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AXA SA GROUP

Business and Investment Profile

The AXA SA GROUP is a publicly held investment adviser that advises $261.18Bn in regulatory assets under management held in 6 SEC fund types across 12 investment strategies. AXA SA GROUP is a Public/Private Fund Assets decreased by 0.7% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 27.64 years and is comprised of 6 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 787 7TH AVENUE 5TH FLOOR ANNEX, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 22 US and Non-US bodies.

Employee Profile

They have 205 employees comprised of 107 investment and 98 non-investment staff. The total number of Employees increased by 1.99% over the last 5-years.

Asset Profile

Their $261.18Bn in assets advised are owned by 301 private funds, 278 public funds and BDCs and 30 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $116.63Bn or 44.66% of Total Assets and Investment Companies (IC) own $101.31Bn or 38.79% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, FI/Credit - Diverse and Long/Short Equity, representing 32.41%, 27.96% and 18.17% of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).

Service Provider Profile

The Group uses 20 Fund Administrators, 6 Fund Auditors, 1 Prime Brokers, 23 Custodians and 19 Marketers. It does not report a third-party Fund Administrator in 23 private funds with $7.31Bn in assets.

Fee Profile

The Group discloses fixed fees, management fees and performance-based fees.

Sub-Advisers

AXA SA GROUP 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: AXA SA GROUP

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