Private fund adviser · Boston, MA
Audax Private Equity
Audax Management Company, LLC · SEC-registered investment adviser · CRD 160483 · SEC 801-73306
At a glance
Audax Private Equity is an SEC-registered investment adviser based in Boston, Massachusetts, with $20.1 billion in regulatory assets under management as of its Form ADV filed July 21, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 368th of 4,686 private fund advisers and 869th of 17,210 SEC-registered advisers by assets.
Main office 617-859-1520audaxgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $20B
- Rank among private fund advisers
- #368 of 4,686
- Rank among all SEC RIAs
- #869 of 17,210
- Rank in Massachusetts
- #61 of 627
- Clients
- 36
- Accounts
- 36
- Discretionary
- 99% of AUM
- Employees
- 319
- Advisory staff
- 111
- Offices
- 5
Owners and executives on its Form ADV
- Marc B. WolpowCo-Chairman & Co-Chief Executive Officer, Audax Group & Executive Chairman, Audax Private Debt
- Geoffrey S. RehnertCo-Chairman & Co-Chief Executive Officer, Audax Group & Executive Chairman, Audax Private Equity
- Richard T. JosephVice Chairman, Audax Group
- Daniel H. WeintraubCo-Chief Operating Officer & Chief Legal Officer, Audax Group & Senior Managing Director
- Jason S. ScoffieldChief Compliance Officer & Fund Counsel
- Donald G. BramleyPartner
- Keith R. PalumboCo-President, Audax Private Equity & Partner
- Adam A. AbramsonPartner
- Young J. LeeCo-President, Audax Private Equity & Partner
- John J. MitchellPartner
- David J. WongPartner
- Timothy S. MackPartner
Custody and brokerage
Custodian
Audax Private Equity’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 36 | $20B | 100% |
Private funds
Audax Private Equity reports 38 private funds with $20B in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Audax Private Equity reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗audaxgroup.com ↗
AtlasMembers
The full record on Audax Private Equity
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 672 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 14 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Audax Private Equity manage?
Audax Private Equity reports $20.1 billion in regulatory assets under management across 36 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 21, 2026.
What kind of firm is Audax Private Equity?
Audax Private Equity is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Audax Private Equity’s clients?
By assets, its largest client types are pooled investment vehicles ($20.1 billion, 36 clients).
Does Audax Private Equity manage private funds?
Yes. It reports 38 private funds with $20.1 billion in gross assets, including private equity funds.
Does Audax Private Equity have any disciplinary history?
Audax Private Equity reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Audax Private Equity’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →