Axiom Investment Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 141516
- Registered since
- August 24, 2006
- Custodians
- HILLTOP SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI74.7%
- Corporations / Businesses22.95%
- Pension & Profit Sharing Plans2.01%
- Charitable Organizations0.35%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Axiom Investment Management LLC is an independent, privately owned registered investment adviser that has been SEC-registered since 2006. The firm acts as a capital allocator for both individual/family clients and institutional accounts, offering portfolio management for individuals, small businesses and institutions as well as selection-of-other-advisers services. Its compensation model combines a percentage-of-assets fee with the ability to charge performance-based fees. Axiom does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities54%
- US Government Bonds31%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds4%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$43.2M in ETFs
100%
$43.2M
0%
$43.2K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 20+ YEAR TREASURY BOND ETF (TLT) | BlackRock | Passive | Long Government | $6.9M | 88,739 | 15.96% |
Location
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
- 350 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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