# Audax Private Equity

> 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.

- CRD: 160483
- Filed as: AUDAX PRIVATE EQUITY
- Legal name: Audax Management Company, LLC
- Also doing business as: AUDAX GROUP, AUDAX STRATEGIC CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160483
- AdvisorCensus page: https://advisorcensus.com/firm/audax-private-equity-boston-ma-160483

## Quick answers

**How is Audax Private Equity compensated?**
On its Form ADV (Item 5.E, October 2026), Audax Private Equity reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Audax Private Equity located?**
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).

**Is Audax Private Equity registered with the SEC or a state?**
Audax Private Equity is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160483.

**How much does Audax Private Equity manage?**
Audax Private Equity reports $20,123,854,195 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (99% discretionary).

**How have Audax Private Equity's assets and staff changed since 2021?**
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.

**What types of clients does Audax Private Equity serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (36).

**Does Audax Private Equity report any disciplinary disclosures?**
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

**What changed in Audax Private Equity's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 109 to 111.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $20,123,854,195
- Discretionary: $19,950,279,361
- Non-discretionary: $173,574,834

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 36 | $20,123,854,195 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 319 total, 111 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Hong Kong
- London
- New York, NY
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- audaxgroup.com
- audaxprivateequity.com
- audaxstrategiccapital.com
- investors.audaxgroup.com
- Facebook @AUDAX-GROUP-187713214604266
- Instagram @AUDAXPRIVATEEQUITY
- LinkedIn @AUDAX-GROUP
- LinkedIn @audax-private-equity
- LinkedIn @audax-strategic-capital
- X @AUDAXGROUP
- X @AUDAXPE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,705,415,593 | 219 | April 5, 2021 |
| October 2022 | $12,625,569,744 | 226 | May 5, 2022 |
| October 2023 | $16,520,468,489 | 225 | August 2, 2023 |
| October 2024 | $18,984,373,236 | 255 | May 3, 2024 |
| October 2025 | $19,558,671,491 | 284 | June 26, 2025 |
| October 2026 | $20,123,854,195 | 319 | July 21, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 109 to 111.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Audax Private Equity (CRD 160483): Form ADV filing data as of October 2026.
