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 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
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 2EDWARD AZIMI
Chief Operating OfficerCRD 4281306
ANDREW JACOBSON
CEO, Chief Investment Officer & FounderCRD 2248080
Contacts
3 of 4LINDSAY 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
$157M in ETFs
100%
$157M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $109M | 1,207,900 | 69.74% |
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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