Axxes Advisors LLC
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 318039
- Registered since
- December 6, 2022
- Website
- axxescapital.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Axxes Advisors LLC is an SEC-registered institutional registered investment adviser organized as a limited liability company. The firm is positioned to serve institutional clients and reports its primary advisory activity as portfolio management for investment companies. Its fee model is a percentage of assets under management. The firm does not identify as an active ESG investor, is not a pension consultant, and does not present itself as a capital allocator. Regulatory filings list the firm’s industry affiliation as an investment adviser and sponsor of limited partnerships (excluding pooled investment vehicles).
Assets & Accounts
Location & Offices
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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