{
  "crd_number": 160483,
  "slug": "audax-private-equity-boston-ma-160483",
  "primary_business_name": "AUDAX PRIVATE EQUITY",
  "legal_name": "AUDAX MANAGEMENT COMPANY, LLC",
  "dbas": [
    "AUDAX GROUP",
    "AUDAX STRATEGIC CAPITAL"
  ],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-07-21",
  "carried_forward": false,
  "raum_total": 20123854195.0,
  "raum_discretionary": 19950279361.0,
  "raum_non_discretionary": 173574834.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 319,
  "advisory_employees": 111,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 20123854195.0,
      "count": 36
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA"
  ],
  "websites": [
    "https://audaxgroup.com",
    "https://audaxprivateequity.com",
    "https://audaxstrategiccapital.com",
    "https://facebook.com/AUDAX-GROUP-187713214604266",
    "https://instagram.com/AUDAXPRIVATEEQUITY",
    "https://investors.audaxgroup.com",
    "https://linkedin.com/COMPANY/AUDAX-GROUP",
    "https://linkedin.com/company/audax-private-equity",
    "https://linkedin.com/company/audax-strategic-capital",
    "https://x.com/AUDAXGROUP?LANG=EN",
    "https://x.com/AUDAXPE"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160483",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/audax-private-equity-boston-ma-160483",
  "display_name": "Audax Private Equity",
  "summary": "Audax Private Equity is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 21, 2026.",
  "citation": "AdvisorCensus. Audax Private Equity (CRD 160483): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Audax Private Equity compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Audax Private Equity reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "Where is Audax Private Equity located?",
      "a": "Audax Private Equity's principal office is in Boston, MA, according to its Form ADV; the August 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Audax Private Equity registered with the SEC or a state?",
      "a": "Audax Private Equity is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160483."
    },
    {
      "q": "How much does Audax Private Equity manage?",
      "a": "Audax Private Equity reports $20,123,854,195 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (99% discretionary)."
    },
    {
      "q": "How have Audax Private Equity's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Audax Private Equity: Regulatory assets under management: $10,705,415,593 in the October 2021 data and $20,123,854,195 in the October 2026 data, up 88%. Total employees: 219 in October 2021 and 319 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 Equity serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (36)."
    },
    {
      "q": "Does Audax Private Equity 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/160483"
    },
    {
      "q": "What changed in Audax Private Equity's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 109 to 111."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 10705415593.0,
      "total_employees": 219,
      "filing_date": "2021-04-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 12625569744.0,
      "total_employees": 226,
      "filing_date": "2022-05-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 16520468489.0,
      "total_employees": 225,
      "filing_date": "2023-08-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 18984373236.0,
      "total_employees": 255,
      "filing_date": "2024-05-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 19558671491.0,
      "total_employees": 284,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 20123854195.0,
      "total_employees": 319,
      "filing_date": "2026-07-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 109 to 111."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/audax-private-equity-boston-ma-160483.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 20123854195.0
    }
  ],
  "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/160483",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}