Auxo Investment Partners, LLC

Auxo Investment Partners, LLC, established in 2016 and based in Grand Rapids, MI, specializes in providing investment advisory services to private equity funds. The firm manages two Delaware LLCs, Auxo Group Holdings I, LLC, and Auxo Michigan Opportunity Fund I, LLC, along with Single Holding Funds. Auxo focuses on majority control investments in lower middle-market companies, primarily in manufacturing, industrial, or business-to-business services sectors. The firm aims to enhance the growth potential of portfolio companies by providing operational support and infrastructure development. Auxo's investment philosophy emphasizes financial alignment, talent focus, and strategic capital deployment. Investors in the Funds are accredited investors and qualified clients. Auxo receives management fees from the Funds, with the Michigan Opportunity Fund paying a quarterly fee based on capital commitments. Transaction fees are expected from Portfolio Companies, and Auxo may receive carried interest based on the Funds' returns. The firm manages $275,945,903 in regulatory assets under management as of December 31, 2022, on a discretionary basis. Auxo has not been subject to disciplinary actions and maintains custody of the Funds' assets. The firm exercises investment discretion under the guidance of the Managing Member Entity for each Fund. Auxo does not engage in brokerage relationships and does not vote on public company proxies. The firm upholds a Code of Ethics, privacy policy, and other compliance measures to ensure transparency and integrity in its operations.