Axiom International Investors LLC is a large advisory firm based in Greenwich. It manages $9.73 billion of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
Axiom International Investors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Axiom International Investors LLC is $9.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1203% since the beginning of its operation, and $2.7 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Axiom International Investors LLC for their services and products based on a percentage of assets under management and performance-based 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.
The firm provides services to investment companies, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Donald Keith Miller is pooled investment vehicles with 23 clients and $3.68 billion of assets under management. Among the 8 most similar advisory firms, Axiom International Investors has the 2nd lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $8.8 billion for 45 clients. 23% of the firm’s clients are foreign persons or businesses.
Axiom International Investors also advises several private funds. Namely, four hedge funds and seven other private funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.
The company employs 49 people that are either part- or full-time employees. 51 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Donald Keith Miller has been acting as President since 1 Aug 1998. Edward Anthony Azimi joined the executive team most recently as the Chief Operating Officer.
The principal office where Axiom International Investors LLC performs its advisory services is located at 33 Benedict Place, 2 Nd Floor, Greenwich, CT 06830, 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 203-422-8000 or by fax 203-422-8090. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at axintl.com.