Aksia Research & Management LLC (New York)

Name: Aksia Research & Management LLC
Address: 599 Lexington Ave, New York, NY, 10022 7641
Telephone: 212-710-5710

Aksia Research & Management LLC is a related adviser based in New York. It manages $1.03 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.

Aksia Research & Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aksia Research & Management: assets under management

The assets under management (AUM) of Aksia Research & Management LLC is $1.03 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $30 million in discretionary accounts and $1 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $500.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aksia Research & Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aksia Research & Management LLC

Manabu Washio joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alexandros Panagiotidis	Chief operating officer	1 Oct 2006	50% - 75%	5065634
James Hayden Vos	Chief executive officer	1 Oct 2006	Other	1689839
Simon Alexander Fludgate	Principal	1 Oct 2006	Other	2753373
Norman Serop Kilarjian	Principal	1 Oct 2006	Other	2059732
Patrick Richard Adelsbach	Principal	1 Oct 2006	Other	4268945
Joseph P Larucci	Principal	1 Oct 2006	Other	2438686
Jacob Walthour	Principal	1 Dec 2006	Other	2587004
Manabu Washio	Principal	1 Feb 2007	Other	2787001
Marie Margaret Nentwich	Chief compliance officer	1 Feb 2007	Other	5300368

Based in New York

The principal office where Aksia Research & Management LLC performs its advisory services is located at 599 Lexington Ave, New York, NY 10022 7641, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-710-5710 or by fax 212-710-5711. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at www.aksia.com.