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Audax Management Company (ny)

SEC-registered adviser since 2012New York, NYCRD 159458

$25.7B
AUM
74
Clients
See fees
Fee
80
Advisory staff

From Form ADV filed 4 August 2026 · data retrieved 15 October 2026SEC record

Audax Management Company (ny) is an investment adviser headquartered in New York, New York, and registered with the SEC since 2012. Its clients include pooled investment vehicles, business development companies, and pension and profit-sharing plans.

Its services include portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management, performance-based fees and other arrangements. Audax PD Management Holdings II, LLC owns 75% or more of Audax Management Company (ny), and Kevin Magid is its CEO.

Clients

Audax Management Company (ny) serves 74 clients, 72 of them pooled investment vehicles. The average client has about $347 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles72 clients98%
  • OtherBusiness development companies, Pension and profit-sharing plans2%
Show client breakdown
Business development companies
Clients
1
Regulatory AUM
$422,871,621
Share
1.6%
Avg. per client
$422.9M
Pooled investment vehicles
Clients
72
Regulatory AUM
$25,104,774,050
Share
97.7%
Avg. per client
$348.7M
Pension and profit-sharing plans
Clients
1
Regulatory AUM
$167,145,556
Share
0.7%
Avg. per client
$167.1M

Total

Clients
74
Regulatory AUM
$25,694,791,227
Share
100%
Avg. per client
$347.2M

What it does

Audax Management Company (ny) provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, performance-based fees and other arrangements.

Audax Management Company (ny) advises 56 private funds.

97.7% of assets ($25.11B across 72 accounts) are managed with discretion; $581.6M across 2 accounts are not. 24% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Bonds93%
  • Cash6%
  • Other1%
    • Composed of interest receivable and bank loan receivables.1%

Custodians

Audax Management Company (ny) has custody of $701.9M for 3 clients.

Managed account assets by custodian
  • All other custodians$25.69B100%

Ownership and leadership

Audax PD Management Holdings II, LLC owns 75% or more of Audax Management Company (ny), and Kevin Magid is its CEO.

Who owns the firm
Audax Management Company (ny), LLC· the adviser

  • Audax PD Management Holdings II, LLC

    Control person · since June 2025

    Owns 75% or more of Audax Management Company (ny), LLC

Leadership

  • Kevin Magid
    President & Chief Executive Officer, Audax Private Debt
  • 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
  • Kris Corbett
    Managing Director & Chief Financial Officer, Audax Private Debt
  • 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
  • Ulf Peter Gummeson
    Partner
  • Richard Joseph
    Vice Chairman, Audax Group
  • Michael McGonigle
    Managing Partner, Audax Private Debt
  • Steven Ruby
    Managing Partner, Audax Private Debt
  • Rahman Vahabzadeh
    Managing Partner, Audax Private Debt
  • Adam Weiss
    Partner

Staff

  • 238 employees
  • 80 in advisory functions

Fees

Audax Management Company (ny) is paid through a percentage of assets under management, performance-based fees and other.

Audax Management Company (ny)’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 Company (ny) has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

New York · 1 listed address

  • 320 Park Avenue, 19th Floor, New YorkHQ

Other business names

Audax Management Company (ny) has reported 4 other business names to the SEC.

  • Audax Direct Lending Solutions
  • Audax Evergreen
  • Audax Group
  • Audax Mezzanine

Registration details

Legal name
Audax Management Company (ny), LLC
Headquarters
320 Park Avenue, 19th Floor, New York, NY 10022
Phone
212-703-2700
Website
Not reported
SEC file
801-72999
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 Company (ny) have?

Audax Management Company (ny) has 74 clients and manages $25.7 billion for them, as of August 2026. They include 72 pooled investment vehicles, 1 business development companies and 1 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026

What services does Audax Management Company (ny) offer?

Audax Management Company (ny) provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.

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

How many financial advisors does Audax Management Company (ny) have?

Audax Management Company (ny) has 0 investment adviser representatives registered with state securities authorities, out of 238 employees, and 80 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

What does Audax Management Company (ny) invest in?

At the end of its last fiscal year, Audax Management Company (ny)’s separately managed accounts held 93% investment grade corporate bonds, 6% cash and equivalents and 1% composed of interest receivable and bank loan receivables.. It advises 56 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Audax Management Company (ny)?

Audax Management Company (ny) is owned through a chain of holding companies by Geoffrey Rehnert, Marc Wolpow and Kevin Magid. Its direct owner is Audax PD Management Holdings II, LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 4 August 2026

How does Audax Management Company (ny) get paid?

Audax Management Company (ny) is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions 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 4 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 159458.

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

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Audax Management Company (ny), 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.