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⚲
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| AXS Investments LLC
✚
|
|
|---|---|
| CRD # | 305714 |
| SEC # | 801-117457 |
| CIK # | 0001801467 |
| AUM | $1.6 BB (2023-03-30) |
| Employees | 16 (69% Investors, 44% Brokers) |
| Phone | 833-297-2587 |
| Address | 181 Westchester Ave Port Chester, NY 10573 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 7.6 | |
| GOOGL | 1,475,138.5 | 7.2 | |
| CRM | 170,602.7 | 6.1 | |
| V | 419,260.5 | 6.0 | |
| MA | 309,583.1 | 6.0 | |
| ADBE | 172,760.2 | 5.6 | |
| ACN | 179,517.0 | 5.5 | |
| NFLX | 79,791.6 | 5.0 | |
| ORCL | 182,760.6 | 4.6 | |
| AAPL | 2,382,844.0 | 4.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 30 | 1,552.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 30 | 1,552.3 |
| By Discretionary | ||
| Discretionary | 30 | 1,552.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 30 | 1,552.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,552.3 | |
| Total | 30 | 1,552.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801467] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Four US Inc
✚
|
NY | 1.6 |
|
Integral ILS Ltd
✚
|
1.6 | |
|
New Mountain Credit CLO Advisers LLC
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|
NY | 1.6 |
|
Accolade Investment Advisory LLC
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|
OH | 1.6 |
|
Ivy Investment Management Company
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|
KS | 1.6 |
|
ForUsAll Advisors LLC
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|
CA | 1.6 |
|
MH Advisory Services LLC
✚
|
CA | 1.5 |
|
Cipher Capital LP
✚
|
NY | 1.5 |
|
Healthquest Capital Management LP
✚
|
TX | 1.5 |
|
Clearbridge Investments North America PTY Limited
✚
|
1.5 |