CORAL GABLES, Fla., August 29, 2023 – Axxes Capital (“Axxes”), a private markets investment firm dedicated to providing financial advisors with superior private equity and credit investment solutions, today launched “Axxes Direct.” This pioneering platform offers advisors access to premium, vetted co-investment opportunities in private assets — opportunities traditionally reserved solely for large institutional investors […]
Axxes Capital offers financial advisors and their clients access to innovative private market investment solutions. Our focus spans a spectrum of private asset classes, including co-investments and secondaries, direct lending, opportunistic credit, venture capital, and real estate.
Axxes Capital aims to broaden investment opportunities through two platforms:
Axxes Fund Solutions
An anticipated suite of SEC-Registered, Interval Funds -- to be managed by leading institutional asset managers -- aimed at Accredited Investors and Qualified Purchasers. We plan to offer low investment minimums, quarterly liquidity options, 1099 tax reporting, and the convenience of daily allocations using ticker symbols (eliminating the need for sub-docs).1
A cutting-edge platform offering direct access for Qualified Purchasers to curated opportunities across co-investments, GP-led secondaries, and real estate. We are committed to providing sourcing, underwriting, and access to established single-asset solutions with an emphasis on transparency, a line of sight on expected returns, and shorter holding periods.1Axxes expects to register each of its vehicles as Interval Funds with the SEC as each new strategy is introduced.
50/40/10is the new 60/40:
We're your partner in accessing today's private investments opportunity
With public equity and debt markets under unrelenting pressure and traditional approaches to diversification struggling, private capital markets are growing and delivering the performance that public markets aren't.
Last year, the private investment industry grew to $10 trillion and is projected to hit $18 trillion by 2026. The primary beneficiaries of this growth have historically been institutional investors with only limited participation by individual investors.Source: Capgemini Research Institute
Axxes Capital is here to help level the playing field by working exclusively with wealth advisors to provide private investment solutions designed to better diversify client portfolios and achieve higher overall risk-adjusted returns.
Click here to read our white paper on the benefits of private investments as part of a diversified portfolio.
Private Equity Index vs the S&P 500 Index
Axxes Capital believes the time to pursue private investments as a portfolio diversification strategy is now, as private investments continue to provide attractive risk-adjusted returns, low correlations, and outperformance relative to public markets.
Past performance doesn't guarantee future returns. CA US Private Equity (PE) Index as sourced by Cambridge Associates("CA")' Q4 2020 'Index and Selected Benchmark Statistics; report. The Cambridge Associates("CA") Private Equity Index is a pooled horizon IRR calculation based on quarterly data compiled from over 8,300 private equity funds, including fully liquidated partnerships, formed between 1986 and 2020. S&P 500 Total Return Index as sourced from Yahoo Finance. S&P 500 TR Index data are annually compounded return calculations which are time-weighted measures and are shown for reference and directional purposes only. The CA PE Index is not an investable index and is used solely for illustrative purposes. The CA PE Index includes only buyout and growth equity funds which match the investment opportunities currently offered by Axxes Capital. Due to the fundamental differences between the two calculations, we don't recommend directly comparing IRRs to time-weighted returns. The chart shows the net growth of a $100 hypothetical initial investment in the referenced indexes on December 31st, 1999. Index data does not include the effect of Axxes Capital feeder fees that are levied on top of the private equity funds offered and are estimated to decrease their net returns by 2.3 percent on an annual basis. Returns shown are in USD so currency movements will affect the returns you receive.
The Axxes Capital Advisor Advantage
Wealth advisors can easily reallocate with no-charge exchanges across our suite of funds enabling rebalancing of client private investment allocations without penalties or additional costs (subject to fund-level liquidity constraints).
Low minimum investment
Low investment minimums across transactional share classes ($25,000) and the ability to waive minimums on the institutional share class for fee based accounts and practices.
Our private investment products are offered to individual investors directly through their wealth advisors.
Axxes Capital will identify and enter into sub-advisory agreements with top performing asset managers who have sector-specific expertise. We don't believe any one firm has true expertise across the entire private market spectrum, which is why we're designing Axxes to seek "best-of-the-best managers" on behalf of our advisors and clients.
Our funds are evergreen and offered without a constraint on offering timeline, enabling wealth advisors to utilize a dollar-cost-averaging approach to allocate client portfolios consistently and effectively over time.
Each of our investment funds are designed to provide regularly quarterly liquidity for at least 5% of net assets..Subject to board approval
Daily Subscriptions with Ticker Symbols
Our funds allow daily subscriptions using ticker symbols, avoiding the administratively intensive subscription document (sub-doc) process. Axxes Capital removes friction and makes it easier for advisors and their clients to allocate to alternatives.
Low Minimum Investment
Low investment minimums across transactional share classes ($25,000/$5,000) and the ability to waive minimums on the institutional share class for fee-based accounts and practices.
Simplified Tax Reporting
Our funds provide the simplicity of 1099 tax reporting.
Wealth advisors can easily reallocate with no-charge exchanges across our suite of funds enabling the rebalancing of clients' private investment allocations without penalties or additional costs (subject to fund-level liquidity constraints).
Our funds are evergreen and offered in perpetuity, enabling wealth advisors to allocate to client portfolios consistently and effectively over time.
Each of our investment funds are designed to provide quarterly liquidity for 100% of redemptions up to 5% of the fund's net assets. If above 5%, the redemptions will be prorated accordingly.
Axxes Capital will source the market to identify and enter into sub-advisory agreements with top-tier asset managers who have sector-specific expertise. We don't believe any one firm has true expertise across the entire private market spectrum, which is why we're designing Axxes to seek "best-in-class” managers on behalf of our advisors and their clients. We are not constrained by proprietary management; we bring the best of the best to market.
Benefits to Advisors
and their clients:
to previously unavailable private investment strategies and leading private fund managers.
to generate higher portfolio returns and achieve better diversification.
barriers to entry with significantly lower investment minimums than traditional private funds.
liquidity characteristics versus traditional private funds.
tax reporting, and each fund is expected to have its own CUSIP number enabling positions to be shown on client statements with daily NAV pricing.
Axxes Capital's initial offerings are focused on what we consider to be the most attractive opportunities in the private investment universe. By design, we don't offer the largest array of solutions. Instead, we strive to offer the best opportunities managed by top managers in each sector.
- Direct Lending
- Opportunistic Credit
- Real Estate Equity & Debt
- Private Equity Co-Investments & Secondaries
- Venture Capital
Financial advisors are the centerpiece
We understand how hard financial advisors work on behalf of their clients, and we know how important their client relationships are. Our goal is to offer a suite of investment options that offer better diversification and enhanced risk-adjusted returns for their clients' portfolios. We believe that the financial advisors are the catalysts for change in this paradigm shift, and we are confident they will benefit from our platform, its strategies, and our manager selection process.
Thriving in a changing landscape
Over the last 30 years, the industry has shifted into discussions about asset allocations. Axxes Capital was formed to enable accredited investors to allocate to a diversified portfolio including private investments. For a long time, private investments were only available to large institutions and ultra-high-net-worth individuals. We believe that it is about time that private investing be democratized, and access is given to a broader base of individual investors.
Financial advisors are the centerpiece
We understand how hard financial advisors work on behalf of their clients, and we know how important their client relationships are. Our goal is to offer a suite of investment options that offer better diversification and enhanced risk adjusted returns for their clients' portfolios. We believe that the financial advisors are the catalysts for change in this paradigm shift, and we are confident they will benefit from our platform, its strategies, and our manager selection process.
Featured Insights on Private Investing
The SEC’s modification of “accredited investor” has laid the groundwork for individual investors to access private market strategies such as private equity. Now is the time to open the door for everyone. Thanks to advancing technology and democratization, opportunities once considered only for those considered privileged are now available to everyone. Private Markets and the […]
Today there are 8.5 million accredited investors in the U.S. and 18.7 million accredited investors globally with $15 trillion and $34.5 trillion, respectably, in investable assets according to the 2022 Capgemini Research Institute report. These accredited investors typically have between $1 million to $5 million investible assets but have less than 1% of their portfolios […]
The Axxes Capital
The Axxes Platform enables wealth advisors to offer private Investments to their clients with low minimums, simplified tax reporting, and top tier fund managers. We are democratizing access to private investments.