Auxo Investment Partners, LLC
Auxo Investment Partners, LLC is an SEC-registered asset manager in Grand Rapids, MI with $412.0M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Auxo Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290177, SEC 801-126298, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $412.0M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Grand Rapids, MI
- Employees
- 15
- Clients
- 12
- CRD
- 290177
- Ownership
- KOLODNY, JACK; HELMINSKI, JEFFREY, P; Tedori, Frederic, J.; AUXO MANAGEMENT PARTNERS, LLC; HELMINSKI, JEFFREY, PAUL
How much AUM does Auxo Investment Partners, LLC have?
Auxo Investment Partners, LLC reported $412.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Auxo Investment Partners, LLC?
Disclosed owners and executives of Auxo Investment Partners, LLC include KOLODNY, JACK, HELMINSKI, JEFFREY, P, Tedori, Frederic, J., AUXO MANAGEMENT PARTNERS, LLC, HELMINSKI, JEFFREY, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.