Axiom Investors Llc
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 109605
· SEC file 801-56651
· Greenwich, CT
· www.linkedin.com
☆ Save with Pro
ADV data as of Mar 27, 2026
- Regulatory AUM
- $28.1B
- Discretionary
- $28.1B
- Clients
- 70
- Avg AUM / client
- $401M
- Accounts
- 73
- Employees
- 57
AUM over time
$8.8B
$28.1B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 121 positions, $8,985,691,073)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $1,246,447,962 | 7,147,064 | 13.9% | 4.44% |
| 2 | Alphabet Inc | CAP STK CL A | $1,015,788,446 | 3,532,440 | 11.3% | 3.62% |
| 3 | Jpmorgan Chase & Co. | COM | $840,125,961 | 2,856,017 | 9.35% | 2.99% |
| 4 | Amphenol Corp New | CL A | $539,184,347 | 4,267,387 | 6.0% | 1.92% |
| 5 | Morgan Stanley | COM NEW | $512,610,206 | 3,114,846 | 5.7% | 1.83% |
| 6 | Asml Hldg Nv | N Y REGISTRY SHS | $501,159,885 | 379,428 | 5.58% | 1.79% |
| 7 | Amazon Com Inc | COM | $495,330,624 | 2,378,310 | 5.51% | 1.77% |
| 8 | Ge Aerospace | COM NEW | $429,529,596 | 1,513,654 | 4.78% | 1.53% |
| 9 | Taiwan Semiconductor Mfg Ltd | SPONSORED ADR | $289,930,684 | 857,910 | 3.23% | 1.03% |
| 10 | Ge Vernova Inc | COM | $243,192,559 | 278,603 | 2.71% | 0.87% |
| 11 | Broadcom Inc | COM | $174,109,589 | 562,533 | 1.94% | 0.62% |
| 12 | Apple Inc | COM | $145,719,112 | 574,172 | 1.62% | 0.52% |
| 13 | Tjx Cos Inc New | COM | $138,361,684 | 866,385 | 1.54% | 0.49% |
| 14 | Microsoft Corp | COM | $137,252,003 | 370,781 | 1.53% | 0.49% |
| 15 | Meta Platforms Inc | CL A | $134,461,420 | 235,019 | 1.5% | 0.48% |
| 16 | Howmet Aerospace Inc | COM | $114,898,829 | 498,563 | 1.28% | 0.41% |
| 17 | Ishares Tr | CORE MSCI EAFE | $109,351,187 | 1,207,900 | 1.22% | 0.39% |
| 18 | Curtiss Wright Corp | COM | $104,421,826 | 153,309 | 1.16% | 0.37% |
| 19 | Aercap Holdings Nv | SHS | $95,076,852 | 693,081 | 1.06% | 0.34% |
| 20 | Danaher Corporation | COM | $84,573,355 | 446,062 | 0.94% | 0.3% |
| 21 | Hershey Co | COM | $79,138,942 | 380,677 | 0.88% | 0.28% |
| 22 | Cintas Corp | COM | $75,342,229 | 445,443 | 0.84% | 0.27% |
| 23 | Teradyne Inc | COM | $75,141,641 | 253,463 | 0.84% | 0.27% |
| 24 | Embraer S.A. | SPONSORED ADS | $69,472,898 | 1,170,760 | 0.77% | 0.25% |
| 25 | Micron Technology Inc | COM | $66,959,888 | 198,200 | 0.75% | 0.24% |
Top 25 of 121 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | $22.9M | 0.08% |
| Investment companies | 6 | $3.7B | 13.2% |
| Pooled investment vehicles (non-investment companies) | 46 | $15.9B | 56.7% |
| Pension and profit sharing plans | 7 | $6.5B | 23.2% |
| Charitable organizations | 6 | $558M | 1.99% |
| State or municipal government entities | 5 | $1.2B | 4.35% |
| Insurance companies | Fewer than 5 clients | $90.5M | 0.32% |
| Corporations and other businesses | Fewer than 5 clients | $17.4M | 0.06% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Axiom Investors Trust Ii (Axiom Emerging Markets Equity Fund) | Other Private Fund | Delaware | $883M | 73 |
| Axiom Investors Trust Ii (Axiom International Equity Fund Ii) | Other Private Fund | Delaware | $824M | 30 |
| Axiom Investors Trust Ii (Axiom International Small Cap Equity Fund) | Other Private Fund | Delaware | $253M | 58 |
| Axiom International Opportunity Fund, L.P. | Hedge Fund | Delaware | $158M | 51 |
| Axiom Investors Trust Ii (Axiom Concentrated Global Growth Equity Fund) | Other Private Fund | Delaware | $98.0M | 25 |
| Axiom International Small/Micro Cap Opportunity Fund, L.P. | Hedge Fund | Delaware | $71.5M | 51 |
| Axiom Investors Trust Ii (Axiom Emerging Markets World Equity Fund) | Other Private Fund | Delaware | $31.0M | 14 |
| Axiom Global Small/Micro Cap Opportunity Fund, L.P. | Hedge Fund | Delaware | $20.4M | 25 |
| Axiom Investors Trust Ii (Axiom U.S. Small Cap Equity Fund) | Other Private Fund | Delaware | $18.9M | 20 |
| Axiom Offshore Opportunity Fund Lp master | Hedge Fund | Cayman Islands | $5.7M | 5 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Operating Engineers' Local 324 Pension Fund Joint Board Of Trustees Operating Engineers Local 324 | 2024 | |
| Operating Engineers' Local 324, Defined Contribution Pension Plan Joint Board Of Trustees, Operating Engineers Local 324, Dc | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacobson, Andrew, Harris | Ceo / Cio | Aug 1998 (28y) | ≈ 37.5% – 75% via Axiom Investors Lp | |
| Zambardi, Denise, Marie | Chief Compliance Officer/Controller | Sep 2004 (22y) | Less than 5% | |
| Amoils, Bradley | Managing Director/Portfolio Manager | Jan 2006 (21y) | Less than 5% | |
| Franco, Matthew, Alexander | Managing Director/Portfolio Manager | Jan 2006 (21y) | Less than 5% | |
| Azimi, Edward, Anthony | Chief Operating Officer | Jun 2015 (11y) | Less than 5% | |
| Chamberlain, Lindsay, Rae | Managing Director Of Client Partnerships | Mar 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Axiom Investors Lp | Member | Dec 2013 | A | 75% or more |
| Axiom Holdings Gp Corp | Managing Member | Jul 2021 | A | Less than 5% |
| Axiom Holdings Gp Corp | General Partner | Dec 2013 | B | GP / trustee / elected manager of Axiom Investors Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jacobson, Andrew, Harris: 50% – 75% of Axiom Investors Lp × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $2.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Axiom Investors Trust Ii (Axiom Emerging Markets Equity Fund) | Other Private Fund | $883M | $5.0M | 73 |
| Axiom Investors Trust Ii (Axiom International Equity Fund Ii) | Other Private Fund | $824M | $5.0M | 30 |
| Axiom Investors Trust Ii (Axiom International Small Cap Equity Fund) | Other Private Fund | $253M | $5.0M | 58 |
| Axiom International Opportunity Fund, L.P. | Hedge Fund | $158M | $2.0M | 51 |
| Axiom Investors Trust Ii (Axiom Concentrated Global Growth Equity Fund) | Other Private Fund | $98.0M | $5.0M | 25 |
| Axiom International Small/Micro Cap Opportunity Fund, L.P. | Hedge Fund | $71.5M | $2.0M | 51 |
| Axiom Investors Trust Ii (Axiom Emerging Markets World Equity Fund) | Other Private Fund | $31.0M | $5.0M | 14 |
| Axiom Global Small/Micro Cap Opportunity Fund, L.P. | Hedge Fund | $20.4M | $2.0M | 25 |
| Axiom Investors Trust Ii (Axiom U.S. Small Cap Equity Fund) | Other Private Fund | $18.9M | $5.0M | 20 |
| Axiom Offshore Opportunity Fund Lp | Hedge Fund | $5.7M | $1.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Operating Engineers' Local 324 Pension Fund | Joint Board Of Trustees Operating Engineers Local 324 | 8,819 | $1.9B | 05/01/2024 |
| Operating Engineers' Local 324, Defined Contribution Pension Plan | Joint Board Of Trustees, Operating Engineers Local 324, Dc | 8,349 | $248M | 05/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.99 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $5.5B (20% of AUM) Mar 2026
- BNY Mellon $1.5B (5% of AUM) Mar 2026
- Northern Trust $1.3B (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗