AXA INVESTMENT MANAGERS US INC

RIASEC RegisteredEst. 2001

Total AUM

$79.2B

Discretionary

$78.3B

99% of AUM

Avg account

$381M

Accounts

208

Employees

167

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 113608
Registered since: June 25, 2001
Custodians: THE BANK OF NEW YORK MELLON, CITI PRIVATE BANK, BNP PARIBAS SECURITIES CORP.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles44.16%
Other Investment Advisers38.81%
Insurance Companies14.75%
Investment Companies1.27%
Pension & Profit Sharing Plans0.52%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

AXA Investment Managers US Inc. operates as a multi-strategy investment manager with a heavy institutional orientation and a clear tilt toward fixed-income solutions. The firm runs a mix of pooled products and bespoke mandates, acting as portfolio manager for investment companies, pooled investment vehicles and institutional accounts while also selecting third-party advisers. Its activity set spans hedge strategies and securitized-asset management, and it positions ESG considerations within its investment process. The firm’s business footprint reaches beyond pure advisory work: it maintains registrations that reflect broker-dealer representative activity, commodity pool/CTA involvement and real estate brokerage capabilities. Those registrations, together with sponsor and manager roles in pooled vehicles, allow AXA Investment Managers US Inc. to blend internal management with outsourced manager relationships and structured-product activity.