AdFi
AP

AUDAX PRIVATE EQUITY

SEC Registered

We're Built to Build Businesses

BOSTON, MAhttps://audaxprivateequity.com617-859-1520
Assets Under Management
$5B–$25B
Year Founded
1999
Employees
319
Office Locations
4 offices
Total Accounts
36

About the firm

Audax Private Equity is a private equity firm with three dedicated strategies — Flagship, Origins, and Audax Strategic Capital — each focused on a Buy & Build approach. Since 1999, the firm has invested in more than 180 middle market companies across its target industries.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Private EquityMiddle MarketBuy And BuildControl InvestmentsFinancial ServicesBusiness ServicesIndustrialsSoftware And TechnologyHealthcareLower Middle MarketGP Co-investment+2 more

Services

Control equity investments in middle market platforms (Flagship strategy, targeting companies with EBITDA of $20M-$80M); control investments in lower middle market platforms (Origins strategy, targeting companies with EBITDA of $5M-$20M); and mid-hold private equity solutions for sponsor-controlled platforms via Audax Strategic Capital (ASC), including acquisition and growth capital, rollover, and cross-fund transactions.

Private funds / alternatives
Private Equity

Who they serve

North American middle market and lower middle market companies, as well as sponsor-controlled North American and European platforms seeking private equity solutions

Client segmentClientsAssets managed
Pension/Profit Sharing Plans36$20.1B

0 total clients reported on Form ADV.

Leadership

Richard Thomas Joseph
CHIEF OPERATING OFFICER
Marc Brian Wolpow
CO-CEO
Geoffrey Scott Rehnert
CO-CEO
Daniel Harris Weintraub
CHIEF ADMINISTRATIVE AND LEGAL OFFICER, MANAGING DIRECTOR
Jason Currier
EXECUTIVE VICE PRESIDENT, FINANCE & CHIEF FINANCIAL OFFICER, PRIVATE EQUITY
Llc Audax Management Company Holdings
SOLE MEMBER
Marc Brian Wolpow
MEMBER
Geoffrey Scott Rehnert
MEMBER
Jason Scoffield
CHIEF COMPLIANCE OFFICER AND FUND COUNSEL

Office locations

4 offices in 3 states
MA
BOSTONHQ
CA
SAN FRANCISCO
LONDON
NY
NEW YORK

Regulatory & compliance

CRD number
#160483
SEC Number
801-73306
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Other

Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AUDAX PRIVATE EQUITY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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