Data / Investment advisers / Michigan / Auxo Investment Partners, LLC
Auxo Investment Partners, LLC, Grand Rapids, MI: $412 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Auxo Investment Partners, LLC is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $412 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 12 private funds.
The request: Watch Auxo Investment Partners, LLC (CRD number 290177): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 290177
- SEC file number
- 801-126298
- SEC status
- Approved, effective July 29, 2022
- Main office
- 38 Commerce Ave. SW Suite 500, Grand Rapids, MI 49503
- Phone
- (616) 980-9810
- Regulatory AUM
- $412,041,275 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $412,041,275
- Accounts
- 12
- Employees
- 15, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 12: 9 other private funds, 3 private equity funds
- Gross assets of private funds
- $528,115,160
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $412 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $412 million | March 31, 2026 |
| December 1, 2025 | $292 million | March 28, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Voisard Asset Management Group | Grand Rapids | $589.4 million | Not listed | adviserinfo.sec.gov |
| Hungerford Financial LLC | Grand Rapids | $492.1 million | Not listed | adviserinfo.sec.gov |
| Aspen Investment Management Inc. | Grand Rapids | $452.5 million | Not listed | adviserinfo.sec.gov |
| Family Capital Management | Grand Rapids | $435.1 million | Not listed | adviserinfo.sec.gov |
| Blue Water Asset Management | Grand Rapids | $428.5 million | Not listed | adviserinfo.sec.gov |
| Bemanaged | Grand Rapids | $410 million | Not listed | adviserinfo.sec.gov |
| DS Investment Advisors | Grand Rapids | $386.1 million | Not listed | adviserinfo.sec.gov |
| Kroon & Mitchell Asset Management LLC | Grand Rapids | $220.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Auxo Investment Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.