AUXO INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- GRAND RAPIDS, Michigan
- CRD number
- 290177
- Registered since
- July 29, 2022
- Website
- auxopartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Auxo Investment Partners, LLC is an SEC-registered limited liability company formed to run pooled private investment vehicles for institutional clients. The firm is organized as a private equity fund manager and acts as sponsor, general partner and managing member of the vehicles it advises, which indicates an active operational role in deal selection, portfolio management and governance of its funds. Auxo’s advisory mandate is squarely focused on privately held assets and pooled structures rather than separate-account wealth management. Auxo positions itself to capture returns through both traditional private equity structures and a broader set of real-asset exposures. Its fee schedule includes a combination of percentage-of-AUM and performance-based fees, reflecting a carried-interest-like alignment common to closed-end private funds. Auxo is not listed as an active ESG investor and reports a concentrated, institutional client base rather than a broad retail footprint.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3JEFFREY HELMINSKI
Managing PartnerCRD 6515370
Frederic Tedori
Managing PartnerCRD 6867577
JACK KOLODNY
Managing PartnerCRD 6515371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GRAND RAPIDS, MI
KENT
Location
GRAND RAPIDS, MI
Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- KENT
- Address
- 38 Commerce Ave SW
- Time zone
- ET (UTC-5)
- Office locations
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