Clients
Axiom Investors serves 70 clients, 46 of them pooled investment vehicles. The average client has about $401 million with the firm.
- Investment companies6 clients13%
- Pooled investment vehicles46 clients57%
- Pension and profit-sharing plans7 clients23%
- State or municipal government entities5 clients4%
- OtherBanking or thrift institutions, Charitable organizations, Insurance companies, Corporations and other businesses2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | Not reported | $22,890,786 | 0.1% | — |
| Investment companies | 6 | $3,710,303,057 | 13.2% | $618.4M |
| Pooled investment vehicles | 46 | $15,922,167,502 | 56.7% | $346.1M |
| Pension and profit-sharing plans | 7 | $6,520,590,569 | 23.2% | $931.5M |
| Charitable organizations | 6 | $557,967,314 | 2.0% | $93.0M |
| State or municipal government entities | 5 | $1,221,088,650 | 4.4% | $244.2M |
| Insurance companies | Not reported | $90,503,830 | 0.3% | — |
| Corporations and other businesses | Not reported | $17,394,896 | 0.1% | — |
| Total | 70 | $28,062,906,604 | 100% | $400.9M |
- Clients
- Not reported
- Regulatory AUM
- $22,890,786
- Share
- 0.1%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $3,710,303,057
- Share
- 13.2%
- Avg. per client
- $618.4M
- Clients
- 46
- Regulatory AUM
- $15,922,167,502
- Share
- 56.7%
- Avg. per client
- $346.1M
- Clients
- 7
- Regulatory AUM
- $6,520,590,569
- Share
- 23.2%
- Avg. per client
- $931.5M
- Clients
- 6
- Regulatory AUM
- $557,967,314
- Share
- 2.0%
- Avg. per client
- $93.0M
- Clients
- 5
- Regulatory AUM
- $1,221,088,650
- Share
- 4.4%
- Avg. per client
- $244.2M
- Clients
- Not reported
- Regulatory AUM
- $90,503,830
- Share
- 0.3%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $17,394,896
- Share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 70
- Regulatory AUM
- $28,062,906,604
- Share
- 100%
- Avg. per client
- $400.9M
What it does
Axiom Investors provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Axiom Investors advises 10 private funds.
100.0% of assets ($28.06B across 73 accounts) are managed with discretion. 45% of clients are outside the U.S., and 13 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks98%
- Funds1%
- Cash1%
Custodians
Axiom Investors’ client accounts are held mainly at State Street Bank & Trust, with 20% of managed assets, and The Bank of New York Mellon, with 5%. Axiom Investors has custody of $4.18B for 13 clients.
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $1.46B5%
- The Northern TrustThe Northern Trust Company · Chicago, IL · $1.35B5%
- State Street Bank & TrustState Street Bank & Trust Co · Boston, MA · $5.51B20%
- All other custodians$19.74B70%
Ownership and leadership
Axiom Investors LP owns 75% or more of Axiom Investors.
- Owns 75% or more of Axiom Investors LLC
Axiom Investors LP
Control person · since December 2013
- Owns 25% to 50% of Axiom Investors LP
Andrew Jacobson
Control person · since December 2013
Axiom Holdings GP Corp
General partner · Control person · since December 2013
- Owns 75% or more of Axiom Holdings GP Corp
Andrew H. Jacobson Revocable Trust
Control person · since July 2021
Leadership
- Edward AzimiChief Operating Officer
- Denise ZambardiChief Compliance Officer/Controller
- Bradley AmoilsManaging Director/Portfolio Manager
- Lindsay ChamberlainManaging Director of Client Partnerships
- Matthew FrancoManaging Director/Portfolio Manager
- Andrew JacobsonCEO / CIO
Staff
- 57 employees
- 29 in advisory functions
Reported holdings
Axiom Investors’ reported 13F holdings total $11.56B across 133 positions, and the ten largest make up 62.8% of it.
- $11.56B
- Reported 13F value
- 133
- Positions
- 62.8%
- In the 10 largest
- +28.6%
- Value vs. prior quarter
- Nvidia Corporation11.3%
- Alphabet Inc. · Cap Stk CL A9.9%
- ASML Hldg NV · N Y Registry Shs7.5%
- Micron Technology Inc.5.9%
- Amazon Com Inc.5.7%
- Morgan Stanley5.0%
- GE Aerospace4.5%
- JPMORGAN Chase & Co.4.5%
- Advanced Micro Devices Inc.4.4%
- GE Vernova Inc.4.2%
Together, the ten largest are 62.8% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $11.56B is not its $28.06B in regulatory assets and does not represent any individual client's portfolio.
Fees
Axiom Investors is paid through a percentage of assets under management and performance-based fees.
Axiom Investors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Axiom Investors has 0 offices, with 1 listed address in 1 state.
Connecticut · 1 listed address
- 33 Benedict Place, 2nd Floor, GreenwichHQ
Registration details
- Legal name
- Axiom Investors LLC
- Headquarters
- 33 Benedict Place, 2nd Floor, Greenwich, CT 06830
- Phone
- 203-422-8000
- Website
- www.axiominvestors.com
- SEC file
- 801-56651
- 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 Axiom Investors have?
Axiom Investors has 70 clients and manages $28.1 billion for them, as of March 2026. They include 46 pooled investment vehicles, 7 pension and profit-sharing plans and 6 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Axiom Investors offer?
Axiom Investors provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Axiom Investors use?
Axiom Investors’ separately managed account assets are held at State Street Bank & Trust Co (Boston, MA), with $5,511,589,542, The Bank of New York Mellon (New York, NY), with $1,463,243,169 and The Northern Trust Company (Chicago, IL), with $1,349,696,148. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Axiom Investors have?
Axiom Investors has 0 investment adviser representatives registered with state securities authorities, out of 57 employees, and 29 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 Axiom Investors invest in?
At the end of its last fiscal year, Axiom Investors’ separately managed accounts held 98% exchange-traded equities, 1% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents. It advises 10 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 Axiom Investors?
Axiom Investors is owned through a chain of holding companies by Andrew Jacobson and Andrew H. Jacobson Revocable Trust. Its direct owner is Axiom Investors LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Axiom Investors get paid?
Axiom Investors is paid through a percentage of assets under management 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