Aksia LLC

RIASEC RegisteredEst. 2007
Total AUM
$35.2B
Discretionary
$26.4B
75% of AUM
Avg account
$510M
Accounts
69
Employees
177
Advisory reps
12

Firm details

Headquarters
New York, New York
CRD number
143422
Registered since
March 22, 2007
Custodians
STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles34.31%
  • Banking / Thrift Institutions25.58%
  • Insurance Companies11.14%
  • Pension & Profit Sharing Plans10.35%
  • Sovereign Wealth Funds7.71%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aksia LLC is a privately owned investment manager founded in 2007 that serves institutional clients. The firm operates across hedge fund and private equity strategies and describes itself as a multifaceted fund manager. Its business mix includes operating as a CPO/CTA and providing portfolio management for investment companies, pooled vehicles and institutional investors. Aksia also offers pension consulting and selection-of-adviser services, and it acts as sponsor/GP or managing member for pooled vehicles it manages. The firm charges a mix of percentage-of-assets, fixed fees and performance-based fees. Aksia reports it does not position itself as an active ESG investor.

Assets & Accounts

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

Asset composition

Asset composition: Private Funds 78%, Derivatives 17%, Cash & Cash Equivalents 3%, Other 1%78%
  • Private Funds78%
  • Derivatives17%
  • Cash & Cash Equivalents3%
  • Other1%

Owners & executives

2 of 2
  • James Vos

    James Vos

    Chief Executive OfficerCRD 1689839

  • Benjamin Parks

    Chief Financial OfficerCRD 7829375

Contacts

3 of 10
  • Patrick Adelsbach

    Patrick Adelsbach

    Co-HeadCRD 4268945

  • Joseph Larucci

    Joseph Larucci

    Head Of Equity StrategiesCRD 2438686

  • Manabu Washio

    Manabu Washio

    PartnerCRD 2787001

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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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Location

Primary office

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
599 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth