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| Happy Holidays!! thanks for using AUM13F!! |
| Axiom Investment Management LLC
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| CRD # | 141516 |
| SEC # | 801-67131 |
| CIK # | 0001513703, 0001819732, 0001566265 |
| AUM | $233.7 M (2025-03-28) |
| Employees | 11 (36% Investors, 91% Brokers) |
| Phone | 212-521-3800 |
| Address | 350 Fifth Avenue New York, NY 10118 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank of America Corp /DE/ | 4.1 | ||
| PNC Financial Services Group Inc | 3.3 | ||
| Quanta Services Inc | 2.4 | ||
| SPDR Gold Trust | 2.0 | ||
| Apple Inc | 1.4 | ||
| AbbVie Inc | 1.4 | ||
| Verizon Communications Inc | 1.2 | ||
| KKR & Co LP | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| VICI Properties Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 181 | 176.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 2.9 |
| (g) Pension and profit sharing plans | 1 | 5.2 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 48.3 |
| (n) Other | 0 | 0.0 |
| Total | 194 | 233.7 |
| By Discretionary | ||
| Discretionary | 194 | 233.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 194 | 233.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.8 | |
| United States Persons | 227.8 | |
| Total | 194 | 233.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001513703] | |
| 10-K | [0001566265] | |
| 10-Q | [0001566265] | |
| 3 | [0001566265] | |
| 8-K | [0001566265] | |
| SC 13G | [0001566265] | |
| D | [0001819732] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Old Main Capital LLC | Axiom Corp | [2016-03-04] |
| Bluestem Advisors LLC | Axiom Corp | [2016-03-04] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Hilton Andrew | |
| Axiom Corp | |
| Macrae Scott William | |
| Pearson Tyler |
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