Axiom Investors

RIASEC RegisteredEst. 1999
Total AUM
$28.1B
Discretionary
$28.1B
100% of AUM
Avg account
$384M
Accounts
73
Employees
57
Advisory reps
6

Firm details

Headquarters
Greenwich, Connecticut
CRD number
109605
Registered since
July 1, 1999
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles56.74%
  • Pension & Profit Sharing Plans23.24%
  • Investment Companies13.22%
  • State / Municipal Government4.35%
  • Charitable Organizations1.99%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Axiom Investors is a privately held investment manager organized as an LLC and registered with the SEC since 1999. The firm operates as a hedge fund manager serving primarily institutional clients, charging both asset-based and performance-linked fees. Its advisory remit includes portfolio management for investment companies, pooled investment vehicles and institutional/business accounts. Axiom also serves in sponsor and GP roles for pooled vehicles and is registered in capacities consistent with CPO/CTA activity. The firm reports being an active ESG investor, and its stated preference is an equity-first approach across managed mandates. Axiom is not positioned as a capital allocator to third-party managers (it primarily manages its own strategies) and is not structured as a multi-state adviser in the filing summary.

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

Asset composition

Asset composition: Exchange Traded Equities 98%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%98%
  • Exchange Traded Equities98%
  • Public Funds/Mutual Funds1%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Edward Azimi

    Edward Azimi

    Chief Operating OfficerCRD 4281306

  • Andrew Jacobson

    Andrew Jacobson

    CEO, Chief Investment Officer & FounderCRD 2248080

Contacts

3 of 4
  • Lindsay Chamberlain

    Lindsay Chamberlain

    Managing DirectorCRD 5147397

  • Matthew Franco

    Matthew Franco

    Managing DirectorCRD 2795674

  • Bradley Amoils

    Bradley Amoils

    Managing DirectorCRD 2729692

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$180M in ETFs

Passive

100%

$180M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)BlackRockPassiveForeign Large Blend$107M1,103,30059.09%

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
33 Benedict Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth