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Axxes Advisors I LLC

● SEC registered since 2024CRD 332460SEC# 801-131088Coral Gables, FL
Export (members)
Reg. AUM
$6.8M
Employees
10
Accounts
1
Location
Coral Gables, FL

About Axxes Advisors I

Axxes Capital gives wealth advisors and their clients structured access to private market opportunities across credit, private equity, infrastructure, direct lending, real estate, and venture. Solutions are designed with established asset-manager partnerships.
Summary based on the firm’s website.

Axxes Advisors I LLC assets under management

Axxes Advisors I LLC is an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 2024. It reports $6.8 million in regulatory assets under management and employs 10 people.

Axxes Advisors I LLC owners & executives

19 reported
NameTitleOwnershipSince
Adam Lawrence Kaplan ControlChief Administration OfficerUnder 5%2024
Axxes Advisors I Feeder Fund B3 LPMember5-10%2025
Axxes Fund Solutions LLC ControlMemberOver 75%2024
Gary J Bachman ControlPresident And Chief Financial OfficerUnder 5%2024
Joseph Edward Dagrosa ControlChief Executive OfficerUnder 5%2024
Linda Jane Hoard ControlChief Compliance OfficerUnder 5%2026
Axxes Capital Inc ControlManagerOver 75%2021
Axxes Holdings Inc ControlMemberOver 75%2021
Axxes Partners LLC ControlMember25-50%2021
Dagrosa Bajo LLC ControlMember25-50%2021
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Frequently asked questions

How much does Axxes Advisors I LLC manage?

Axxes Advisors I LLC reports $6.8 million in regulatory assets under management on its Form ADV.

How many employees does Axxes Advisors I LLC have?

Axxes Advisors I LLC reports 10 employees.

Where is Axxes Advisors I LLC located?

Axxes Advisors I LLC is based in Coral Gables, FL and has been SEC-registered since 2024.

Does Axxes Advisors I LLC disclose fund performance?

Axxes Advisors I LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3011 Ponce de Leon Blvd, Suite 1420, Coral Gables, FL 33134
Phone800-684-1006
Office hours9a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Regulatory AUM

$6.8M▲ 6711%
Jun '25 — $100KJul '25 — $100KAug '25 — $100KSep '25 — $100KOct '25 — $100KNov '25 — $100KDec '25 — $100KJan '26 — $100KFeb '26 — $100KMar '26 — $100KApr '26 — $6.8MMay '26 — $6.8MJun '26 — $6.8MJul '26 — $6.8MAug '26 — $6.8MSep '26 — $6.8M
Jun '25Form ADV, monthlySep '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,369 advisers
EmployeesTop 40%
More than 60% of 16,804 advisers

Assets under management

$6.8Mregulatory AUM
Discretionary $6.8M