AUXO INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$412M
Discretionary
$412M
100% of AUM
Avg account
$34.3M
Accounts
12
Employees
15
Advisory reps
3

Firm details

Headquarters
GRAND RAPIDS, Michigan
CRD number
290177
Registered since
July 29, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

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

Contacts

3 of 3
  • JEFFREY HELMINSKI

    Managing PartnerCRD 6515370

  • Frederic Tedori

    Managing PartnerCRD 6867577

  • JACK KOLODNY

    Managing PartnerCRD 6515371

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth