Axxes Advisors I LLC

RIASEC RegisteredEst. 2024
Total AUM
$6.8M
Discretionary
$6.8M
100% of AUM
Avg account
$6.8M
Accounts
1
Employees
10
Advisory reps
4

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

FINTRX

Overview

Axxes Advisors I LLC is a Delaware-style limited liability company that registered with the SEC in 2024 and operates as an institutional registered investment adviser. The firm’s stated advisory focus is portfolio management for investment companies, and its client base is institutional rather than retail. Ownership is recorded as a combination of a domestic entity and an individual. The firm’s fee arrangements include both a percentage-of-assets component and performance-based fees, indicating bespoke or negotiated compensation structures typical for institutional mandates. The firm does not identify as a capital allocator, does not market itself as an active ESG investor, and is not described as a pension consultant or a related adviser to another registered firm. Axxes Advisors I LLC is also listed as having an affiliation role as an investment adviser and sponsor of limited partnerships (specifically excluding pooled investment vehicles). That affiliation points to involvement with LP structures or sponsor-type services rather than operating large commingled funds.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Adam Kaplan

    Adam Kaplan

    Chief Administrative OfficerCRD 7794219

  • Joseph Dagrosa

    Joseph Dagrosa

    Chairman & CEOCRD 1543932

  • Gary Bachman

    Gary Bachman

    President, Chief Financial OfficerCRD 4733888

Contacts

1 of 1
  • Lauren LaRoche

    Lauren LaRoche

    Head of Client OperationsCRD 5091376

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth