Axos Financial
Custodian
Private funds
15
Advisory firms
4
About Axos Financial
Axos Financial is named as a custodian on Form ADV filings for 15 private funds across 4 SEC-registered advisers.
Largest fund clients
15 funds| Fund | Manager | Gross assets |
|---|---|---|
| Power Innovation Fund, L.P. | Power Innovation Partners, L.P. | $239.7M |
| Chicago Atlantic Portfolio, LP | Chicago Atlantic Advisers, LLC | $186.7M |
| Lago Innovation Fund Iii-Qp, LP | Lago Asset Management, LLC | $118.3M |
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| As custodian | 15 funds |