Axiom Investors
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 109605
- Registered since
- July 1, 1999
- Website
- axiominvestors.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles56.74%
- Pension & Profit Sharing Plans23.24%
- Investment Companies13.22%
- State / Municipal Government4.35%
- Charitable Organizations1.99%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Axiom Investors is a privately held investment manager organized as an LLC and registered with the SEC since 1999. The firm operates as a hedge fund manager serving primarily institutional clients, charging both asset-based and performance-linked fees. Its advisory remit includes portfolio management for investment companies, pooled investment vehicles and institutional/business accounts. Axiom also serves in sponsor and GP roles for pooled vehicles and is registered in capacities consistent with CPO/CTA activity. The firm reports being an active ESG investor, and its stated preference is an equity-first approach across managed mandates. Axiom is not positioned as a capital allocator to third-party managers (it primarily manages its own strategies) and is not structured as a multi-state adviser in the filing summary.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities98%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Edward Azimi
Chief Operating OfficerCRD 4281306

Andrew Jacobson
CEO, Chief Investment Officer & FounderCRD 2248080
Contacts
3 of 4
Lindsay Chamberlain
Managing DirectorCRD 5147397
Matthew Franco
Managing DirectorCRD 2795674

Bradley Amoils
Managing DirectorCRD 2729692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$180M in ETFs
100%
$180M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $107M | 1,103,300 | 59.09% |
Location
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, 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
- Fairfield
- Address
- 33 Benedict Pl
- Time zone
- ET (UTC-5)
- Office locations
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