Access to top private investment managers is finally here

Democratizing Access to Private Investments for Retail Investors Worldwide

Copyright © 2023 Axxes Capital

Access to top private investment managers is finally here

Democratizing Access to Private Investments for Retail Investors Worldwide

Access to top private investment managers is finally here

Democratizing Access to Private Investments for Retail Investors Worldwide

Axxes Capital will provide wealth advisors the ability to offer their clients access to top private market investment managers. Our focus will span a full spectrum of private asset classes, including co-investments and secondaries, direct lending, opportunistic credit, venture capital, and real estate.

Axxes Capital seeks to broaden private investment opportunities through its two platforms:

Axxes Fund Solutions

An anticipated suite of SEC-Registered, Interval Funds — managed by leading institutional asset managers -- serving both 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

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Axxes Direct

A cutting-edge platform offering direct access for Qualified Purchasers to curated, single-asset investment opportunities in the form of co-investments and GP-led secondaries. We are committed to providing access to quality private equity, credit and real estate investment opportunities through our proprietary sourcing and underwriting, and with an emphasis on transparency, line-of-sight on expected returns, and shorter holding periods.

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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.

The Paradigm Shift

The traditional “60/40” allocation to stocks and bonds is changing.

Clients realize there is now an opportunity to generate higher returns with a similar risk profile in a “50/40/10” allocation with 10% of a portfolio now being allocated to private investments.

Axxes is here to help facilitate.

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.

The private investment industry grew to $11 trillion at year-end 2021 and is projected to hit $16 trillion by 2027. 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.

Source: Capgemini Research Institute

Private Investments
Outperform the
Markets

Chart of
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.

Important risk warning: Past performance is not indicative of future results. Returns gross of fees. Private equity is not an investable index and is used solely for illustrative purposes. For further detail, please click here.

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 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 that match the investment opportunities to be 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 $100,000 hypothetical initial investment in the referenced indexes on December 31, 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. Past performance doesn't guarantee future returns. Source: Cambridge Associates Index and Selected Benchmark Statistics report, Q4 2020.

The Axxes Capital Advisor Advantage

Daily Subscriptions with Ticker Symbols

Our investment funds will allow daily subscriptions using ticker symbols, avoiding the administratively intensive subscription document (sub-doc) process. Axxes Capital intends to remove friction and make it easier for advisors and their clients to allocate to alternatives.

Low Minimum Investment

Our funds will offer low investment minimums across share classes ($25,000).

Simplified Tax Reporting

Our investment funds provide the simplicity of 1099 tax reporting.

Exchangeability

Wealth advisors will be able to reallocate easily 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).

Perpetually Offered

Our funds plan to be evergreen and offered in perpetuity, enabling wealth advisors to allocate to client portfolios consistently and effectively over time through dollar-cost-averaging.

Quarterly Liquidity

Each of our investment funds will offer quarterly liquidity for 100% of redemptions up to 5% of the fund's net assets. Above 5%, the redemptions will be prorated accordingly.

Objectivity

Axxes Capital will source the market to identify and select top-tier asset managers with sector-specific expertise. We don't believe any one firm has true expertise across the entire private market spectrum, and because we are not constrained by proprietary management, we seek top managers on behalf of our advisors and their clients.

Perpetually Offered

Our funds are evergreen and offered in perpetuity, enabling wealth advisors to allocate to client portfolios consistently and effectively over time through dollar-cost-averaging.

Objectivity

Axxes Capital will source the market to identify and select top-tier asset managers with sector-specific expertise. We don't believe any one firm has true expertise across the entire private market spectrum, and because we are not constrained by proprietary management, we seek top managers on behalf of our advisors and their clients.

Hear More
from the
Axxes Team

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.

Parker Roy
Chief Revenue Officer

Thriving in a Changing Landscape

We formed Axxes Capital to enable wealth advisors to better serve their clients. For a long time, private investments have only been available to large institutions and ultra-high-net-worth individuals, and we believe that it is about time access be given to the individual investor.

Joseph DaGrosa Jr.
Chairman & CEO

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.

Parker Roy
Chief Revenue Officer

Education Center

Private Investments: Now Is The Time
26
July

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 […]

Private Investments: An Opportunity for Wealth Managers and Their Clients
25
July

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 […]

A New Era for Private Investments
22
July

Democratization of investing is extremely important for investors, and with an increased interest in alternative investments, this will need to become a priority. More infrastructure needs to be in place with decreased barriers to entry for those wanting to diversify their portfolios. Move Over Institutions. The People Have Arrived. Democratization – The word speaks to […]

Empowering Financial Advisors

Axxes Capital: Built by wealth advisors for wealth advisors

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