RIA Intel›Advisers›Massachusetts›AUDAX MANAGEMENT COMPANY, LLC

AUDAX MANAGEMENT COMPANY, LLC

Fund Manager

N·BOSTON, MA

Data as of Jul 21, 2026 · Source: SEC Form ADV

Total AUM

$20.1B

1-Year AUM Growth

+3.0%

3-Year CAGR

+15.7%

Employees

111

Assets Under Management

Total AUM$20.1B

Discretionary AUM$20.0B

Non-Discretionary AUM$174M

Discretionary %99.1%

Total Clients35

Team

Total Employees111

Investment Advisers319

Employee Growth (1Y)+10.4%

Private Funds

Number of Private Funds35

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record33

First FilingFeb 10, 2012

Latest FilingJul 21, 2026

🔒 Full AUM trend chart and 33 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AUDAX MANAGEMENT COMPANY, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.