Discover Axxes Fund Solutions

Expanding Private Market Access for Financial Advisors and Their Clients

Discover Axxes Fund Solutions

Expanding Private Market Access for Financial Advisors and Their Clients

Introducing Axxes Fund Solutions by Axxes Capital

At Axxes Capital, we are at the forefront of expanding access to the private market for individual investors. Our approach seeks to transcend the traditional “fund of funds” model, introducing a unique platform that provides an array of select private fund investments. Each fund is expected to be SEC-registered and crafted for both flexibility and reach. It is anticipated that they feature NAV-based investing with ticker symbols and offer quarterly redemption opportunities. With a minimum investment threshold set at an accessible $25,000, we aim to open doors to top-tier private market managers, opportunities that were once predominantly available only to large institutional investors. This initiative marks a significant stride in our commitment to making high-caliber investment opportunities more inclusive.

  • Direct Lending
  • Opportunistic Credit
  • Real Estate Equity & Debt
  • Private Equity Co-Investments & Secondaries
  • Venture Capital

Axxes Direct

Axxes Direct is an innovative platform providing advisors with curated and vetted single company co-investments. These unique structures allow the best performing assets in legacy funds to keep growing and achieve their full potential while providing liquidity for existing limited partners.

Axxes Fund Solutions

Our offerings will concentrate on what we believe to be the most attractive investment opportunities in the private market universe overseen by top-tier managers previously only accessible to the largest institutions.

Our Target Strategies

  • Private Equity Co-Investments & Secondaries
  • Axxes will seek to invest in a diversified portfolio of co-investments and secondaries leveraging multiple managers to source and allocate across capitalization, geography, and sector.

  • Direct Lending
  • Axxes Direct Lending intends to focus on middle-market senior secured financing. Our diversified deal sourcing and disciplined investment process seek to build high-performing portfolios able to deliver attractive income across market cycles.

  • Opportunistic Credit
  • Axxes Opportunistic Credit will seek to use a fundamental bottom-up investment approach across the liquidity spectrum to capitalize on both distress in the marketplace and significant value opportunities. We seek to deliver a powerful total return profile consisting of income and capital appreciation.

  • Venture Capital
  • Axxes Venture intends to invest in a diversified portfolio of early, middle, and late-stage companies leveraging multiple managers to source and allocate opportunities across markets and sectors.

  • Real Estate Debt
  • Axxes Real Estate provides a diversified portfolio of commercially focused real estate debt solutions. The strategy seeks to deliver superior risk-adjusted returns with higher income and lower volatility than traditional equity REIT portfolios.

Private Equity Co-Investments & Secondaries

Axxes will seek to invest in a diversified portfolio of co-investments and secondaries leveraging multiple managers to source and allocate across capitalization, geography, and sector.

Direct Lending

Axxes Direct Lending will intends to focus on middle-market senior secured financing. Our diversified deal sourcing and disciplined investment process seek to build high-performing portfolios able to deliver attractive income across market cycles.

Opportunistic Credit

Axxes Opportunistic Credit will seek to use a fundamental bottom-up investment approach across the liquidity spectrum to capitalize on both distress in the marketplace and significant value opportunities. We seek to deliver a powerful total return profile consisting of income and capital appreciation.

Venture Capital

Axxes Venture seek to invest in a diversified portfolio of early, middle, and late-stage companies leveraging multiple managers to source and allocate opportunities across markets and sectors.

Real Estate Equity & Debt

Axxes Real Estate will be committed to a balanced approach to real estate investing across equity and debt with the intent of delivering superior risk-adjusted returns with a higher income profile and moderate capital appreciation.

What We Offer

SEC-Registered Interval Funds

  • Experience the convenience and investment advantage of SEC-Registered Interval Funds. Features include daily NAV investing with ticker symbols, multiple share classes, quarterly redemptions, approachable low investment minimums, and straightforward 1099 tax reporting.

Perpetually Offered

  • Our products will be offered exclusively through financial advisors and on a perpetual basis, enabling clients to allocate to the most desirable alternative strategies consistently and effectively over time.

Specialized Investment Focus

  • Our targeted Private Equity, Private Credit, and Real Estate strategies aim to offer potential returns surpassing traditional equity and senior debt-focused private investment products.

Unwavering Risk Management & Compliance

  • Our rigorous initial and ongoing due diligence ensures the managers we collaborate with comply with SEC regulations, uphold the highest standards of process, and remain true to their investment strategies.

Objective Manager Selection

  • In alliance with a top-tier institutional private market consultant, Axxes Capital identifies and partners with high-performing asset managers excelling in their specific sectors.

Flexible Exchange Options

  • We expect that our clients will benefit from the flexibility of no-charge reallocations among Axxes Capital's investment offerings, simplifying the process of rebalancing their private investment allocations.