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| Happy Holidays!! thanks for using AUM13F!! |
| AXA Investment Managers US Inc
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| CRD # | 113608 |
| SEC # | 801-60374 |
| CIK # | 0001920120 |
| AUM | $76.7 B (2025-07-29) |
| Employees | 172 (63% Investors, 8% Brokers) |
| Phone | 203-983-4200 |
| Address | 400 Atlantic Street Stamford, CT 06901 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 2.3 | ||
| Microsoft Corp | 2.0 | ||
| Amazon Com Inc | 1.3 | ||
| Apple Inc | 1.3 | ||
| Facebook Inc | 0.7 | ||
| Broadcom Inc | 0.7 | ||
| VISA Inc | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| Costco Wholesale Corp /NEW | 0.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| SA | Adagio Xi CLO Designated Activity Company | 2025-03-31 | 400.0 | |
| SA | Adagio XII CLO Designated Activity Company | 2025-03-31 | 349.6 | |
| SA | Allegro CLO Viii-S | 2025-03-31 | 398.8 | |
| SA | Allegro CLO V-S Ltd | 2025-03-31 | 400.0 | |
| SA | Allegro CLO XVIII Ltd | 2025-03-31 | 400.0 | |
| SA | Allegro CLO XVI Ltd | 2025-03-31 | 449.9 | |
| SA | Adagio X CLO Designated Activity Company | 2023-03-31 | 330.2 | |
| SA | Allegro CLO XV Ltd | 2023-03-31 | 397.4 | |
| SA | Adagio IX CLO Designated Activity Company | 2022-03-31 | 398.6 | |
| SA | Allegro CLO XIII Ltd | 2022-03-31 | 497.7 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 29 | 22.2 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 6 | 42.9 |
| (k) Insurance companies | 20 | 10.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 210 | 76.7 |
| By Discretionary | ||
| Discretionary | 199 | 75.5 |
| Non-Discretionary | 11 | 1.1 |
| Total | 210 | 76.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 65.4 | |
| United States Persons | 11.3 | |
| Total | 210 | 76.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Thomas Kelleher | 9 | |||
| Anne Yobage | 4 | |||
| Hannah Strasser | 4 | |||
| Theodora Zemek | 2 | |||
| Emannuel Vercoustre | 2 | |||
| Gautier Ripert | 2 | |||
| David Fourgoux | 2 | |||
| Jennifer Rosalind | 2 | |||
| Stephane Prunet | 2 | |||
| Jennifer Patterson | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001920120] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Innocap Global Investment Management Ireland Ltd
✚
|
83.0 | |
|
Neuberger Berman Europe Limited
✚
|
80.0 | |
|
Capula Investment US LP
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|
NY | 78.4 |
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Walter Scott & Partners Limited
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|
78.2 | |
|
Blackstone Alternative Asset Management LP
✚
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NY | 78.0 |
|
LMR Partners LLC
✚
|
NY | 77.2 |
|
Park Avenue Institutional Advisers LLC
✚
|
NY | 76.0 |
|
Two Sigma Advisers LP
✚
|
NY | 74.3 |
|
Lighthouse Investment Partners LLC
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|
FL | 74.1 |
|
AHL Partners LLP
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|
70.7 |