AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$11M
Investors
59
Min Invest
None stated
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What this filing shows
·Every sentence is a value as filed on SEC Form D
AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND is a Delaware entity that first filed a Form D on April 17, 2014 and most recently amended it on April 20, 2023, describing itself as a other investment fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(7) and covers pooled investment fund interests. AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND reported $10,946,298 sold from 59 investors in an offering of indefinite size as of the Form D filed April 20, 2023. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is 33 Benedict Place, 2nd Floor, Greenwich, CT 06830.
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Reporting lapsed · Form D · last filing April 20, 2023
Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
dark
Investor
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
INVESTMENT MANAGER AXIOM INVESTORS LLC
Promoter · GREENWICH, CT
INVESTMENT MANAGER OF ISSUER
DELAWARE STATUTORY TRUST AXIOM INVESTORS TRUST II
Promoter · GREENWICH, CT
ISSUER IS PORTFOLIO SERIES OF AXIOM INVESTORS TRUST II
CUSTODIAL TRUSTEE THE NORTHERN TRUST COMPANY
Promoter · CHICAGO, IL
CUSTODIAL TRUSTEE OF AXIOM INVESTORS TRUST II
DELAWARE TRUSTEE WILMINGTON TRUST COMPANY
Promoter · WILMINGTON, DE
DELAWARE TRUSTEE OF AXIOM INVESTORS TRUST II
Questions About AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND?
AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND is a Delaware entity that filed a Form D with the SEC on April 20, 2023 as a other investment fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests.
Is AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND legit?
AltStreet does not rate legitimacy; it reports the public record. AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND filed a Form D with the SEC on April 20, 2023 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $10,946,298 sold to 59 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND claimed Rule 506(b), Section 3(c), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND raised?
AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND reported $10,946,298 sold from 59 investors in an offering of indefinite size as of the Form D filed April 20, 2023.
Who can invest in AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.
Who is behind AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND?
The Form D lists 4 related persons: INVESTMENT MANAGER AXIOM INVESTORS LLC, promoter (INVESTMENT MANAGER OF ISSUER); DELAWARE STATUTORY TRUST AXIOM INVESTORS TRUST II, promoter (ISSUER IS PORTFOLIO SERIES OF AXIOM INVESTORS TRUST II); CUSTODIAL TRUSTEE THE NORTHERN TRUST COMPANY, promoter (CUSTODIAL TRUSTEE OF AXIOM INVESTORS TRUST II); DELAWARE TRUSTEE WILMINGTON TRUST COMPANY, promoter (DELAWARE TRUSTEE OF AXIOM INVESTORS TRUST II). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND located?
The issuer's address on its SEC filings is 33 Benedict Place, 2nd Floor, Greenwich, CT 06830. Its phone number of record is 203-422-8000. It is organized under the laws of Delaware.
How long is the AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 10 amendments are on record for this CIK.
How large is AXIOM INVESTORS TRUST II-AXIOM GLOBAL EQUITY FUND?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.