AXIUM INFRASTRUCTURE INC. other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm
- Outside the United States


Number of Employees:

78

of those in investment advisory functions:

48 11.63%


Registration:

SEC, Approved, 1/19/2017

AUM:

8,105,372,477 6.28%

of that, discretionary:

6,955,880,345 10.80%

GAV:

6,071,813,891 22.41%

Avg Account Size:

426,598,551 -16.10%


SMA’s:

NO

Private Funds:

3

Contact Info

514 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
6B 5B 4B 4B 3B 2B 897M
2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Hedge Fund 3 $6,071,813,891

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Private Funds



Employees




Brochure Summary

Overview

Principal Ownership Axium Infrastructure Inc. (the “Canadian Manager”) is a corporation formed under the laws of Canada. The management team members of the Canadian Manager and of Axium Infrastructure US Inc., a Delaware corporation and wholly-owned subsidiary of the Canadian Manager (the “US Manager,” and with the Canadian Manager, the “Adviser”), comprised of infrastructure investment professionals, own more than 86% (on a fully diluted basis) of the Canadian Manager. Advisory Services The Canadian Manager serves as the investment advisor to, inter alia, Axium Infrastructure NA IV LP (the “North American IV Fund”), Axinfra US III LP (the “US III Fund,”) and Axium Infrastructure Canada II (Intl) LP (the “AICII (Intl) Fund”, and collectively the “Funds” and, each individually, a “Fund”). The US Manager provides investment advisory services to certain private investment funds, including AxInfra NA II LP (the “NA II Fund”), AxInfra US II LP (the “US II Fund”), AxInfra US LP (the “US Fund”) and AxInfra US (P-1) LP (the “US P-1 Fund” and together with the US Fund, the “US Country Funds”). The Canadian Manager provides advice to certain other accounts pursuing substantially the same investment strategy as the Funds and may provide investment advisory services to additional private investment funds created by it in the future (together with the North American IV Fund, the US III Fund, and the AICII (Intl) Fund, the “Advised Funds”). The Canadian Manager and its affiliates are not registered as dealers, advisers or investment fund managers with any securities regulatory authority in Canada. The Funds target both operating assets and greenfield investment opportunities with the objective of investing in core energy, transportation and social infrastructure assets. The US Country Funds acquire and hold investments in infrastructure assets located in the U.S. The other Funds are "feeder" funds that invest (directly or indirectly) in the US Country Funds and/or in Axium Infrastructure Canada II LP (the “Canadian Fund”), a limited partnership
formed under the laws of the Province of Québec that acquires and holds investments in infrastructure assets located in Canada. The Canadian Manager serves as the investment adviser to the Canadian Fund and to certain other "feeder" funds that invest in the US and/or in the Canadian Fund. Affiliates of the Canadian Manager act as the general partners to each of the Funds (each, a "General Partner"). The investments made by the US Country Funds are only made in assets located within the United States. The investments made by the Canadian Fund are only made in assets located within Canada. Pursuant to the terms of management services agreements, the respective General Partner of each Advised Fund will delegate to the Canadian Manager substantially all of its management rights and certain obligations under its limited partnership agreement. The Canadian Manager has overall responsibility for the management of the Advised Funds. The Canadian Manager’s investment advisory services to the Advised Funds include, among other things:
• sourcing investment opportunities;
• managing and arranging acquisitions or dispositions of investments;
• determining exit strategies for investments; and
• overseeing banking, cash management and financing arrangements for the Advised Funds. The Canadian Manager tailors its advisory services to each Advised Fund’s investment strategy, as disclosed in such Advised Fund’s offering documents. The Canadian Manager’s advisory services are described in further detail in the Advised Funds’ private placement memoranda, management services agreements and partnership agreements, and in Item 8 below. Additionally, the Canadian Manager may offer investors in the Advised Funds or third parties the opportunity to co-invest with the Canadian Fund in certain portfolio companies. Assets under Management As of December 31, 2022, the Canadian Manager had approximately $ 7,626,770,128 (in USD, after conversion from CAD where applicable) of assets under management (including assets under management through co-investments).