AXQ CAPITAL, LP

RIASEC RegisteredEst. 2022
Total AUM
$727M
Discretionary
$727M
100% of AUM
Avg account
$145M
Accounts
5
Employees
7
Advisory reps
2

Firm details

Headquarters
JERSEY CITY, New Jersey
CRD number
318863
Registered since
March 28, 2022
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AXQ Capital, LP is a limited partnership that is SEC-registered (2022) and describes its client base as institutional. The firm is organized and regulated as a commodity pool operator / commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. Its compensation includes performance-based fees alongside other fee arrangements. AXQ does not identify as an active ESG investor and is not listed as a multi-state adviser; ownership is reported as a combination of a domestic entity and an individual.

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

Owners & executives

1 of 1
  • TARO KURIYAMA

    Chief Operating OfficerCRD 7512041

Contacts

1 of 1
  • YU GAN

    Co-FounderCRD 6351844

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$1.1M in ETFs

Passive

100%

$1.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES US TECHNOLOGY ETF (IYW)BlackRockPassiveTechnology$715K3,94362.47%

Location

Primary office

JERSEY CITY, NJ

HUDSON

Location

JERSEY CITY, NJ

Headquartered in JERSEY CITY, NJ, 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
HUDSON
Address
525 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth