9AT: AUDAX GROUP

AUDAX GROUP

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As of Date	04/29/2026
ADV Location	United States, MA / United States, NY
Websites

AUM^*	45,818,645,422 16%
of that, discretionary	45,063,450,530 14%
Number of Employees	557 40%
of those in investment advisory functions	191 12%
Private Fund GAV^*	44,866,019,763 7%
Avg Account Size	416,533,140 -23%
SMA’s	Yes
Private Funds	118 28

- Large advisory firm
- An investment adviser to a company which has elected to be a business development company

- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

- A percentage of assets under your management
- Performance-based fees

45B 39B 32B 26B 19B 13B 6B

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

GAV Count

	Count	GAV
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Pie Radar

GAV Count

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Adviser	City, State	AUM	Employees	SMA’s	Private Funds
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