Axiom Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 15, 2026, reports $237M in regulatory assets under management, 10 employees, and 214 accounts.
Assets Under Management
$237M
Employees
10
Offices
--
Total Clients
214
Primary office
NEW YORK, NY
350 FIFTH AVENUE, SUITE 6740, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 93.9% of total clients.
Top client categories% of clientsClients
1
HNWI
93.9%
201
2
Corporations
5.1%
11
3
Pension Plans
0.5%
1
4
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$237Mas of April 15, 2026
Discretionary100.0%
$237M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$237M
Total Accounts214
10Y AUM Change+$127M (+115.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee21:1
10Y Employee Change-4 (-28.6%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.