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AKSIA LLC
CRD 143422File 801-67661
APPROVED
Custody
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$35.20B
Top 10% of cohort (national)
Discretionary AUM
$26.35B
Non-discretionary $8.85B
Clients
123
69 accounts
Employees
177
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 22, 2007
- Principal office
- 599 LEXINGTON AVENUE, FLOOR 37, NEW YORK, NY, 10022
- Phone
- 212-710-5710
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $35.20B
- Discretionary AUM
- $26.35B
- Non-discretionary AUM
- $8.85B
- Discretionary accounts
- 45
- Non-discretionary accounts
- 24
- Total accounts
- 69
- AUM per client
- $286.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $56.8M |
| Non-U.S. persons | 7 | $2.71B |
| Insurance companies | 21 | $3.92B |
| Investment companies | 4 | $1.62B |
| Other investment advisers | 10 | $0 |
| Pooled investment vehicles | 31 | $12.08B |
| Banking or thrift institutions | Fewer than 5 | $9.01B |
| Pension and profit sharing plans | 25 | $3.64B |
| State or municipal government entities | 25 | $2.16B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 142 | 123 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.