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Akros Capital, LLC (Katonah)


Akros Capital, LLC is an investment adviser to an investment company based in Katonah. It manages $8.23 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Minnesota, and New York.

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Akros Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Akros Capital: assets under management

The assets under management (AUM) of Akros Capital, LLC is $8.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $8.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.74 million each.
Akros Capital has custody of $3.62 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Akros Capital, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Brady T. Lipp President-director 1 Aug 2003 75% - 100% 4897208
William Durwood Sexton Member 1 Sep 2004 25% - 50% 1473498

Based in Katonah

The principal office where Akros Capital, LLC performs its advisory services is located at 16 Catherine Place, Katonah, NY 10536, which is also the mailing address of the firm. An additional office of the firm is in Woodbury, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-937-9738 or by fax 212-499-2589. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.akroscapital.com.


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