Audax Management Company, Llc

SEC-registered Private Fund Manager · Large ($10B–$100B) CRD 160483 · SEC file 801-73306 · Boston, MA · www.audaxstrategiccapital.com

☆ Save with Pro ADV data as of Jul 21, 2026

Regulatory AUM: $20.1B
Discretionary: $20.0B
Clients: 36
Avg AUM / client: $559M
Accounts: 36
Employees: 319

AUM over time

$2.3B $20.1B

Dec 2011 Jul 2026

Annual snapshots from Form ADV filings · as of Jul 21, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Pooled investment vehicles (non-investment companies)	36	$20.1B	100.0%

Private funds (31)

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Reported in Form ADV Section 7.B.(1), filing of May 2024 · $19.0B combined gross assets

Fund	Type	Domicile	Gross assets	Owners
Audax Private Equity Fund Vii B, L.P.	Private Equity Fund	Delaware	$3.6B	234
Audax Private Equity Fund Vi A, L.P.	Private Equity Fund	Delaware	$2.6B	128
Audax Private Equity Fund Vi B, L.P.	Private Equity Fund	Delaware	$2.3B	134
Audax Private Equity Fund Vii A, L.P.	Private Equity Fund	Delaware	$1.8B	210
Audax Private Equity Fund Iv Cf, L.P.	Private Equity Fund	Delaware	$1.6B	140
Audax Private Equity Fund V A, L.P.	Private Equity Fund	Delaware	$1.3B	118
Audax Pe Vii Co Invest, A Series Of Audax Co Invest Series, Llc	Private Equity Fund	Delaware	$1.0B	223
Audax Pe Vi Co Invest, A Series Of Audax Co Invest Series, Llc	Private Equity Fund	Delaware	$926M	184
Audax Private Equity Origins Fund I, L.P.	Private Equity Fund	Delaware	$782M	141
Audax Private Equity Fund V B, L.P.	Private Equity Fund	Delaware	$697M	87
Audax Trust Co Invest, L.P.	Private Equity Fund	Delaware	$408M	85
Audax Private Equity Aspen Cf, L.P.	Private Equity Fund	Delaware	$400M	53
Audax Pe Vii Trust Co Invest, A Series Of Audax Trust Series Co Invest, Llc	Private Equity Fund	Delaware	$360M	79
Audax Pe V Co Invest, A Series Of Audax Co Invest Series, Llc	Private Equity Fund	Delaware	$268M	122
Audax Private Equity Solutions Co Investment Fund I, L.P.	Private Equity Fund	Delaware	$218M	3

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan	Location	Plan year
Ibew Local #952 Ventura Division Of La County Chapter Neca Pension Trust Fund Board Of Trustees, Ibew Local 952 Ventura Division		2024
Aarp Employees' Pension Plan Aarp	Washington, DC	2024
The Southern Company Pension Plan Southern Company Services, Inc.		2024
Factory Mutual Insurance Company Pension Plan Factory Mutual Insurance Company		2024
Twin City Hospitals Minnesota Nurses Association Pension Plan Pension Committee Under Twin City Hospitals Minnesota Nurses		2024

People (14)

Name	Role / title	With firm since	Ownership
Rehnert, Geoffrey, Scott	Co Ceo Of Audax Group & Executive Chairman Of Audax Private Equity	Jul 1999 (27y)	≈ 18.75% – 50% via Audax Management Company Holdings, Llc
Wolpow, Marc, Brian	Co Ceo Of Audax Group & Executive Chairman Of Audax Private Debt	Jul 1999 (27y)	≈ 18.75% – 50% via Audax Management Company Holdings, Llc
Palumbo, Keith, Richard	Co President Of Audax Private Equity & Partner	Dec 2001 (25y)	Less than 5%
Abramson, Adam, Andrew	Partner	Sep 2005 (21y)	Less than 5%
Bramley, Donald, Grant	Partner	Sep 2005 (21y)	Less than 5%
Lee, Young, Jin	Co President Of Audax Private Equity & Partner	Dec 2006 (20y)	Less than 5%
Joseph, Richard, Thomas	Chief Operating Officer & Managing Director	Jan 2008 (19y)	Less than 5%
Mitchell, John, Joseph	Partner	Dec 2011 (15y)	Less than 5%
Weintraub, Daniel, Harris	Chief Administrative And Legal Officer & Managing Director	Dec 2011 (15y)	Less than 5%
Rogers, Joseph, Patrick	Partner	Dec 2012 (14y)	Less than 5%
Mack, Timothy, Stephen	Partner	Dec 2014 (12y)	Less than 5%
Wong, David, Jung	Partner	Dec 2014 (12y)	Less than 5%
Scoffield, Jason, Scott	Chief Compliance Officer & Fund Counsel	Aug 2020 (6y)	Less than 5%
Gardiner, Alexander, Hayes	Chief Financial Officer Of Audax Group & Managing Director	Aug 2021 (5y)	Less than 5%

Entity owners (Schedule A/B)

Entity	Title / status	Since	Sch.	Ownership
Audax Management Company Holdings, Llc	Member	Jul 2019	A	75% or more
Pe Md Management Aggregator, Lp	Member	Apr 2023	A	5% – 10%

Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

Rehnert, Geoffrey, Scott: 25% – 50% of Audax Management Company Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Wolpow, Marc, Brian: 25% – 50% of Audax Management Company Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (31, $19.0B gross assets)

Fund	Type	Gross assets	Min. investment	Owners
Audax Private Equity Fund Vii B, L.P.	Private Equity Fund	$3.6B	$10.0M	234
Audax Private Equity Fund Vi A, L.P.	Private Equity Fund	$2.6B	$10.0M	128
Audax Private Equity Fund Vi B, L.P.	Private Equity Fund	$2.3B	$10.0M	134
Audax Private Equity Fund Vii A, L.P.	Private Equity Fund	$1.8B	$10.0M	210
Audax Private Equity Fund Iv Cf, L.P.	Private Equity Fund	$1.6B	$1	140
Audax Private Equity Fund V A, L.P.	Private Equity Fund	$1.3B	$10.0M	118
Audax Pe Vii Co Invest, A Series Of Audax Co Invest Series, Llc	Private Equity Fund	$1.0B	$1	223
Audax Pe Vi Co Invest, A Series Of Audax Co Invest Series, Llc	Private Equity Fund	$926M	$1	184
Audax Private Equity Origins Fund I, L.P.	Private Equity Fund	$782M	$10.0M	141
Audax Private Equity Fund V B, L.P.	Private Equity Fund	$697M	$10.0M	87
Audax Trust Co Invest, L.P.	Private Equity Fund	$408M	$1	85
Audax Private Equity Aspen Cf, L.P.	Private Equity Fund	$400M	$10.0M	53
Audax Pe Vii Trust Co Invest, A Series Of Audax Trust Series Co Invest, Llc	Private Equity Fund	$360M	$1	79
Audax Pe V Co Invest, A Series Of Audax Co Invest Series, Llc	Private Equity Fund	$268M	$1	122
Audax Private Equity Solutions Co Investment Fund I, L.P.	Private Equity Fund	$218M	$1	3
Audax Origins Fund I Co Invest, A Series Of Audax Co Invest Series, Llc	Private Equity Fund	$160M	$1	223
Audax Contination Fund Iv Co Invest, A Series Of Audax Co Invest Series, Llc	Private Equity Fund	$102M	$1	89
Audax Private Equity / Strategic Capital Sw, L.P.	Private Equity Fund	$100M	$1	2
Audax Private Equity Junior Capital Fund A, L.P.	Private Equity Fund	$89.9M	$10.0M	25
Audax Private Equity Junior Capital Fund Ii, L.P.	Private Equity Fund	$59.3M	$10.0M	11
Audax Origins Fund I Trust Co Invest, A Series Of Audax Trust Series Co Invest, Llc	Private Equity Fund	$43.5M	$1	79
Audax Pe Aspen Cf Co Invest, A Series Of Audax Co Invest Series, Llc	Private Equity Fund	$38.7M	$1	91
Audax Private Equity Fund Iii, L.P.	Private Equity Fund	$24.5M	$10.0M	83
Audax Pe Jr. Capital Co Invest, A Series Of Audax Co Invest Series, Llc	Private Equity Fund	$18.1M	$1	53
Audax Private Equity Fund Iv, L.P.	Private Equity Fund	$6.6M	$10.0M	168

Top 25 of 31 funds by gross assets · all funds

From Form ADV Section 7.B private fund reporting.

Retirement plans served (5)

Plan	Sponsor	Participants	Plan assets	As of
Ibew Local #952 Ventura Division Of La County Chapter Neca Pension Trust Fund	Board Of Trustees, Ibew Local 952 Ventura Division	359	$130M	07/01/2024
Aarp Employees' Pension Plan	Aarp	2,180	$1.6B	01/01/2024
The Southern Company Pension Plan	Southern Company Services, Inc.	26,369	$15.3B	01/01/2024
Factory Mutual Insurance Company Pension Plan	Factory Mutual Insurance Company	3,786	$3.0B	01/01/2024
Twin City Hospitals Minnesota Nurses Association Pension Plan	Pension Committee Under Twin City Hospitals Minnesota Nurses	16,212	$2.4B	01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	04/02/2026	9.16 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Other fees
• CARRIED INTEREST

Services

• Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.

View current Form ADV (SEC/IAPD) ↗