{"url":"https://nivawealth.com/firms/audax-management-160483","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160483","regulatoryAum":20123854195,"crd":"160483","secFileNumber":"801-73306","legalName":"Audax Management Company, LLC","displayName":"Audax Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/audax-private-equity/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"101 Huntington Avenue","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02199"},"tradeNames":["Audax Group","Audax Strategic Capital"],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":319,"advisory":111,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":19950279361,"discretionaryAccounts":34,"nonDiscretionary":173574834,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":36,"regulatoryAum":20123854195}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Audax Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Geoffrey Rehnert","title":"Co-Chairman & Co-Chief Executive Officer, Audax Group & Executive Chairman, Audax Private Equity","crd":"6001101"},{"name":"Marc Wolpow","title":"Co-Chairman & Co-Chief Executive Officer, Audax Group & Executive Chairman, Audax Private Debt","crd":"1294486"},{"name":"Young Lee","title":"Co-President, Audax Private Equity & Partner","crd":"3105240"},{"name":"Keith Palumbo","title":"Co-President, Audax Private Equity & Partner","crd":"2530312"},{"name":"Alexander Gardiner","title":"Co-Chief Operating Officer & Chief Financial Officer, Audax Group & Senior Managing Director","crd":"7175048"},{"name":"Daniel Weintraub","title":"Co-Chief Operating Officer & Chief Legal Officer, Audax Group & Senior Managing Director","crd":"6002608"},{"name":"Jason Scoffield","title":"Chief Compliance Officer & Fund Counsel","crd":"7288903"},{"name":"Adam Abramson","title":"Partner","crd":"2781399"},{"name":"Donald Bramley","title":"Partner","crd":"2611402"},{"name":"Richard Joseph","title":"Vice Chairman, Audax Group","crd":"6002606"},{"name":"Timothy Mack","title":"Partner","crd":"7529256"},{"name":"John Mitchell","title":"Partner","crd":"3262226"},{"name":"Joseph Rogers","title":"Partner","crd":"7529258"},{"name":"David Wong","title":"Partner","crd":"7529248"}],"ownership":[{"label":"Audax Management Company Holdings, LLC","detail":"Member in the 75% or more ownership band and a control person, since July 2019."},{"label":"Pe MD Management Aggregator, LP","detail":"Member in the 5% to 10% ownership band and a control person, since April 2023."},{"label":"Marc Wolpow","detail":"Indirect owner: a member of Audax Management Company Holdings, LLC in the 25% to 50% band and a control person, since June 2019.","parent":"Audax Management Company Holdings, LLC"},{"label":"Geoffrey Rehnert","detail":"Indirect owner: a member of Audax Management Company Holdings, LLC in the 25% to 50% band and a control person, since June 2019.","parent":"Audax Management Company Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"4 Embarcadero Center","city":"San Francisco"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"101 Huntington Avenue","city":"Boston","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"437 Madison Avenue","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-859-1520","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":38},"sources":{"adv1FilingDate":"21 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160483/PDF/160483.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Audax Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Audax Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Audax Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Audax Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Audax Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}