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AXIOM INVESTORS
Legal name: AXIOM INVESTORS LLC
CRD 109605File 801-56651
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$28.06B
Top 10% of cohort (national)
Discretionary AUM
$28.06B
Clients
70
73 accounts
Employees
57
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 1, 1999
- Principal office
- 33 BENEDICT PLACE, 2ND FLOOR, GREENWICH, CT, 06830
- Phone
- 203-422-8000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $28.06B
- Discretionary AUM
- $28.06B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 73
- Non-discretionary accounts
- 0
- Total accounts
- 73
- AUM per client
- $400.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $17.4M |
| Insurance companies | Fewer than 5 | $90.5M |
| Investment companies | 6 | $3.71B |
| Charitable organizations | 6 | $558.0M |
| Pooled investment vehicles | 46 | $15.92B |
| Banking or thrift institutions | Fewer than 5 | $22.9M |
| Pension and profit sharing plans | 7 | $6.52B |
| State or municipal government entities | 5 | $1.22B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 60 | 57 | decreased by3 |
| Apr 1, 2026 | Clients | 62 | 70 | increased by8 |
| Apr 1, 2026 | AUM | $24,485,105,565 | $28,062,906,604 | increased by$3,577,801,039 |
| Apr 1, 2026 | Accounts | 69 | 73 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 58 | 60 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 56 | 62 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,679,239,823 | $24,485,105,565 | increased by$5,805,865,742 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 61 | 69 | increased by8 |
| Apr 1, 2022 | Employees | 54 | 58 | increased by4 |
| Apr 1, 2022 | Clients | 49 | 56 | increased by7 |
| Apr 1, 2022 | AUM | $18,535,760,489 | $18,679,239,823 | increased by$143,479,334 |
| Apr 1, 2022 | Accounts | 54 | 61 | increased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AXIOM INVESTORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AXIOM INVESTORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.