Auxo Investment Partners, LLC (“Auxo,” the “Firm,” “we,” “us” or “our”), a Delaware Limited Liability Company, was organized in 2016 and is headquartered in Grand Rapids, MI. Auxo Management Partners, LLC (“Auxo Management Partners”) is the managing member of Auxo. Messrs. Jeff Helminski, Jack Kolodny and Fred Tedori (the “Managing Principals”) control and are the members of Auxo and Auxo Management Partners. Auxo provides investment advisory services to two Delaware Limited Liability Companies that are organized as privately pooled private equity funds, Auxo Group Holdings I, LLC (the “AGH Fund”) and Auxo Michigan Opportunity Fund I, LLC (the “Michigan Opportunity Fund”). In addition to advising the AGH Fund and the Michigan Opportunity Fund, Auxo also advises multiple private fund vehicles whereby each private fund vehicles invests in and holds a single private investment (each a “Single Holding Fund” and collectively, the “Single Holding Funds”). Each Single Holding Fund is organized as a Delaware Limited Liability Company. Unless otherwise specified, the AGH Fund, the Michigan Opportunity Fund, and the Single Holding Funds are each referred to as a “Fund” and collectively, as the “Funds”. Auxo will manage each Fund pursuant to investment guidelines set forth in the relevant governing and offering documents of the particular Fund, including any Limited Liability Company Agreement, Investment Management Agreement, Private Placement Memorandum and/or Subscription Agreement (each an “Offering Document,” and collectively, the “Offering Documents”). The Offering Documents contain more detailed information about each Fund, including a description of the investment objective and strategy or strategies employed by each Fund and related restrictions that serve as a limitation on Auxo’s advice or management. Auxo will not tailor its advisory services to the individual investors in the Fund (each an “Investor” or “Member” and collectively the “Investors” or “Members”), or provide Investors with the right to specify, or restrict a Fund’s investment objectives or any investment decisions. Accordingly, an investment

in a Fund does not create a client-adviser relationship between such Investors and Auxo. Each Fund will rely on an exception from the definition of an “investment company” provided by Section 3(c)(1) of the U.S. Investment Company Act of 1940, as amended (the “Investment Company Act”). Each Investor is strongly encouraged to undertake appropriate due diligence, including but not limited to a review of relevant Offering Documents and the additional details about Auxo’s investment strategies, methods of analysis and related risks (as discussed in Item 8 of this Brochure and each Fund’s Offering Documents) in considering whether Auxo’s advisory services, or an investment in a Fund are appropriate to its own circumstances, based on all relevant factors including, but not limited to, the Investor’s own investment objectives, liquidity requirements, tax situation and risk tolerance before making an investment decision. An affiliate entity of Auxo, will generally serve as the Managing Member of each Fund (the “Managing Member Entity”). The Managing Member Entity of each Fund will have ultimate responsibility for decisions relating to management and operations made on behalf of the respective Fund and has ultimate responsibility for the investment decisions made on behalf of the respective Fund. The Managing Member Entity for each Fund intends to delegate investment management and advisory responsibilities for each Fund to Auxo. The Investment Committee for each Fund will be responsible for making all investment and disposition decisions in respect of portfolio companies that each Fund contemplates an investment (each a “Portfolio Company” and collectively, the “Portfolio Companies”). The voting members of the Investment Committee will initially be the Managing Principals. Additional detailed information about Auxo is provided below, including information about Auxo’s advisory services, investment approach, personnel and affiliations. Auxo will not participate in wrap fee programs. As of December 31, 2022, Auxo managed $ 275,945,903 in regulatory assets under management (“RAUM”), all on a discretionary basis.