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AXS INVESTMENTS

Business and Investment Profile

The AXS INVESTMENTS is a privately held investment adviser that advises $4.74Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. AXS INVESTMENTS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 642.28% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 6.83 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 181 WESTCHESTER AVE. SUITE 402, PORT CHESTER, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 8 employees comprised of 4 investment and 4 non-investment staff. The total number of Employees decreased by 50% over the last 5-years.

Asset Profile

Their $4.74Bn in assets advised are owned by 0 private funds, 86 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients total $4.74Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, Long/Short Equity and FI/Credit - Diverse, representing 94.87%, 4.47% and 0.66% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Investment Companies (IC).

Service Provider Profile

The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 17 private funds with $630.74mn in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

AXS INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: AXS INVESTMENTS

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Keywords: AXS Investments, AXS
Generated 2026-09-12T06:48:22.6287293.  © 2026 Convergence.