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Auxo Investment Partners, LLC

● SEC registered since 2022CRD 290177SEC# 801-126298Grand Rapids, MI
Export (members)
Ranks #4,174 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$412M
Fund GAV
$528.1M
Private funds
12
Employees
15
Accounts
12
Location
Grand Rapids, MI

Auxo Investment Partners, LLC assets under management

Auxo Investment Partners, LLC is an investment advisory firm registered with the SEC based in Grand Rapids, MI. The firm has been registered since 2022. It reports $412 million in regulatory assets under management and employs 15 people. Auxo Investment Partners, LLC manages 12 private funds with combined gross assets of $528.1 million, including Auxo Growth Holdings II, LLC. By regulatory assets, it ranks 4,174 of 6,004 private fund managers.

Auxo Investment Partners, LLC private funds

12 funds · $528.1M GAV
FundTypeGross assetsMin.
Auxo Growth Holdings II, LLCPrivate Equity$104.9M$1.5M
Auxo Growth Holdings I, LLCPrivate Equity$100.8M$1.5M
Auxo Michigan Opportunity Fund I, LLCPrivate Equity$89.1M$1.5M
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Auxo Investment Partners, LLC owners & executives

7 reported
NameTitleOwnershipSince
Auxo Management Partners, LLC ControlManaging Member25-50%2016
Jack Kolodny ControlManaging Principal & Chief Compliance Officer25-50%2016
Jeffrey Paul Helminski ControlManaging Principal25-50%2016
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Frequently asked questions

How much does Auxo Investment Partners, LLC manage?

Auxo Investment Partners, LLC reports $412 million in regulatory assets under management on its Form ADV.

How many private funds does Auxo Investment Partners, LLC manage?

Auxo Investment Partners, LLC manages 12 private funds with combined gross assets of $528.1 million.

How many employees does Auxo Investment Partners, LLC have?

Auxo Investment Partners, LLC reports 15 employees.

Where is Auxo Investment Partners, LLC located?

Auxo Investment Partners, LLC is based in Grand Rapids, MI and has been SEC-registered since 2022.

Does Auxo Investment Partners, LLC disclose fund performance?

Auxo Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address38 Commerce Ave. SW, Suite 500, Grand Rapids, MI 49503
Phone616-980-9810
Office hours9a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1713811
Discloses disciplinary historyNo

Regulatory AUM

$412M▲ 41%
Mar '25 — $292MApr '25 — $292MMay '25 — $292MJun '25 — $292MJul '25 — $292MAug '25 — $292MSep '25 — $292MOct '25 — $292MNov '25 — $292MDec '25 — $292MJan '26 — $292MFeb '26 — $292MMar '26 — $412MApr '26 — $412MMay '26 — $412MJun '26 — $412M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
AUM vs fund managersTop 70%
Larger than 30% of 6,004 private-fund managers
Number of fundsTop 21%
More funds than 79% of fund managers
EmployeesTop 30%
More than 70% of 16,825 advisers

Assets under management

$412Mregulatory AUM
Discretionary $412M

Fund type mix

Other Private9
Private Equity3

Service providers