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APAX PARTNERS US, LLC

NEW YORK, NY · CRD 157110 · IAPD ↗ · 212-753-6300

$768.3MRegulatory AUM
86Advisory reps
133Employees
1Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
July 2026 — APAX PARTNERS US, LLC crossed $500M in regulatory AUM ($415.7M -> $768.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
July 2025 — APAX PARTNERS US, LLC reported RAUM up 364% ($89.6M -> $415.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
July 2025 — APAX PARTNERS US, LLC grew from 81 to 89 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
July 2024 — APAX PARTNERS US, LLC grew from 76 to 81 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.