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 an SEC-registered limited liability company that provides investment advisory services to institutional clients. The firm is reported as having registered with the SEC in 2024 and identifies its advisory activity as portfolio management for investment companies. Its ownership structure is listed as a combination of a domestic entity and an individual. Fee arrangements combine a percentage-of-assets model with performance-based fees, which suggests the firm may run strategies tied to both asset levels and relative or absolute performance. The firm does not market itself as an active ESG investor, is not identified as a multi-state adviser, and is not listed as a pension consultant. Axxes Advisors I LLC is also associated with sponsorship activity for limited partnerships (excluding pooled investment vehicles), indicating involvement in LP structures alongside its advisory work for investment companies.
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 3ADAM KAPLAN
Chief Administrative OfficerCRD 7794219
JOSEPH DAGROSA
Chairman & CEOCRD 1543932
GARY BACHMAN
President, Chief Financial OfficerCRD 4733888
Contacts
1 of 1Lauren LaRoche
Head of Client OperationsCRD 5091376
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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