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Axa Private Equity (Us), LLC (New York)


Axa Private Equity (Us), LLC is a large advisory firm based in New York. It manages $881.46 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004.

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Axa Private Equity (Us) provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Axa Private Equity (Us): assets under management

The assets under management (AUM) of Axa Private Equity (Us), LLC is $881.46 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $881.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $293.82 million each.
Axa Private Equity (Us) has custody of $16.85 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Axa Private Equity (Us), LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
S.A. Axa Investment Managers Shareholder 1 Jul 1999 75% - 100% n/a foreign entity
Axa S.A. Shareholder 1 Jul 1999 75% - 100% n/a foreign entity
Sas Holding Pe Shareholder 1 Oct 2014 75% - 100% foreign

Based in New York

The principal office where Axa Private Equity (Us), LLC performs its advisory services is located at 1370 Avenue Of The Americas, New York, NY 10019 4602, 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 212-641-8606 or by fax 212-641-8616. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.axaprivateequity.com.


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