AXCS INVESTMENTS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 334940
- Registered since
- March 25, 2026
Firm profile
FINTRXOverview
Axcs Investments LLC is an LLC that registered with the SEC in 2026 and is organized under a domestic/individual ownership structure. The firm is not classified under a standard advisory bucket in the available data and is not described as a capital allocator or an ESG-focused investor. It does not operate as a multi-state adviser, a pension consultant, or a related adviser according to the snapshot details. Regulatory and activity indicators show Axcs Investments functions primarily on the sponsor/manager side: it is listed as an Other Investment Adviser and Sponsor, and serves as a general partner and managing member of pooled investment vehicles. That positioning suggests the firm’s principal activity is creating and operating private vehicles rather than administering retail advisory accounts.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2EDWARD STEFFELIN
PresidentCRD 5761767
MICHAEL LLODRA
Managing DirectorCRD 1828532
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 650 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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