AKSIA LLC

RIASEC RegisteredEst. 2007
Total AUM
$35.2B
Discretionary
$26.4B
75% of AUM
Avg account
$510M
Accounts
69
Employees
177
Advisory reps
14

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 private-ownership, limited liability company that operates as a multifaceted fund manager focused on institutional clients. SEC-registered since 2007, the firm is classified across hedge fund and private equity activity and presents itself as both a manager of pooled vehicles and a sponsor/GP in alternative strategies. Its business lines include portfolio management for investment companies, pooled vehicles and institutional clients, selection of third-party advisers, and CPO/CTA activities. Fee arrangements across its business include asset-based fees, fixed fees and performance-based fees. Aksia does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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

Owners & executives

3 of 3
  • Benjamin Parks

    Chief Financial OfficerCRD 7829375

  • BAILEY SOMERS

    Managing Director, Chief Compliance OfficerCRD 7718307

  • JAMES VOS

    Chief Executive OfficerCRD 1689839

Contacts

3 of 11
  • ALEXANDROS PANAGIOTIDIS

    Europe Operations ManagerCRD 5065634

  • JOSEPH LARUCCI

    Head Of Equity StrategiesCRD 2438686

  • MAYA FISHMAN

    General CounselCRD 6178107

Unlock 8 more contacts

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