Auxo Investment Partners, Llc
- Regulatory AUM
- $412M
- Discretionary
- $412M
- Clients
- 12
- Avg AUM / client
- $34.3M
- Accounts
- 12
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $412M | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $508M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Auxo Growth Holdings I, Llc | Private Equity Fund | Delaware | $134M | 34 |
| Auxo Michigan Opportunity Fund I, Llc | Private Equity Fund | Delaware | $96.5M | 77 |
| Agh I Rail | Other Private Fund | Delaware | $65.2M | 51 |
| Agh I Ppg | Other Private Fund | Delaware | $60.8M | 30 |
| Auxo Wire | Other Private Fund | Delaware | $39.7M | 20 |
| Auxo Altus | Other Private Fund | Delaware | $32.4M | 12 |
| Agh I Andrie | Other Private Fund | Delaware | $32.3M | 41 |
| Agh I Prestige | Other Private Fund | Delaware | $16.0M | 30 |
| Agh I Atlas Bernal | Other Private Fund | Delaware | $11.9M | 25 |
| Agh I Telos | Other Private Fund | Delaware | $10.2M | 12 |
| Auxo Fasteners | Other Private Fund | Delaware | $8.8M | 10 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Helminski, Jeffrey, Paul | Managing Principal | Sep 2016 (10y) | 25% – 50% | |
| Kolodny, Jack | Managing Principal & Chief Compliance Officer | Sep 2016 (10y) | 25% – 50% | |
| Tedori, Jr., Frederic, John | Managing Principal | Sep 2016 (10y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Auxo Management Partners, Llc | Managing Member | Sep 2016 | A | 25% – 50% |
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 (11, $508M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Auxo Growth Holdings I, Llc | Private Equity Fund | $134M | $1.5M | 34 |
| Auxo Michigan Opportunity Fund I, Llc | Private Equity Fund | $96.5M | $1.5M | 77 |
| Agh I Rail | Other Private Fund | $65.2M | $250K | 51 |
| Agh I Ppg | Other Private Fund | $60.8M | $250K | 30 |
| Auxo Wire | Other Private Fund | $39.7M | $250K | 20 |
| Auxo Altus | Other Private Fund | $32.4M | $250K | 12 |
| Agh I Andrie | Other Private Fund | $32.3M | $250K | 41 |
| Agh I Prestige | Other Private Fund | $16.0M | $250K | 30 |
| Agh I Atlas Bernal | Other Private Fund | $11.9M | $250K | 25 |
| Agh I Telos | Other Private Fund | $10.2M | $250K | 12 |
| Auxo Fasteners | Other Private Fund | $8.8M | $250K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.18 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
- • Performance-based fees
- • Other fees
- • MONITORING FEES
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗