Clients
Aksia serves 142 clients, 31 of them pooled investment vehicles. The average client has about $248 million with the firm.
- Banking or thrift institutions26%
- Investment companies4 clients5%
- Pooled investment vehicles31 clients34%
- Pension and profit-sharing plans25 clients10%
- State or municipal government entities25 clients6%
- OtherInsurance companies, Sovereign wealth funds and foreign official institutions, Corporations and other businesses19%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | Not reported | $9,006,251,787 | 25.6% | — |
| Investment companies | 4 | $1,624,088,744 | 4.6% | $406.0M |
| Pooled investment vehicles | 31 | $12,079,051,252 | 34.3% | $389.6M |
| Pension and profit-sharing plans | 25 | $3,644,821,056 | 10.4% | $145.8M |
| State or municipal government entities | 25 | $2,156,515,788 | 6.1% | $86.3M |
| Other investment advisers | 10 | $0 | 0.0% | $0 |
| Insurance companies | 21 | $3,922,441,353 | 11.1% | $186.8M |
| Sovereign wealth funds and foreign official institutions | 7 | $2,714,926,011 | 7.7% | $387.8M |
| Corporations and other businesses | Not reported | $56,817,715 | 0.2% | — |
| Other | 19 | $0 | 0.0% | $0 |
| Total | 142 | $35,204,913,706 | 100% | $247.9M |
- Clients
- Not reported
- Regulatory AUM
- $9,006,251,787
- Share
- 25.6%
- Avg. per client
- —
- Clients
- 4
- Regulatory AUM
- $1,624,088,744
- Share
- 4.6%
- Avg. per client
- $406.0M
- Clients
- 31
- Regulatory AUM
- $12,079,051,252
- Share
- 34.3%
- Avg. per client
- $389.6M
- Clients
- 25
- Regulatory AUM
- $3,644,821,056
- Share
- 10.4%
- Avg. per client
- $145.8M
- Clients
- 25
- Regulatory AUM
- $2,156,515,788
- Share
- 6.1%
- Avg. per client
- $86.3M
- Clients
- 10
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
- Clients
- 21
- Regulatory AUM
- $3,922,441,353
- Share
- 11.1%
- Avg. per client
- $186.8M
- Clients
- 7
- Regulatory AUM
- $2,714,926,011
- Share
- 7.7%
- Avg. per client
- $387.8M
- Clients
- Not reported
- Regulatory AUM
- $56,817,715
- Share
- 0.2%
- Avg. per client
- —
- Clients
- 19
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 142
- Regulatory AUM
- $35,204,913,706
- Share
- 100%
- Avg. per client
- $247.9M
What it does
Aksia provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers and other activities. It is paid through a percentage of assets, fixed fees and performance-based fees.
Aksia advises 21 private funds.
74.8% of assets ($26.35B across 45 accounts) are managed with discretion; $8.85B across 24 accounts are not. 59% of clients are outside the U.S., and 80 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds78%
- Cash3%
- Other18%
- Derivatives17%
- Direct private credit investments1%
Filed values cover 99%. The neutral 1% gap has no reported category.
Custodians
Aksia’s client accounts are held mainly at State Street Bank and Trust, with 23% of managed assets, and The Northern Trust, with 12%. Aksia has custody of $2.30B for 15 clients.
- The Northern TrustThe Northern Trust Company · Chicago, IL · $4.14B12%
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $7.93B23%
- All other custodians$23.13B66%
Ownership and leadership
Alexandros Panagiotidis owns 50% to 75% of Aksia.
- Owns 50% to 75% of Aksia LLC
Alexandros Panagiotidis
Control person · since October 2006
- Owns 10% to 25% of Aksia LLC
James Vos
Control person · since October 2006
- Owns 5% to 10% of Aksia LLC
Patrick Adelsbach
since October 2006
- Owns 5% to 10% of Aksia LLC
Manabu Washio
since February 2007
Leadership
- Benjamin ParksChief Financial Officer
- Maya FishmanMember, General Counsel, Chief Compliance Officer
- Patrick AdelsbachMember
- Michelle DavidsonMember
- Brian GoldbergMember
- Joshua HemleyPartner
- Joseph LarucciMember
- William NestMember
- Oliver NewtonMember
- Alexandros PanagiotidisMember
- James VosCEO, Managing Member
- Manabu WashioMember
Staff
- 177 employees
- 128 in advisory functions
Fees
Aksia is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Aksia’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Aksia has 1 office, with 2 listed addresses across 2 states.
Illinois · 1 listed address
- 1 North Wacker Drive, Chicago
New York · 1 listed address
- 599 Lexington Avenue, Floor 37, New YorkHQ
Registration details
- Legal name
- Aksia LLC
- Headquarters
- 599 Lexington Avenue, Floor 37, New York, NY 10022
- Phone
- 212-710-5710
- Website
- www.aksia.com
- SEC file
- 801-67661
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Aksia have?
Aksia has 142 clients and manages $35.2 billion for them, as of September 2026. They include 31 pooled investment vehicles, 25 pension and profit-sharing plans and 25 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Aksia offer?
Aksia provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Aksia use?
Aksia’s separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $7,930,335,358 and The Northern Trust Company (Chicago, IL), with $4,143,416,313. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Aksia have?
Aksia has 0 investment adviser representatives registered with state securities authorities, out of 177 employees, and 128 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aksia invest in?
At the end of its last fiscal year, Aksia’s separately managed accounts held 78% pooled vehicles (private funds and similar), 17% derivatives, 3% cash and equivalents and 1% direct private credit investments. It advises 21 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aksia?
Aksia’s direct owners are James Vos (10% to 25%), Patrick Adelsbach (5% to 10%), Manabu Washio (5% to 10%) and Alexandros Panagiotidis (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Aksia get paid?
Aksia is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file