Niva WealthLet’s talk

Audax Management

SEC-registered adviser since 2012Boston, MACRD 160483

$20.1B
AUM
36
Clients
See fees
Fee
111
Advisory staff

From Form ADV filed 21 July 2026 · data retrieved 15 October 2026SEC record

Audax Management is an investment adviser headquartered in Boston, Massachusetts, and registered with the SEC since 2012. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and other arrangements. Audax Management Company Holdings, LLC owns 75% or more of Audax Management, and Geoffrey Rehnert is its CEO.

Clients

Audax Management serves 36 clients. The average client has about $559 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles36 clients100%
Show client breakdown
Pooled investment vehicles
Clients
36
Regulatory AUM
$20,123,854,195
Share
100.0%
Avg. per client
$559.0M

Total

Clients
36
Regulatory AUM
$20,123,854,195
Share
100%
Avg. per client
$559.0M

What it does

Audax Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets and other arrangements.

Audax Management advises 38 private funds.

99.1% of assets ($19.95B across 34 accounts) are managed with discretion; $173.6M across 2 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Audax Management has custody of client assets.

Managed account assets by custodian
  • All other custodians$20.12B100%

Ownership and leadership

Audax Management Company Holdings, LLC owns 75% or more of Audax Management, and Geoffrey Rehnert is its CEO.

Who owns the firm
Audax Management Company, LLC· the adviser

  • Audax Management Company Holdings, LLC

    Control person · since July 2019

    Owns 75% or more of Audax Management Company, LLC

  • Pe MD Management Aggregator, LP

    Control person · since April 2023

    Owns 5% to 10% of Audax Management Company, LLC

Leadership

  • Geoffrey Rehnert
    Co-Chairman & Co-Chief Executive Officer, Audax Group & Executive Chairman, Audax Private Equity
  • Marc Wolpow
    Co-Chairman & Co-Chief Executive Officer, Audax Group & Executive Chairman, Audax Private Debt
  • Young Lee
    Co-President, Audax Private Equity & Partner
  • Keith Palumbo
    Co-President, Audax Private Equity & Partner
  • Alexander Gardiner
    Co-Chief Operating Officer & Chief Financial Officer, Audax Group & Senior Managing Director
  • Daniel Weintraub
    Co-Chief Operating Officer & Chief Legal Officer, Audax Group & Senior Managing Director
  • Jason Scoffield
    Chief Compliance Officer & Fund Counsel
  • Adam Abramson
    Partner
  • Donald Bramley
    Partner
  • Richard Joseph
    Vice Chairman, Audax Group
  • Timothy Mack
    Partner
  • John Mitchell
    Partner
  • Joseph Rogers
    Partner
  • David Wong
    Partner

Staff

  • 319 employees
  • 111 in advisory functions

Fees

Audax Management is paid through a percentage of assets under management and other.

Audax Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Audax Management has 4 offices, with 3 listed addresses across 3 states.

Listed office addresses by state

Massachusetts · 1 listed address

  • 101 Huntington Avenue, BostonHQ

Other business names

Audax Management has reported 2 other business names to the SEC.

  • Audax Group
  • Audax Strategic Capital

Registration details

Legal name
Audax Management Company, LLC
Headquarters
101 Huntington Avenue, Boston, MA 02199
Phone
617-859-1520
Website
Not reported
SEC file
801-73306
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Audax Management have?

Audax Management has 36 clients and manages $20.1 billion for them, as of July 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026

What services does Audax Management offer?

Audax Management provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Audax Management have?

Audax Management has 0 investment adviser representatives registered with state securities authorities, out of 319 employees, and 111 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Audax Management?

Audax Management is owned through a holding company by Marc Wolpow and Geoffrey Rehnert. Its direct owners are Audax Management Company Holdings, LLC (75% or more) and Pe MD Management Aggregator, LP (5% to 10%).

Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026

How does Audax Management get paid?

Audax Management is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 21 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 160483.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

Download source data (JSON)How this directory is compiledReport a correction

This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Audax Management Company, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.