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Ax Southeast Loan Investor LLC

Other Private FundFund ID 805-2855442752Delaware, United States
Gross assets
$40.9M
Min. investment
$1M
Beneficial owners
1
Size rank
Top 59%
Audited
Yes
Structure
Master

About this fund

Ax Southeast Loan Investor LLC is a other private fund managed by Axonic Capital LLC. The fund reports $40.9 million in gross assets, placing it among the top 59% of private funds by size. The stated minimum investment is $1 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-2855442752
Fund typeOther Private Fund — PRIVATE FUND
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundYes
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Axonic Multifamily Bridge Master Fund LPHedge$613.8M
Axonic Credit Opportunities Master Fund LPHedge$506.7M
Axonic Special Opportunities Sbl Master Fund, LPHedge$405M
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Frequently asked questions

How large is Ax Southeast Loan Investor LLC?

Ax Southeast Loan Investor LLC reports $40.9 million in gross assets, among the top 59% of private funds by size.

What is the minimum investment for Ax Southeast Loan Investor LLC?

The stated minimum investment is $1 million.

Who manages Ax Southeast Loan Investor LLC?

Ax Southeast Loan Investor LLC is managed by Axonic Capital LLC.

Does Ax Southeast Loan Investor LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

A
New York, NY

Service providers

Prime broker
None reported
Custodian
Administrator
Auditor

Reported gross assets

$40.9M▲ 21%
Feb '25 — $33.8MMar '25 — $33.8MApr '25 — $33.8MMay '25 — $33.8MJun '25 — $33.8MJul '25 — $33.8MAug '25 — $33.8MSep '25 — $33.8MOct '25 — $33.8MNov '25 — $33.8MDec '25 — $33.8MJan '26 — $33.8MFeb '26 — $33.8MMar '26 — $40.9MApr '26 — $40.9MMay '26 — $40.9MJun '26 — $40.9M
Feb '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 59%
Larger than 41% of 67,041 private funds
Gross assets vs Other Private FundsTop 58%
Larger than 42% of 8,892 other private funds
Minimum investmentTop 33%
Higher than 67% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.