Apax Partners L.P. (New York)


Apax Partners L.P. is a large advisory firm based in New York. It manages $224.32 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.

Apax Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Apax Partners: assets under management

The assets under management (AUM) of Apax Partners L.P. is $224.32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -90% since the beginning of its operation, and $224.32 million of the total AUM is attributable to clients outside of the United States.

The firm manages $224.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $224.32 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Apax Partners L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Apax Partners serves?

The only and largest group of clients of Apax Partners is pooled investment vehicles with 1 clients and $224.32 million of assets under management. Among the 9 most similar advisory firms, Apax Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $224.32 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Apax Partners also advises several private funds. Namely, one private equity fund.

Careers at Apax Partners L.P.

The company employs 84 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Apax Partners Inc. Member 1 Apr 2005 75% - 100% 13-2647531
Apax Partners Llc Member 1 Apr 2005 Other 06-1745738
John F. Megrue Ceo 1 Apr 2005 Other 5074818
Robert J. Marsden Cfo 1 Nov 2006 Other 6028657
Robert J. Marsden Cco 1 Feb 2012 Other 6028657
Zachary Zangl Cco (interim) 1 Jun 2014 Other 5729817
Sarah Mary Butcher Chief compliance officer 1 Feb 2015 Other 6516349

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Apax Partners Llp Member 1 Apr 2005 75% - 100% 98-0587837
Apax Partners Us Holdings Ltd. Shareholder 1 Apr 2005 75% - 100% foreign

Based in New York

The principal office where Apax Partners L.P. performs its advisory services is located at 601 Lexington Ave, New York, NY 10022 4611, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-753-6300 or by fax 212-319-6155. The normal business hours are 8:00am - 8:00pm on Monday - Friday. You can find more information about the New York firm at apaxpartners.us.com.