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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 7 40.00%
of those in investment advisory functions 4
Registration SEC, Approved, 7/9/2020
Other registrations (1)
Former registrations

AXIAL READE CAPITAL, LP

AUM* 618,110,343 4.51%
of that, discretionary 618,110,343 4.51%
Private Fund GAV* 618,110,344 4.51%
Avg Account Size 123,622,069 4.51%
SMA’s No
Private Funds 5
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
591M 507M 422M 338M 253M 169M 84M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$618,110,344

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Brochure Summary

Overview

Axial Reade Capital, LP (hereinafter “Axial Reade”, “we”, “us”, “our” or the “Firm”) is organized as a Delaware limited partnership with a principal place of business in New York, New York. Axial Reade provides discretionary investment management services to qualified investors through its general partner entities related to its private funds. These general partner entities may also herein be referred to as “Axial Reade”, “we”, “us”, “our” or the “Firm”. We serve as the investment adviser, with discretionary trading authority, to private, pooled investment vehicles, the securities of which are offered through offering documentation to accredited investors, as defined under the Securities Act of 1933, as amended, and qualified purchasers, as defined under the Investment Company Act of 1940, as amended. We do not tailor our advisory services to the individual needs of any particular investor. As mentioned above, Axial Reade provides investment supervisory services on a discretionary basis to affiliated private equity investment funds herein each referred to as a “Fund” or “Client”, and collectively referred to as the “Funds” or the “Clients”. For more information about the Funds currently advised by the Firm, please see Axial Reade’s Form ADV Part 1 Section 7.B.(1). The qualified investors that agree to be limited partners in our Funds are herein referred to as “Investor”, “Partner” or “Limited Partner”, or collectively as “Investors”, “Partners” or “Limited Partners”. Any direct and indirect subsidiaries of a Fund are referred to herein as a “Portfolio Company”, or collectively as “Portfolio Companies.” “Investments” herein refers to a Fund’s direct or indirect investments in the securities and/or assets of a Portfolio Company or Portfolio Companies. Axial Reade seeks to achieve long-term capital appreciation for its Funds by making privately negotiated Investments in growth-oriented
companies and investment opportunities. Investment advisory services provided to a Fund include but may not be limited to: buying, managing and selling Investments on behalf of the Fund; and periodically reporting to each of the Fund’s Investors in accordance with the Fund’s subscription agreement, agreement of limited partnership, private placement memorandum or other offering documents, and other governing documents (collectively, the “Governing Documents”). Our investment decisions and advice with respect to the Funds are subject to each Fund’s investment objectives and guidelines, as set forth in its respective Governing Documents. Tailored Advisory Services: For each Fund, the Firm tailors its advisory services to the investment strategies, specific terms and conditions described in its Governing Documents. The Firm, and its Investment Committee, will strictly adhere to the investment strategies and restrictions set forth in each Fund’s Governing Documents. Investors in a Fund are generally expected to participate in the overall investment program for the Fund, although they may be excused from a particular investment due to legal, regulatory or other applicable constraints pursuant to the Governing Documents; for the avoidance of doubt, such arrangements generally do not and will not create an adviser-client relationship between the Firm and any investor. The Funds or the General Partners have entered into side letters or other similar agreements (“Side Letters”) with certain investors that have the effect of establishing rights under, or altering or supplementing the terms (including economic or other terms) of, the Governing Documents with respect to such investors. We do not currently participate in any Wrap Fee Programs. As of December 31, 2023, our Regulatory Assets under Management were $618,110,343. The Firm is controlled by Michael Sirignano.