AXQ Capital, LP

RIASEC RegisteredEst. 2022
Total AUM
$727M
Discretionary
$727M
100% of AUM
Avg account
$145M
Accounts
5
Employees
7
Advisory reps
2

Firm details

Headquarters
Jersey City, New Jersey
CRD number
318863
Registered since
March 28, 2022
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AXQ Capital, LP is an institutional registered investment adviser organized as a limited partnership and registered with the SEC in 2022. The firm serves institutional clients and manages pooled investment vehicles, operating in a capacity described as a CPO or CTA. Its fee model includes performance-based components. AXQ does not identify as an ESG-focused manager, is not a multi-state adviser, and is not listed as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Taro Kuriyama

    Taro Kuriyama

    Chief Operating OfficerCRD 7512041

Contacts

1 of 1
  • Yu Gan

    Yu Gan

    Co-FounderCRD 6351844

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 9

Active vs passive

$5.2M in ETFs

Passive

94%

$4.9M

Active

0%

$329K

ETFProviderStyleCategoryValueShares% of portfolio
PROSHARES ULTRAPRO QQQ (TQQQ)ProSharesPassiveTrading Leveraged Equity$1.1M13,16320.45%

Location

Primary office

Jersey City, NJ

Hudson

Location

Jersey City, NJ

Headquartered in Jersey City, NJ, 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
Hudson
Address
525 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth