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Axxes Capital
Axxes Capital is a private markets investment firm that empowers financial advisors with innovative access to private markets. Through partnerships with...
Overview
Axxes Capital is a private markets investment firm that empowers financial advisors with innovative access to private markets. Through partnerships with established asset managers, it seeks to deliver thoughtfully structured investment solutions across opportunistic credit, private equity, infrastructure, direct lending, real estate, and venture capital. Its SEC-registered interval funds offer low investment minimums, quarterly liquidity options, 1099 tax reporting, and daily allocations using ticker symbols.
General information
Firm type
Private Equity
Year founded
2022
Location
Region
North America
Country
United States
City
Coral Gables
Corporate office
Coral Gables, FL, United States
Principals
Joseph DaGrosa
Jr., Chairman & CEO
Gary J. Bachman
President & Chief Financial Officer
Arun Kaul
Chief Investment Strategist
Adam Kaplan
Chief Administrative Officer
Katie Calvert
Vice President, Director of Conferences & Events
Benjamin Vargas
Head of Capital Formation
Kevin Holleron
Senior Vice President, Regional Director, Central
Daniel Sullivan
Senior Vice President, Regional Director, Northeast
Lauren LaRoche
Outsourced Chief Compliance Officer
Robert H. Book
Co-Vice Chairman
Jay Schottenstein
Co-Vice Chairman
Admiral William Owens
Director
Martha Bejar
MBA, Director
Amr Alian
CPA, MBA, CVA, Director
Maria C. Alonso
NACD.DC, Director
Sergio Unzueta
Director
Anirudh Ravunniarath
Director
Troy Paredes J.D
Senior Advisor
Ernesto De La Fe
Senior Advisor
Ari Bass
President of Axxes Direct
Frequently asked questions
What investment strategies does Axxes Capital pursue?
Axxes Capital operates across co-investments, direct secondaries, growth equity, venture capital, and venture debt. This multi-strategy approach allows the firm to deploy capital across stages and structures rather than committing to a single asset class. The specific allocation among these strategies is not publicly disclosed.
Does Axxes Capital participate in fund commitments or only direct deals?
Based on its stated strategies, Axxes Capital engages in both direct investments and secondary purchases of fund interests. The co-investment and direct secondaries strategies involve buying LP stakes or portfolios from other investors, while the growth and venture strategies imply direct company investments. The firm has not disclosed its mix of primary fund commitments versus direct deals.
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