Axa Investment Managers Us Inc
- Regulatory AUM
- $79.2B
- Discretionary
- $78.3B
- Clients
- 60
- Avg AUM / client
- $1.3B
- Accounts
- 208
- Employees
- 167
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | $12.7M | 0.02% |
| Investment companies | 2 | $1.0B | 1.27% |
| Pooled investment vehicles (non-investment companies) | 28 | $35.0B | 44.2% |
| Pension and profit sharing plans | 3 | $409M | 0.52% |
| State or municipal government entities | Fewer than 5 clients | $380M | 0.48% |
| Other investment advisers | 5 | $30.8B | 38.8% |
| Insurance companies | 22 | $11.7B | 14.7% |
Private funds (22)
View all →Reported in Form ADV Section 7.B.(1), filing of May 2024 · $8.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| St. Bernard Opportunity Fund I, Ltd. | Hedge Fund | Cayman Islands | $898M | 11 |
| Allegro Clo Ix, Ltd. | Securitized Asset Fund | Cayman Islands | $538M | 2 |
| Allegro Clo Xiii, Ltd | Securitized Asset Fund | Cayman Islands | $501M | 20 |
| Allegro Clo Xiv, Ltd | Securitized Asset Fund | Cayman Islands | $500M | 20 |
| Allegro Clo V, Ltd | Securitized Asset Fund | Cayman Islands | $457M | 5 |
| Adagio Iv Clo Designated Activity Company | Securitized Asset Fund | Ireland | $441M | 17 |
| Adagio Ix Clo, Designated Activity Company | Securitized Asset Fund | Ireland | $440M | 20 |
| Adagio Vii Clo, Designated Activity Company | Securitized Asset Fund | Ireland | $437M | 25 |
| Allegro Clo Vi, Ltd. | Securitized Asset Fund | Cayman Islands | $432M | 5 |
| Allegro Clo Xv, Ltd | Securitized Asset Fund | Jersey | $400M | 20 |
| Allegro Clo Xii, Ltd | Securitized Asset Fund | Cayman Islands | $400M | 20 |
| Allegro Clo Xi, Ltd | Securitized Asset Fund | Cayman Islands | $396M | 2 |
| Adagio Viii Clo, Designated Activity Company | Securitized Asset Fund | Ireland | $382M | 25 |
| Adagio V Clo Designated Activity Company | Securitized Asset Fund | Ireland | $380M | 9 |
| Allegro Clo Viii, Ltd. | Securitized Asset Fund | Cayman Islands | $379M | 6 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Program Plan For Employees Of United States Enrichment Corporation United States Enrichment Corporation | 2024 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Decoux, Michel, Henri | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Menioux, Jean Christophe | Director / Chairman | Oct 2022 (4y) | Less than 5% |
Undisclosed: 90% – 100% of the firm is not attributable from the filed Schedule A bands.
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 (22, $8.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| St. Bernard Opportunity Fund I, Ltd. | Hedge Fund | $898M | $100K | 11 |
| Allegro Clo Ix, Ltd. | Securitized Asset Fund | $538M | $250K | 2 |
| Allegro Clo Xiii, Ltd | Securitized Asset Fund | $501M | $250K | 20 |
| Allegro Clo Xiv, Ltd | Securitized Asset Fund | $500M | $250K | 20 |
| Allegro Clo V, Ltd | Securitized Asset Fund | $457M | $250K | 5 |
| Adagio Iv Clo Designated Activity Company | Securitized Asset Fund | $441M | $250K | 17 |
| Adagio Ix Clo, Designated Activity Company | Securitized Asset Fund | $440M | $250K | 20 |
| Adagio Vii Clo, Designated Activity Company | Securitized Asset Fund | $437M | $250K | 25 |
| Allegro Clo Vi, Ltd. | Securitized Asset Fund | $432M | $250K | 5 |
| Allegro Clo Xv, Ltd | Securitized Asset Fund | $400M | $250K | 20 |
| Allegro Clo Xii, Ltd | Securitized Asset Fund | $400M | $250K | 20 |
| Allegro Clo Xi, Ltd | Securitized Asset Fund | $396M | $250K | 2 |
| Adagio Viii Clo, Designated Activity Company | Securitized Asset Fund | $382M | $250K | 25 |
| Adagio V Clo Designated Activity Company | Securitized Asset Fund | $380M | $250K | 9 |
| Allegro Clo Viii, Ltd. | Securitized Asset Fund | $379M | $250K | 6 |
| Adagio Vi Clo Designated Activity Company | Securitized Asset Fund | $376M | $250K | 27 |
| Allegro Clo Vii, Ltd. | Securitized Asset Fund | $374M | $250K | 6 |
| Adagio X Clo Designated Activity Company | Securitized Asset Fund | $367M | $250K | 20 |
| Allegro Clo X, Ltd. | Securitized Asset Fund | $294M | $250K | 2 |
| Allegro Clo Iv, Ltd | Securitized Asset Fund | $260M | $250K | 20 |
| Allegro Clo Ii S, Ltd. | Securitized Asset Fund | $220M | $250K | 28 |
| Axa Im U.S. High Yield Fund, Llc | Hedge Fund | $33.5M | $5.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Program Plan For Employees Of United States Enrichment Corporation | United States Enrichment Corporation | 53 | $31.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 7.15 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • REAL ESTATE RELATED FEES
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- State Street $17.9B (20% of AUM) Mar 2025
- BNY Mellon $15.7B (20% of AUM) Mar 2026
- Citibank $13.9B (18% of AUM) Mar 2026
- Bnp Paribas Securities Corp. $11.9B (16% of AUM) Oct 2025
- Bnp Paribas $11.1B (14% of AUM) Mar 2026
- Bnp Paribas Securities Services Australia $7.4B (8% of AUM) Jan 2025
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: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗