Axxes Capital Funds

Bringing Innovative Private Investment Opportunities to Wealth Advisors and Their Clients

Axxes Capital Funds

Our innovative strategies will seek to empower wealth advisors to offer their clients previously hard-to-access private investments through established institutional managers. By streamlining the investment process, we’re transforming how clients invest, making it seamless and straightforward.

01

Focus on the accredited investor

Axxes Capital offers a suite of private investment solutions focused on the accredited investor at low minimums ($25,000).

02

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.

03

Access to institutional managers

Clients invest directly in private funds, overseen by established private market institutional managers generally available only to the largest institutions.

04

Rigorous manager selection & oversight

Axxes Capital conducts a rigorous manager selection and on-site due diligence process.

05

Point-and-click simplicity

Unlike most private market funds, Axxes Capital’s interval funds will offer ticker symbols, simplifying the buying process.1

06

Exchangeability

Clients can reallocate among Axxes Capital’s investment vehicles, allowing investors to rebalance their private investment allocations more easily.2

1 Easy point-and-click investing with ticker symbols when available through clearing platform. 2 Subject to investment vehicle-level liquidity constraints.

Axxes Private Markets Fund

Access direct co-investment and secondary investments presented by established institutional private equity managers.

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Axxes Opportunistic Credit Fund

Capitalizing on market dislocations and accessing underfollowed, high-potential credit investments.

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Traditional Barriers to Private Markets Investments

High investment minimums
High Investment Minimums

Illiquidity concerns
Illiquidity Concerns
(typically 5-10 year lock-up)

Cumbersome Subscription Documentation & Complex K-1 Tax Reporting
Cumbersome Subscription Documentation & Complex K-1 Tax Reporting

Limited access to top-tier managers
Limited Access to Top-Tier Managers

Lack of Transparency and Reporting
Lack of Transparency and Reporting

Benefits of Axxes Capital Interval Funds

Low Investment Minimums

Low Investment Minimums

5% quarterly liquidity feature, daily subscriptions, and no capital calls

5% quarterly liquidity feature3, daily subscriptions, and no capital calls

Easy point-and-click investing with ticker symbols and simplified 1099 tax reporting

Easy point-and-click investing with ticker symbols and simplified 1099 tax reporting.4

Access to established institutional managers

Access to established institutional managers.

3 Liquidity for the Fund’s shares will be provided only through quarterly repurchase offers for no less than 5% of Fund’s shares at NAV, and there is no guarantee that an investor will be able to sell all the shares that the investor desires to sell in the repurchase offer. Furthermore, due to these restrictions, an investor should consider an investment in the Fund be of limited liquidity. 4 Easy point-and-click investing with ticker symbols when available through clearing platform.

Strategic Expertise.5
Empowering Opportunity.

Unlocking opportunities in private markets.

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5 Strategic expertise is from the Core Independent Managers and/or Sub-Advisors for each strategy.