Assets by plan
Share of aggregate retirement assets
Filings through .
Axonic Capital, LLC
EIN 27-3918539investment managementLatest filing 2025
Plans
2
Retirement
2
$32.8M assets
Health & Benefits
0
Participants
251
520 MADISON AVENUE, 42ND FLOOR - NEW YORK, NY 10022212-259-0475axoniccap.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $32.8M assets / 251 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
AXONIC CAPITAL LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$27.5M
Participants203
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
AXONIC CAPITAL LLC CASH BALANCE PLAN
Cash balance
Assets$5.3M
Participants48
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AXONIC CAPITAL LLC 401(K) PROFIT SHARING PLAN | 401(k) | $27.5M | 203 | 2025 |
| #003 | AXONIC CAPITAL LLC CASH BALANCE PLAN | Cash balance | $5.3M | 48 | 2025 |
- #001 · 401(k) · 2025203
- #003 · Cash balance · 202548
Retirement plans