AXIOM INVESTORS

RIASEC RegisteredEst. 1999
Total AUM
$28.1B
Discretionary
$28.1B
100% of AUM
Avg account
$384M
Accounts
73
Employees
57
Advisory reps
6

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
109605
Registered since
July 1, 1999
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

FINTRX

Overview

Axiom Investors is a Delaware-style limited liability firm operating as a hedge fund and serving institutional clients. The firm has been SEC-registered since 1999 and charges a mix of asset-based and performance fees. Its advisory scope covers portfolio management for investment companies, pooled investment vehicles and for businesses or other institutions. Axiom identifies as an active ESG investor and also acts in sponsor and manager roles for its pooled vehicles, including functioning as a GP and as a CPO/CTA where applicable. The firm is not structured as a capital allocator to outside managers; instead it runs proprietary strategies and pooled vehicles. It is not a multi-state or newly formed adviser and does not market pension consulting services. Its client base and service model are centered on institutional mandates and pooled investment structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%98%
  • 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

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 7

Active vs passive

$157M in ETFs

Passive

100%

$157M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)BlackRockPassiveForeign Large Blend$109M1,207,90069.74%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth