PORT CHESTER, NYCRD 305714Latest ADV February 11, 2026
Axs Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Port Chester, NY. Its latest Form ADV filing, dated February 11, 2026, reports $3.0B in regulatory assets under management, 8 employees, and 71 accounts.
Assets Under Management
$3.0B
Employees
8
Offices
--
Total Clients
71
Primary office
PORT CHESTER, NY
181 WESTCHESTER AVE., SUITE 402, PORT CHESTER, NY, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
71
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of February 11, 2026
Discretionary100.0%
$3.0B
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$3.0B
Total Accounts71
10Y AUM Change+$3.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee9:1
10Y Employee Change+2 (+33.3%)
* 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.