The aggregate portfolio allocation to private investments amongst Qualified Purchasers is 10% versus the aggregate portfolio allocation to private investments amongst individual investors is only 1%, but why? Historically, advisors did not have the access to private investment opportunities that satisfied their concerns around minimums, liquidity, fees, and transparency - until now.
The Paradigm Shift
The traditional “60/40” allocation to stocks and bonds is changing.
Clients realize there is an opportunity to generate higher returns with a similar risk profile in a “50/40/10” with 10% of their portfolio allocated to private investments.
Axxes is here to help facilitate that.
We deliver solutions to financial advisors.
Axxes Capital is positioned as an asset management company to democratize access to and introduce private investments as another asset class for their clients of financial advisors.
4 Key Decisions We Made
When We Formed Axxes Capital:
FOCUS ON OUR
Our focus will be on the financial advisors, the market landscape, and the industry, not technology. We are partnering with the some of the best technology partners in the market.
SHINE A SPOTLIGHT
We are not going to disintermediate financial advisors. Our job is to make the financial advisor the hero in the conversation.
We are an open architecture platform; we do not manage the money ourselves and instead source the top external managers to make sure that we are working for advisors, not against them.
with Top Talent
We select managers on a strategy-by-strategy basis ensuring a proven track record and expertise for the advisors with whom we work.
At Axxes Capital, we're not just selling what we manage — we're literally on the investor side looking for the very best managers we can bring to the table.
are focused on what we consider to be the most attractive private equity strategies in the private investment universe:
- Private Equity Co-Investments & Secondaries
- Venture Capital
- Real Estate Equity & Debt
- Leveraged Buyouts & Control Investments
- Special Situations Equity & Debt
Axxes Capital Different
Both Axxes Advisors and the investment vehicles are registered
Investors have the ability to easily reallocate among Axxes Capital's investment vehicles, allowing investors to rebalance their private investment allocations.
Focus on Attractive Private Equity /Mezzanine Credit Products- Products
Our targeted strategies are designed to provide higher-return investment opportunities versus traditional senior debt- focused BDC products.
Our products are offered through intermediaries without a constraint on offering timeline, allowing advisors to allocate consistently and effectively across their clients over time.
Objectivity with Respect to Manager Selection
Axxes Capital, in partnership with Wilshire Advisors, identifies and enters into sub-advisor agreements with top asset managers who have sector-specific expertise.
Quarterly liquidity for up to 5% of vehicle NAV (subject to board approval).
Axxes Capital Team
Our management team and board of directors are comprised of leaders and industry experts spanning the private
equity, venture capital, real estate, regulatory, and public markets landscape.
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