Data / Investment advisers / New York / Aksia LLC
Aksia LLC, New York, NY: $35.2 billion AUM, SEC registered investment adviser
Aksia LLC is an SEC registered investment adviser with its main office in New York, New York and reports $35.2 billion in regulatory assets under management in its Form ADV filed September 14, 2026. Its clients include pooled investment vehicles, banks and thrifts and insurance companies. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 21 private funds.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 143422
- SEC file number
- 801-67661
- SEC status
- Approved, effective March 22, 2007
- Main office
- 599 Lexington Avenue Floor 37, New York, NY 10022
- Phone
- (212) 710-5710
- Website
- max.aksia.com
- Regulatory AUM
- $35,204,913,706 in the Form ADV filed September 14, 2026
- Discretionary AUM
- $26,350,303,261
- Non discretionary AUM
- $8,854,610,445
- Accounts
- 69
- Employees
- 177, of which 128 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 21: 11 private equity funds, 6 other private funds, 4 hedge funds
- Gross assets of private funds
- $7,689,210,610
- Other offices
- 1
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 31 | $12.08 billion |
| Banking or thrift institutions | Fewer than 5 | $9.01 billion |
| Insurance companies | 21 | $3.92 billion |
| Pension and profit sharing plans | 25 | $3.64 billion |
| Sovereign wealth funds and foreign official institutions | 7 | $2.71 billion |
| State or municipal government entities | 25 | $2.16 billion |
| Investment companies | 4 | $1.62 billion |
| Corporations or other businesses | Fewer than 5 | $56.8 million |
| Other investment advisers | 10 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $35.20 billion | March 31, 2026 |
| December 1, 2025 | $22.31 billion | July 3, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| BBR Partners, LLC | New York | $36.49 billion | 41 | adviserinfo.sec.gov |
| Select Equity Group, L.P. | New York | $36.38 billion | 35 | adviserinfo.sec.gov |
| Stone Ridge Asset Management LLC | New York | $36.34 billion | 19 | adviserinfo.sec.gov |
| Eagle Capital Management LLC | New York | $35.80 billion | 1 | adviserinfo.sec.gov |
| Blackstone Credit Systematic Strategies LLC | New York | $35.71 billion | 1 | adviserinfo.sec.gov |
| Octagon Credit Investors, LLC | New York | $35.05 billion | 59 | adviserinfo.sec.gov |
| Schroders Capital Management (US) LLC | New York | $34.59 billion | 67 | adviserinfo.sec.gov |
| King Street Capital Management, L.P. | New York | $34.57 billion | 63 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving banks and thrifts
- Advisers that manage private funds
- Aksia LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.