIOR CAPITAL BUSINESS II, L.P.

n/a

yes

n/a

AUDAX PRIVATE EQUITY JUNIOR CAPITAL BUSINESS, L.P.

n/a

yes

n/a

AUDAX PRIVATE EQUITY ORIGINS BUSINESS I, L.P.

n/a

yes

n/a

AUDAX SENIOR LOAN BUSINESS GP III, L.P.

n/a

yes

n/a

AUDAX SENIOR LOAN BUSINESS GP IV (CAYMAN) LTD.

n/a

yes

n/a

AUDAX SENIOR LOAN BUSINESS GP IV, INC.

n/a

yes

n/a

AUDAX SENIOR LOAN BUSINESS GP V (CAYMAN), LTD.

n/a

yes

n/a

AUDAX SENIOR LOAN BUSINESS IDF FUND-E, L.P.

n/a

yes

n/a

AUDAX SLF (ST) BUSINESS, L.P.

n/a

yes

n/a

AUDAX SLF I BUSINESS, L.P.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SAN FRANCISCO

United States

NEW YORK

United States

London

n/a

United Kingdom

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 2, 2026

$20B

319

111

n/a

2024

Mar 31, 2025

$20B

284

109

n/a

2023

Mar 28, 2024

$19B

255

106

$19B

2022

Mar 31, 2023

$16B

225

$14B

2021

Mar 31, 2022

$13B

226

$13B

2020

Mar 31, 2021

$11B

219

$11B

2019

Mar 30, 2020

$9.1B

220

$5.5B

2018

Mar 29, 2019

$8.3B

199

$4.3B

2017

Mar 30, 2018

$5.3B

189

$4.0B

2016

Mar 31, 2017

$5.3B

163

n/a

$3.2B

2015

Mar 30, 2016

$5.9B

143

n/a

$3.2B

2014

Mar 31, 2015

$3.2B

117

n/a

$3.1B

2013

Mar 28, 2014

$3.2B

109

n/a

$2.0B

2012

Apr 1, 2013

$2.9B

106

n/a

$1.8B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$20B

2.9%

$16B

7.5%

319

284