Investment adviser · CRD 290177

AUXO INVESTMENT PARTNERS, LLC

Investment adviser filing (IA)

GRAND RAPIDS, MI, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $412M
Client accounts: 12
Employees: 15
Advisory professionals: 12

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	12	$412,041,275	100.0%

Filing source

Form ADV 2081622 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

13 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

AUXO GROWTH HOLDINGS II, LLCPrivate Equity Fund · Last reported Mar 31, 2026$105MGross asset value

Form D fundraising filings

Auxo Growth Holdings II, LLC

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor REHMANN GRAND RAPIDS, Michigan, United States

Custodian MERCANTILE BANK OF MICHIGAN GRAND RAPIDS, Michigan, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

REHMANN
PCAOB 263

MERCANTILE BANK OF MICHIGAN
LEI RM2F4G3WBQ8R9OKYRH21

Fund details & source

Fund ID: 805-1160416227
Reported beneficial owners: 71
Minimum commitment: $1.5M
Form D file number: 021-540737

Form ADV 2081622 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AUXO GROWTH HOLDINGS I, LLCPrivate Equity Fund · Last reported Mar 31, 2026$101MGross asset value

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor REHMANN GRAND RAPIDS, Michigan, United States

Custodian MERCANTILE BANK OF MICHIGAN GRAND RAPIDS, Michigan, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

REHMANN
PCAOB 263

MERCANTILE BANK OF MICHIGAN
LEI RM2F4G3WBQ8R9OKYRH19

Fund details & source

Fund ID: 805-3942327487
Reported beneficial owners: 34
Minimum commitment: $1.5M
Form D file number: 021-293988

Form ADV 2081622 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AUXO MICHIGAN OPPORTUNITY FUND I, LLCPrivate Equity Fund · Last reported Mar 31, 2026$89.1MGross asset value

Form D fundraising filings

Auxo Michigan Opportunity Fund I, LLC

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor REHMANN GRAND RAPIDS, Michigan, United States

Custodian MERCANTILE BANK OF MICHIGAN GRAND RAPIDS, Michigan, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

REHMANN
PCAOB 263

MERCANTILE BANK OF MICHIGAN
LEI RM2F4G3WBQ8R9OKYRH19

Fund details & source

Fund ID: 805-2656872200
Reported beneficial owners: 76
Minimum commitment: $1.5M
Form D file number: 021-390406

Form ADV 2081622 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AGH I - PPGOther Private Fund · Last reported Mar 31, 2026$67.1MGross asset value

Form D fundraising filings

AGH I - PPG, LLC

Auditor REHMANN GRAND RAPIDS, Michigan, United States

Custodian MERCANTILE BANK OF MICHIGAN GRAND RAPIDS, Michigan, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

REHMANN
PCAOB 263

MERCANTILE BANK OF MICHIGAN
LEI RM2F4G3WBQ8R9OKYRH19

Fund details & source

Fund ID: 805-8511046830
Reported beneficial owners: 30
Minimum commitment: $250K
Form D file number: 021-376304

Form ADV 2081622 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AGH I - RAILOther Private Fund · Last reported Mar 31, 2026$44.2MGross asset value

Form D fundraising filings

AGH I - Rail, LLC

Auditor REHMANN GRAND RAPIDS, Michigan, United States

Custodian MERCANTILE BANK OF MICHIGAN GRAND RAPIDS, Michigan, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

REHMANN
PCAOB 263

MERCANTILE BANK OF MICHIGAN
LEI RM2F4G3WBQ8R9OKYRH19

Fund details & source

Fund ID: 805-3596041630
Reported beneficial owners: 51
Minimum commitment: $250K
Form D file number: 021-402694

Form ADV 2081622 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AUXO - ALTUSOther Private Fund · Last reported Mar 31, 2026$40.7MGross asset value

Form D fundraising filings

Auxo - Altus, LLC

Custodian MERCANTILE BANK OF MICHIGAN GRAND RAPIDS, Michigan, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

MERCANTILE BANK OF MICHIGAN
LEI RM2F4G3WBQ8R9OKYRH19

Fund details & source

Fund ID: 805-3445997745
Reported beneficial owners: 12
Minimum commitment: $250K
Form D file number: 021-398236

Form ADV 2081622 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AUXO - WIREOther Private Fund · Last reported Mar 31, 2026$33.1MGross asset value

Form D fundraising filings

Auxo - Wire, LLC

Custodian MERCANTILE BANK OF MICHIGAN GRAND RAPIDS, Michigan, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

MERCANTILE BANK OF MICHIGAN
LEI RM2F4G3WBQ8R9OKYRH19

Fund details & source

Fund ID: 805-6378424771
Reported beneficial owners: 20
Minimum commitment: $250K
Form D file number: 021-428077

Form ADV 2081622 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

38 COMMERCE AVE. SW, SUITE 500
GRAND RAPIDS, MI, 49503, United States

CRD 290177

Filing source

Form ADV 2081622 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.