Aksia LLC

RIASEC RegisteredEst. 2007

Total AUM

$35.2B

Discretionary

$26.4B

75% of AUM

Avg account

$510M

Accounts

Employees

177

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 143422
Registered since: March 22, 2007
Website: www.aksia.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles34.31%
Banking / Thrift Institutions25.58%
Insurance Companies11.14%
Pension & Profit Sharing Plans10.35%
Sovereign Wealth Funds7.71%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aksia LLC is an institutional-focused investment manager and advisor formed as an LLC and SEC-registered since 2007. The firm is organized as a multifaceted fund manager with activity across private equity and hedge fund strategies and describes itself as both a sponsor/GP of pooled vehicles and a manager that selects and oversees third‑party managers. Its business activities include commodity pool/CTA functions and portfolio management for investment companies, pooled vehicles and institutional clients; advisory services also list pension consulting and selection of other advisers. Fees are charged via a mix of AUM-based, fixed, and performance-linked arrangements. The firm does not identify itself as an active ESG investor.