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Aksia Ca LLC

CRD 159043SEC# 801-72746San Diego, CA
Export (members)
No longer SEC-registered. Aksia Ca LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.08B
Employees
51
Accounts
3
Location
San Diego, CA

Aksia Ca LLC assets under management

Aksia Ca LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. It reports $2.1 billion in regulatory assets under management and employs 51 people.

Aksia Ca LLC owners & executives

17 reported
NameTitleOwnershipSince
Aksia Llc ControlManaging MemberOver 75%2020
Craig Raymond Occhialini ControlChief Compliance OfficerUnder 5%2011
Alexandros Panagiotidis ControlMember25-50%2020
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Frequently asked questions

How much does Aksia Ca LLC manage?

Aksia Ca LLC reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Aksia Ca LLC have?

Aksia Ca LLC reports 51 employees.

Where is Aksia Ca LLC located?

Aksia Ca LLC is based in San Diego, CA.

Does Aksia Ca LLC disclose fund performance?

Aksia Ca LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12760 High Bluff Drive, Suite 120, San Diego, CA 92130
Office hours8:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$2.08BNo change
Mar '25 — $2.08BApr '25 — $2.08BMay '25 — $2.08BJun '25 — $2.08BJul '25 — $2.08BAug '25 — $2.08BSep '25 — $2.08BOct '25 — $2.08BNov '25 — $2.08BDec '25 — $2.08BJan '26 — $2.08BFeb '26 — $2.08BMar '26 — $2.08BApr '26 — $2.08BMay '26 — $2.08BJun '26 — $2.08B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$2.08Bregulatory AUM
Discretionary $1.96BNon-discretionary $115.9M