Audax Pdb Management Company, LLC

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.2B
Accounts
1
Employees
249
Advisory reps
13

Firm details

Headquarters
New York, New York
CRD number
333812
Registered since
March 7, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Audax Pdb Management Company, LLC is an institutional registered investment adviser organized as a limited liability company. The firm is SEC-registered (2025) and serves institutional clients, offering portfolio management specifically for investment companies. Its fee model combines a percentage-of-assets-under-management charge with performance-based fees, consistent with managers that operate pooled vehicles or similar structures. The firm is active as an adviser and sponsor/GP: it functions as an other investment adviser and sponsor and serves as GP or managing member of pooled investment vehicles. Audax Pdb is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not described as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Marc Wolpow

    Marc Wolpow

    Co-Founder and Co-Chief Executive OfficerCRD 1294486

  • Alexander Gardiner

    Alexander Gardiner

    Managing Director, Chief Financial OfficerCRD 7175048

  • Jason Scoffield

    Jason Scoffield

    Chief Compliance OfficerCRD 7288903

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Contacts

3 of 9
  • Kevin Magid

    Kevin Magid

    PresidentCRD 1410890

  • Ulf Peter Gummeson

    Ulf Peter Gummeson

    Managing DirectorCRD 2384716

  • Michael Mcgonigle

    Michael Mcgonigle

    Managing DirectorCRD 1561151

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
320 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth