Firm profile

AKSIA LLC

NEW YORK, NYCRD 143422Latest ADV March 31, 2026

Aksia 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 March 31, 2026, reports $35.2B in regulatory assets under management, 177 employees, 1 office, and 69 accounts.

Assets Under Management
$35.2B
Employees
177
Offices
1 office
Total Clients
142
Primary office
NEW YORK, NY
599 LEXINGTON AVENUE, FLOOR 37, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJames H. Vos
CCOBailey E. Somers
CFOBenjamin J. Parks

Advisory services offered

6 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 21.8% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
21.8%
31
2
Pension Plans
17.6%
25
3
Government
17.6%
25
4
Insurance Cos.
14.8%
21
5
FAMILY OFFICE, PRIVATE FOUNDATION
13.4%
19
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$35.2Bas of March 31, 2026
Discretionary74.8%
$26.4B
75% of total RAUM74.8%
Non-discretionary25.2%
$8.9B
25% of total RAUM25.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$35.2B
Total Accounts69
10Y AUM Change$-18.5B (-34.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees177
Clients per Employee1:1
10Y Employee Change+114 (+181.0%)

* 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.