← Directory
AKSIA LLC
CRD 143422File 801-67661
APPROVED
Custody
Filing as of Sep 14, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.AKSIA.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 142 | 123 | decreased by19 |
| Apr 1, 2026 | Employees | 131 | 177 | increased by46 |
| Apr 1, 2026 | Clients | 115 | 142 | increased by27 |
| Apr 1, 2026 | AUM | $22,306,544,936 | $35,204,913,706 | increased by$12,898,368,770 |
| Apr 1, 2026 | Accounts | 54 | 69 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 99 | 131 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 73 | 115 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $16,470,232,618 | $22,306,544,936 | increased by$5,836,312,318 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 30 | 54 | increased by24 |
| Apr 1, 2022 | Employees | 91 | 99 | increased by8 |
| Apr 1, 2022 | Clients | 19 | 73 | increased by54 |
| Apr 1, 2022 | AUM | $10,716,333,564 | $16,470,232,618 | increased by$5,753,899,054 |
| Apr 1, 2022 | Accounts | 24 | 30 | increased by6 |
| 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 “AKSIA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AKSIA” 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.