Axxes Fund Solutions
Bringing Innovative Private Investment Opportunities to Wealth Advisors and Their Clients
Our innovative series of interval funds empower wealth advisors to offer their clients previously hard-to-access private investments through premier institutional managers. By streamlining the investment process, we’re transforming how clients invest, making it seamless and straightforward.
Axxes Private Markets Fund
- AXEAX
- AXECX
- AXEIX
Access direct co-investment and secondary investments sourced by established institutional private equity managers
Learn moreAxxes Fund Solutions
Focus on the
Accredited Investor
Axxes Capital offers a suite of private investment solutions focused on the accredited investor at low minimums ($25,000).
Diversified Private Markets Portfolio
Axxes Capital’s suite of interval funds is collectively designed to deliver a diversified portfolio across private equity, private credit, real estate, and venture capital.
Access to Top-Tier Managers
Clients invest directly in private funds, overseen by top-performing private market institutional managers generally available only to the largest institutions.
Rigorous Manager Selection & Oversight
Axxes Capital, in partnership with a world-class private market consulting firm, identifies, underwrites, and oversees elite institutional managers with sector-specific expertise.
Point-and-Click
Simplicity
Unlike most private market funds, Axxes Capital’s interval funds will offer ticker symbols, simplifying the buying process.
Exchangeability
Clients can reallocate among Axxes Capital’s investment vehicles, allowing investors to rebalance their private investment allocations more easily.1
Benefits Of Axxes Capital’s Interval Funds
For Accredited Investors
Evergreen Fund
Low Investment Minimums
5% Quarterly Liquidity Feature
Daily Subscriptions
Daily NAV
Ticker Symbols
No Capital Calls
1099 Tax Reporting
Opportunities In Private Markets
Private Markets Outperform
Source: PitchBook, June 30, 2023.
Private Market Opportunity Set
There are 7x more U.S. private companies with annual revenues over $100 million than public companies
Source: Capital IQ, 2023.Private Markets vs. Public Markets
Source: Russell Investments Strategic Planning Forecasts, March 2022.
Number of U.S. IPOs
Source: Jay R. Ritter. IPO: Updated Statistics, January 2023.Advantages of Private Markets
Diversification and Performance
We believe private markets provide diversification benefits, superior risk-adjusted returns, and lower volatility compared to public markets.
Outlook on Public Markets
Anticipated subdued performance within public markets suggests a strategic reassessment of traditional investment allocations may be warranted.
Rethinking Traditional Allocation
The conventional 60/40 stock/bond allocation model may no longer serve as an optimal diversifier, with projections indicating modest returns for the upcoming decade.
Alignment with Investor Horizons
We believe private markets present opportunities for better alignment between asset strategies and extended time horizons, an important consideration in an era of increasing life expectancies.
Traditional Barriers to Private Markets Investments
High investment minimums
Illiquidity concerns (typically 5-10 year lock-up)
Cumbersome subscription documentation & complex K-1 tax reporting
Limited access to top-tier managers
Lack of transparency and reporting
Axxes Capital Interval Funds
Low investment minimums
5% quarterly liquidity feature, daily subscriptions, and no capital calls
Easy point-and-click investing with ticker symbols and simplified 1099 tax reporting2
Access to premier institutional managers