Axium Infrastructure Us Inc.

Axium Infrastructure US Inc. is an investment adviser registered with the SEC, providing services to private investment funds such as the US Fund and the Canadian Fund. The firm was established in 2012 and specializes in infrastructure investments in the energy, transportation, and social sectors. As of December 31, 2024, the firm had approximately $5.6 billion in assets under management. Clients typically require a minimum investment of $5 million per fund and $10 million across all funds. The firm charges management fees based on a percentage of net asset value, payable quarterly. Additionally, the firm may receive incentive profit sharing fees based on performance. The firm's investment strategy focuses on acquiring and managing infrastructure assets in the US and Canada, targeting both operational and greenfield opportunities. The firm has a well-defined process for sourcing, analyzing, and managing investments, aiming to ensure compliance with clients' investment objectives. The firm has a Code of Ethics in place to guide business conduct and personal trading practices. The firm does not typically deal with broker-dealers for securities transactions and exercises investment discretion on behalf of clients. The firm has custody of client assets and may enter into related party transactions, subject to disclosure and approval processes. The firm does not currently exercise voting authority on client securities. The firm has not been subject to any material legal or disciplinary events and maintains financial stability to meet its commitments.