AUXO INVESTMENT PARTNERS, LLC
Adviser information for AUXO INVESTMENT PARTNERS, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 11 | $353.9M |
| Non-Discretionary | 0 | $0 |
| Total | 11 | $353.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 11 | $353.9M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesMONITORING FEES |
Principal Office
38 COMMERCE AVE. SWSUITE 500
GRAND RAPIDS
MI
United States
Monday - Friday, 9AM-5PM
Tel: 616-980-9810, Fax: None
Chief Compliance Officer
JACK KOLODNY
MANAGING PARTNER
1015 CHANTILLY ROAD
LOS ANGELES
CA
United States
Tel:
617-470-7803
J*******@***************M
(Full email address available in API data)
Regulatory Contact
JEFF HELMINSKI
MANAGING PARTNER
38 COMMERCE AVE. SW
SUITE 500
GRAND RAPIDS
MI
United States
Tel:
616-980-9811
J*********@***************M
(Full email address available in API data)
Industry Affiliates
| AUXO MANAGEMENT PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AUXO MICHIGAN OPPORTUNITY FUND I MM, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AGH I - ANDRIE | SINGLE HOLDING VEHICLE | $32.3M | $0.3M | 41 |
| AGH I - ATLAS BERNAL | SINGLE HOLDING VEHICLE | $11.9M | $0.3M | 25 |
| AGH I - PPG | SINGLE HOLDING VEHICLE | $60.8M | $0.3M | 30 |
| AGH I - PRESTIGE | SINGLE HOLDING VEHICLE | $16.0M | $0.3M | 30 |
| AGH I - RAIL | SINGLE HOLDING VEHICLE | $65.2M | $0.3M | 51 |
| AGH I - TELOS | SINGLE HOLDING VEHICLE | $10.2M | $0.3M | 12 |
| AUXO - ALTUS | SINGLE HOLDING VEHICLE | $32.4M | $0.3M | 12 |
| AUXO - FASTENERS | SINGLE HOLDING VEHICLE | $8.8M | $0.3M | 10 |
| AUXO - WIRE | SINGLE HOLDING VEHICLE | $39.7M | $0.3M | 20 |
| AUXO GROWTH HOLDINGS I, LLC | Private Equity Fund | $134.2M | $1.5M | 34 |
| AUXO MICHIGAN OPPORTUNITY FUND I, LLC | Private Equity Fund | $96.5M | $1.5M | 77 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KOLODNY, JACK | Individual | – | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | 09/2016 | 25-50% |
| HELMINSKI, JEFFREY, PAUL | Individual | – | MANAGING PRINCIPAL | 09/2016 | 25-50% |
| TEDORI, JR., FREDERIC, JOHN | Individual | – | MANAGING PRINCIPAL | 09/2016 | 25-50% |
| AUXO MANAGEMENT PARTNERS, LLC | Domestic Entity | – | MANAGING MEMBER | 09/2016 | 25-50% |
| TEDORI, JR., FREDERIC, JOHN | Individual | AUXO MANAGEMENT PARTNERS, LLC | MANAGING MEMBER | 09/2016 | 25-50% |
| HELMINSKI, JEFFREY, PAUL | Individual | AUXO MANAGEMENT PARTNERS, LLC | MANAGING MEMBER | 09/2016 | 25-50% |
| KOLODNY, JACK | Individual | AUXO MANAGEMENT PARTNERS, LLC | MANAGING MEMBER | 09/2016 | 25-50% |