{
  "crd_number": 159458,
  "slug": "audax-private-debt-new-york-ny-159458",
  "primary_business_name": "AUDAX PRIVATE DEBT",
  "legal_name": "AUDAX MANAGEMENT COMPANY (NY), LLC",
  "dbas": [
    "AUDAX DIRECT LENDING SOLUTIONS",
    "AUDAX EVERGREEN",
    "AUDAX GROUP",
    "AUDAX MEZZANINE"
  ],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-01-03",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-08-04",
  "carried_forward": false,
  "raum_total": 25694791227.0,
  "raum_discretionary": 25113171169.0,
  "raum_non_discretionary": 581620058.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 238,
  "advisory_employees": 80,
  "client_count_bucket": null,
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 167145556.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 25104774050.0,
      "count": 72
    },
    "business_development_companies": {
      "raum": 422871621.0,
      "count": 1
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA",
    "NY"
  ],
  "websites": [
    "https://audaxcreditbdc.com",
    "https://audaxprivatedebt.com",
    "https://linkedin.com/company/audax-private-debt",
    "https://x.com/AUDAXPD"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159458",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/audax-private-debt-new-york-ny-159458",
  "display_name": "Audax Private Debt",
  "summary": "Audax Private Debt is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 4, 2026.",
  "citation": "AdvisorCensus. Audax Private Debt (CRD 159458): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Audax Private Debt compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Audax Private Debt reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "Where is Audax Private Debt located?",
      "a": "Audax Private Debt's principal office is in New York, NY, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Audax Private Debt registered with the SEC or a state?",
      "a": "Audax Private Debt is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159458."
    },
    {
      "q": "How much does Audax Private Debt manage?",
      "a": "Audax Private Debt reports $25,694,791,227 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (98% discretionary)."
    },
    {
      "q": "How have Audax Private Debt's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Audax Private Debt: Regulatory assets under management: $12,666,093,671 in the October 2021 data and $25,694,791,227 in the October 2026 data, up 103%. Total employees: 39 in October 2021 and 238 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Audax Private Debt serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (72); business development companies (1); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Does Audax Private Debt report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159458"
    },
    {
      "q": "What changed in Audax Private Debt's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 12666093671.0,
      "total_employees": 39,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 15572967273.0,
      "total_employees": 83,
      "filing_date": "2022-05-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 19499766298.0,
      "total_employees": 107,
      "filing_date": "2023-07-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 19895221000.0,
      "total_employees": 114,
      "filing_date": "2024-06-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 22593161361.0,
      "total_employees": 206,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 25694791227.0,
      "total_employees": 238,
      "filing_date": "2026-08-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Audax Senior Debt.",
        "Added the business name Audax Evergreen.",
        "Employees performing advisory functions went from 71 to 80.",
        "Regulatory assets under management went from $22,593,161,361 to $26,199,390,489 (+16%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/audax-private-debt-new-york-ny-159458.md",
  "clients": [
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 422871621.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 72,
      "fewer_than_5": false,
      "raum": 25104774050.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 167145556.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159458",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}