ANNEX ADVISORY SERVICES, LLC
SEC file number 801-63505
· BROOKFIELD, WI
https://annex.finance ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$5.58B
Discretionary AUM
$5.39B
Employees
139
Clients
—
Firm
- Address
- 17950 W. CORPORATE DRIVE
BROOKFIELD, WI 53045 - Phone
- —
- Website
- https://annex.finance
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- 400 Capital ABTF IV Annex Fund I LP Low name-match confidence · CIK 2101958 · NY
- AG CSF2A (Annex) Dislocation Fund, L.P. Low name-match confidence · CIK 1942211 · NY
- AG CSF2A (Annex) Dislocation Holdings Fund, L.P. Low name-match confidence · CIK 1942091 · NY
- AG CSF2A (Annex) Non-U.S. Holdings Dislocation Fund, L.P. Low name-match confidence · CIK 1942214 · NY
- AG CSF2 (Annex) Dislocation Co-Investment 1, L.P. Low name-match confidence · CIK 1944044 · NY
- AG Direct Lending Fund IV Annex, L.P. Low name-match confidence · CIK 1895667 · NY
- AG DLI IV Annex, L.P. Low name-match confidence · CIK 1895665 · NY
- Aliter Capital Annex, LP Low name-match confidence · CIK 2162748 · X0
- Alpha Annex Citrus Fund, LLC - Series II Low name-match confidence · CIK 2099012 · NY
- Alpha Annex Citrus Fund, LLC - Series III Low name-match confidence · CIK 2099011 · NY
- Alpha Annex Telemed Fund, LLC - Series II Low name-match confidence · CIK 2099010 · NY
- Alpha Annex Telemed Fund, LLC - Series III Low name-match confidence · CIK 2099009 · NY
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Aliter Capital Annex, LP · D/A · Nov 3, 2026
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Aliter Capital Annex, LP · D · Oct 30, 2026
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AG CSF2 (Annex) Dislocation Co-Investment 1, L.P. · D/A · Oct 21, 2026
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400 Capital ABTF IV Annex Fund I LP · D · Jan 5, 2026
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AG Direct Lending Fund IV Annex, L.P. · D/A · Dec 5, 2025
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AG DLI IV Annex, L.P. · D/A · Dec 5, 2025
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Alpha Annex Telemed Fund, LLC - Series III · D · Dec 3, 2025
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Alpha Annex Telemed Fund, LLC - Series II · D · Dec 3, 2025
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Alpha Annex Citrus Fund, LLC - Series III · D · Dec 3, 2025
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Alpha Annex Citrus Fund, LLC - Series II · D · Dec 3, 2025
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AG CSF2 (Annex) Dislocation Co-Investment 1, L.P. · D/A · Oct 21, 2025
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AG CSF2A (Annex) Non-U.S. Holdings Dislocation Fund, L.P. · D/A · Aug 25, 2025
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AG CSF2A (Annex) Dislocation Holdings Fund, L.P. · D/A · Aug 25, 2025
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AG CSF2A (Annex) Dislocation Fund, L.P. · D/A · Aug 25, 2025