0000902664-23-005411.txt : 20231109 0000902664-23-005411.hdr.sgml : 20231109 20231109080820 ACCESSION NUMBER: 0000902664-23-005411 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20231109 DATE AS OF CHANGE: 20231109 EFFECTIVENESS DATE: 20231109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AXL Wealth Group, LP CENTRAL INDEX KEY: 0001999687 IRS NUMBER: 921299941 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-496851 FILM NUMBER: 231390171 BUSINESS ADDRESS: STREET 1: 350 FIFTH AVENUE STREET 2: SUITE 3100 CITY: NEW YORK STATE: NY ZIP: 10118 BUSINESS PHONE: (212) 486-0600 MAIL ADDRESS: STREET 1: 350 FIFTH AVENUE STREET 2: SUITE 3100 CITY: NEW YORK STATE: NY ZIP: 10118 D 1 primary_doc.xml X0708 D LIVE 0001999687 AXL Wealth Group, LP 350 FIFTH AVENUE SUITE 3100 NEW YORK NY NEW YORK 10118 (212) 486-0600 DELAWARE Lombard Wealth Group, LP None Limited Partnership true 2022 - BroadRiver 2021 LP 350 Fifth Avenue Suite 3100 New York NY NEW YORK 10118 Executive Officer General Partner - BroadRiver 2021 GP LLC 350 Fifth Avenue Suite 3100 New York NY NEW YORK 10118 Executive Officer General Partner of the General Partner Philip Siller 350 Fifth Avenue Suite 3100 New York NY NEW YORK 10118 Executive Officer Managing Member of the General Partner of the General Partner Andrew Plevin 350 Fifth Avenue Suite 3100 New York NY NEW YORK 10118 Executive Officer Managing Member of the General Partner of the General Partner - BroadRiver Asset Management, L.P. 350 Fifth Avenue Suite 3100 New York NY NEW YORK 10118 Promoter Manager Pooled Investment Fund Private Equity Fund false Decline to Disclose 06b 3C 3C.7 false true false true true false 0 125000000 0 125000000 125,000,000 false 0 0 0 0 The fund charges a management fee that is described in the fund's offering documents. false AXL Wealth Group, LP /s/ Andrew Plevin Andrew Plevin Managing Member of the GP of the GP 2023-11-07