Unlocking innovative private market opportunities for wealth advisors and their clients
Expanding Access.
Redefining Private Investing.
Axxes Capital empowers advisors with innovative access to private markets. Through partnerships with established asset managers, we seek to deliver thoughtfully structured, next-generation investment solutions across opportunistic credit, private equity, infrastructure, direct lending, real estate, and venture capital — designed to expand opportunity for advisors and their clients.
By streamlining the investment process and eliminating the need for complex documentation1, Axxes’ SEC-registered interval funds offer low investment minimums, quarterly liquidity options, 1099 tax reporting, and the convenience of daily allocations using ticker symbols.
1 Axxes expects to register each vehicle with the SEC as Interval Funds as each new strategy is introduced. Registration with the SEC does not imply a certain level of skill or training, nor does it constitute an endorsement by the SEC.
Enhancing Client Outcomes Through Private Investments
01
Risk-Adjusted Returns
Investors benefit from access to established managers whose deep industry knowledge and strategic networks help identify and structure private investments with strong risk/return profiles.
02
Reduced Volatility
Since private market valuations are not subject to daily public trading, they often provide a smoother return profile, avoiding the short-term market fluctuations seen in public markets.
03
Diversification
Private markets offer exposure to growth opportunities through asset classes that are often uncorrelated with public markets, potentially helping investors reduce overall portfolio risk.
Reshaping the Next Generation of Portfolios with Private Investments
The number of publicly listed companies in the U.S. has steadily declined, from 8,090 in 1996 to 4,642 in 2023. Today, there are 7X more private companies than public ones, with annual revenues exceeding $100 million2.
At the same time, a historic generational transfer of wealth is taking place, with $84 trillion in assets set to change hands over the next 20 years, from Baby Boomers to Generation X and Millennials3.
Across generations, investors are seeking ways to strengthen portfolios for the long term. Younger investors, in particular, are turning to private investments to capture growth opportunities and build resilience against longevity risk.
2 Source: Capital IQ, 2023.
3 Source: Cerulli Associates, “The Cerulli Report: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021.”
Featured Insights
The Financial Advisor’s
Guide to Private Investments
Discover The Financial Advisor’s Guide to Private Investments, a resource designed to equip advisors with practical tools, clear explanations, and actionable insights to navigate private markets and deliver greater value to their clients.
AXXES In The News
AltsWire
Axxes Capital’s Joe DaGrosa Jr. on the Emerging Role of Alternatives in 401(k) Portfolios
PR Newswire