AUM Focus Aksia advises on substantial client assets across alternative allocations with $301 billion AUA and $25 billion AUM as of late 2023, indicating strong scale and potential to cross-sell additional risk/manager research, portfolio advisory, and bespoke mandate services to existing institutional clients.

Global Footprint Operating from seven offices across North America, Europe, and Asia with headquarters in New York and key hubs in London and Tokyo, Aksia presents opportunities to expand regional service lines, tailor region-specific product offerings, and engage multi-jurisdictional institutional buyers.

Tech Modernization Utilizes a modern tech stack including Microsoft Power Apps and Power Automate, SQL Server, and AI tools like ChatGPT, suggesting potential for expanding automation, client reporting enhancements, and scalable research delivery to increase efficiency and client satisfaction.

Scalable Advisory With revenue modeled in the mid to high hundreds of millions and a sizable professional base, there is potential to upsell expanded portfolio analytics, strategy consulting, and outsourced CIO styles of advisory for larger pension plans and sovereign/institutional clients.

Competitive Positioning In a market with peers ranging from boutique researchers to large consultancies, Aksia’s specialization in alternatives and established AUA/AUM base positions it to compete on depth of research, customized manager due diligence, and integrated advisory solutions for complex alternative portfolios.