Axxes Capital
- Company typePrivate
- Founded2022
- HeadquartersCoral Gables, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Axxes Capital firmographics
Firmographics- Name
- Axxes Capital
- Legal name
- Axxes Capital Inc.
- Website
- https://axxescapital.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Axxes Capital industry classification
Industry- Product category
- Private Markets / Interval Fund Investment Management
- NAICS
- Open-End Investment Funds (52591), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- LP Secondaries — Private Credit / Direct Lending Funds (FSAHALAD)
- akta.pro secondary industry
- Multi-Asset Absolute Return & Diversified Macro Funds (FSAAAJAH)
Keywords
Where Axxes Capital is headquartered
LocationHeadquarters
- HQ city
- Coral Gables
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Axxes Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Management Fees: The Axxes Private Markets Fund charges a 1.25% management fee on assets under management. Class A shares also have a monthly shareholder servicing fee at an annual rate of up to 0.25% of average daily net assets.
- Sales Loads and Contingent Deferred Sales Charges: Class A shares have a maximum front-end sales load of 5.75% subject to breakpoints. Class C shares are subject to a contingent deferred sales charge (CDSC) of 1.00% on shares repurchased less than 365 days after purchase.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Class A (AXEAX) - Front-end load structure |
| Subscription | Annual | Class C (AXECX) - Back-end load structure |
| Subscription | Annual | Class I (AXEIX) - Institutional share class |
| Other | Pay-as-you-go | General Fund Terms |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
Axxes Capital product offering
Product offeringCore offering
Axxes Capital packages institutional-quality private market strategies into SEC-registered interval funds and a direct investing platform for financial advisors and RIAs. Its flagship Axxes Private Markets Fund provides access to private equity co-investments and secondaries through GCM Grosvenor and Fisher Lynch Capital, with low $25,000 minimums, daily subscriptions via ticker symbols, and 5% quarterly liquidity. It complements this with the Axxes Opportunistic Credit Fund (Greywolf Capital), the Axxes Direct co-investment platform, and a structured advisor education program.
Product overview
Axxes Capital is a private markets investment firm that provides financial advisors and their clients access to private investment opportunities through a suite of SEC-registered interval funds and educational resources. The core products include the Axxes Private Markets Fund (focused on co-investments and secondaries with GCM Grosvenor and Fisher Lynch Capital), the Axxes Opportunistic Credit Fund (in partnership with Greywolf Capital), and Axxes Direct (a direct investing platform for co-investment opportunities). The firm also offers the Advisor Portal platform enabling point-and-click investing with ticker symbols, alongside educational resources including The Financial Advisor's Guide to Private Investments and Axxes Institute's continuing education modules. The investment vehicles offer low minimums ($25,000), quarterly liquidity features, and simplified 1099 tax reporting, designed to democratize access to institutional-quality private market investments.
Differentiator
Problem solved
Functional benefit
Brands
- Axxes Direct: Direct investing platform offering advisors access to premium, vetted co-investment opportunities in private assets
- Axxes Private Markets Fund
- Axxes Opportunistic Credit Fund
Products and services
- Axxes Private Markets Fund SEC-registered interval fund focused on private equity co-investments and secondaries, powered by GCM Grosvenor and Fisher Lynch Capital. Open to accredited investors with $25,000 minimum, daily subscriptions via ticker symbols (AXEAX, AXECX, AXEIX), and a 5% quarterly liquidity feature at NAV with simplified 1099 tax reporting.
- Axxes Opportunistic Credit Fund Interval fund offering wealth advisors and their clients access to opportunistic credit markets through an investment management partnership with Greywolf Capital.
- Axxes Direct Pioneering direct-investing platform offering advisors access to premium, vetted co-investment opportunities in private assets traditionally reserved for large institutional investors and ultra-high-net-worth family offices, including direct private equity investments, co-investments, and continuation vehicles.
- The Financial Advisor's Guide to Private Investments Educational book and resource co-authored by CEO Joseph E. DaGrosa Jr. and CIO Arun Kaul covering key private-market structures (PE, VC, credit, real estate, infrastructure), regulatory guidance, portfolio construction strategies, and due diligence checklists, targeted at financial advisors.
- The Investor's Guide to Private Investments Book co-authored by Joseph E. DaGrosa Jr. and Arun Kaul, CFA, targeted at investors, family offices, entrepreneurs, and business owners, covering private markets evolution and the expanding role of private equity, credit, venture capital, real estate, and infrastructure.
- Axxes Institute Educational Modules CFP/IWI-approved continuing education courses including Module 1 (Why Private Markets Matter) and Module 2 (Private Equity and Venture Capital Opportunities), alongside whitepapers covering private debt, portfolio protection, and alternatives in 401(k) portfolios, led by Chief Investment Strategist Arun Kaul.
- Advisor Portal Online platform providing registered investment advisors and licensed representatives with access to Axxes' SEC-registered interval fund products via ticker symbols, with simplified 1099 tax reporting, low investment minimums ($25,000), and quarterly liquidity options.
Quantifiable outcome
- Interval funds offer low investment minimums, quarterly liquidity options, 1099 tax reporting, and daily allocations using ticker symbols
- +1 more outcomes
Companies that use Axxes Capital
Customer profileSegments2 records
Ideal customer profiles2 records
Axxes Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Axxes Capital partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered flagship and core.
- Bridge Investment GroupflagshipAxxes Capital announced collaboration with Bridge Investment Group to offer investors access to private market vehicles managed by Bridge. Bridge is a diversified alternative investment manager across various asset classes, including real estate. This collaboration expands the range of private market opportunities available to Axxes Capital's advisor network.
- Greywolf CapitalflagshipAxxes Capital partnered with Greywolf Capital to launch the Axxes Opportunistic Credit Fund, expanding access to opportunistic credit markets. Greywolf Capital provides the investment management expertise for this strategy.
- GCM GrosvenorcoreGCM Grosvenor is an independent alternative asset manager with global presence serving as a Core Independent Manager for the Axxes Private Markets Fund. They have $29.4 billion in private equity AUM, a network of 500+ sponsor relationships, 54 private equity professionals globally, and nearly 25 years of investing in private equity. The partnership provides co-investment and secondary opportunities to fund investors.
- Fisher Lynch CapitalcoreFisher Lynch Capital is a boutique private equity firm concentrating exclusively on co-investments. They have $7.7 billion in AUM, 200+ relationships with mid-sized to large sponsors, a dedicated co-investment team of 10 professionals, and a seasoned team with a 25-year co-investment track record. They serve as a Core Independent Manager for the Axxes Private Markets Fund.
- Ultimus Fund DistributorscoreUltimus Fund Distributors, LLC serves as the fund's distributor, an SEC registered broker-dealer and member of FINRA. This distribution partnership enables broad distribution through broker-dealer networks and RIA platforms.
Scale indicators4 records
Recent moves9 records
Expansion highlights5 records
Axxes Capital competitors and assessment
Company assessmentBroad incumbents
- Blackstone (Blackstone Private Credit Fund, interval funds): Blackstone operates non-traded BDCs and interval funds (e.g., Blackstone Private Credit Fund) that distribute to RIAs and wealth advisors through ticker structures. Directly comparable to Axxes in product wrapper and target channel, but vastly larger AUM and broader strategy menu — a scaled incumbent competing for the same advisor wallet.
- Blue Owl Capital: Blue Owl operates interval funds (e.g., Blue Owl Capital Corp II/III) and feeder structures targeting RIAs with private credit and direct lending exposure. Highly comparable interval fund + RIA distribution model, with much greater AUM and product breadth.
- Apollo Global Management: Apollo offers interval funds (Apollo Diversified Credit Fund, Apollo Debt Solutions) and structured wealth products distributed through RIAs. Same channel (advisors/wealth), same wrapper (interval fund), and overlapping private credit exposure — a scaled incumbent peer.
- KKR (interval/wealth feeder products): KKR has built out interval funds (e.g., KKR Real Estate Finance Trust, KKR Credit Opportunities) and wealth platform vehicles targeting RIAs and family offices with private market exposure. Comparable product structure and target customer; vastly larger balance sheet.
- Hamilton Lane: Hamilton Lane is a specialist private markets manager with feeder fund products (e.g., Hamilton Lane Private Assets Fund, interval structures) bringing PE/credit exposure to wealth advisors. Direct overlap with Axxes' private markets and secondaries focus; much larger AUM and 30+ year track record.
Direct peers
- Cliffwater Corporate Lending Fund: Cliffwater launched one of the first interval funds focused on private credit and direct lending for the wealth channel. Most directly comparable competitor: independent asset manager, interval fund wrapper, RIA distribution, credit-led strategy — similar size and stage profile to Axxes.
- StepStone Group: StepStone is a global private markets investment firm that has launched interval funds and feeder vehicles (e.g., StepStone Private Markets) targeting the wealth channel with diversified PE, real estate, and credit exposure. Highly comparable in strategy mix and RIA distribution.
Emerging players
- iCapital Network: iCapital provides a tech-enabled platform that gives RIAs and family offices access to private market funds (including feeder/interval structures). Comparable in serving the same advisor channel for private market access, but iCapital is a distribution/feeder platform rather than a fund sponsor.
- CAIS: CAIS is a leading alternative investment platform for RIAs providing access to private equity, private credit, hedge funds, and structured products. Competes with Axxes for advisor mindshare and private market allocations, but as a multi-manager platform rather than a fund issuer.
- FCP (First Capital Partners / similar RIA-distributed interval fund issuers): FCP operates interval funds (e.g., FCP Income Plus Fund) and other interval fund vehicles distributed through RIAs with private credit and alternatives focus. Comparable product wrapper, distribution channel, and target customer — similar early-stage profile.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Axxes Capital social profiles
Digital presenceAxxes Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Axxes Capital leadership team
Management profileNumber of profiles
Profiles15 records
Axxes Capital funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Axxes Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Axxes Capital
What does Axxes Capital do?
Axxes Capital packages institutional-quality private market strategies into SEC-registered interval funds and a direct investing platform for financial advisors and RIAs. Its flagship Axxes Private Markets Fund provides access to private equity co-investments and secondaries through GCM Grosvenor and Fisher Lynch Capital, with low $25,000 minimums, daily subscriptions via ticker symbols, and 5% quarterly liquidity. It complements this with the Axxes Opportunistic Credit Fund (Greywolf Capital), the Axxes Direct co-investment platform, and a structured advisor education program.
Is Axxes Capital a public or private company?
Axxes Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Axxes Capital founded?
Axxes Capital was founded in 2022. It employs 11 to 50 people.
Where is Axxes Capital based?
Axxes Capital is headquartered in Coral Gables, United States, in the North America region.
How does Axxes Capital make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are sales Loads and Contingent Deferred Sales Charges.
Who are Axxes Capital's main competitors?
Broad incumbents on record are Blackstone (Blackstone Private Credit Fund, interval funds), Blue Owl Capital, Apollo Global Management, KKR (interval/wealth feeder products) and Hamilton Lane. Direct peers are Cliffwater Corporate Lending Fund and StepStone Group. Emerging players are iCapital Network, CAIS and FCP (First Capital Partners / similar RIA-distributed interval fund issuers).
Does Axxes Capital have an API?
No public API is recorded for Axxes Capital.
What industry is Axxes Capital in?
Axxes Capital's product category is Private Markets / Interval Fund Investment Management. Its primary akta.pro industry code is FSAHALAD, LP Secondaries — Private Credit / Direct Lending Funds, with a secondary code of FSAAAJAH, Multi-Asset Absolute Return & Diversified Macro Funds. Its NAICS code is 52591 and its SIC code is 6282.