Axxes Advisors I LLC
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 332460
- Registered since
- September 12, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Axxes Advisors I LLC is organized as a limited liability company and is registered with the SEC as of 2024. The firm is classified as an institutional registered investment adviser and lists a client base of institutional investors. Its advisory mandate focuses on portfolio management for investment companies, and it also identifies as an investment adviser and sponsor of limited partnerships (excluding pooled investment vehicles). The firm charges a mix of asset-based fees and performance-linked fees. Axxes does not self-identify as a capital allocator or an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Gary Bachman
President, Chief Financial OfficerCRD 4733888

Joseph Dagrosa
Chairman & CEOCRD 1543932

Adam Kaplan
Chief Administrative OfficerCRD 7794219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 3011 Ponce De Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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