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 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
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 3
Adam Kaplan
Chief Administrative OfficerCRD 7794219

Joseph Dagrosa
Chairman & CEOCRD 1543932

Gary Bachman
President, Chief Financial OfficerCRD 4733888
Contacts
1 of 1
Lauren 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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