Aikya Investment Management Limited

RIASEC RegisteredEst. 2021
Total AUM
$5.8B
Discretionary
$5.8B
100% of AUM
Avg account
$532M
Accounts
11
Employees
10
Advisory reps
7

Firm details

Headquarters
London,
CRD number
310490
Registered since
February 12, 2021
Fee structure
Percentage of AUM
Client types
  • Other72%
  • Investment Companies23.2%
  • Pooled Investment Vehicles4.8%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aikya Investment Management Limited is structured as a hedge-fund style adviser focused on institutional mandates. Registered with the SEC in 2021 and owned through a combination of foreign-entity and individual ownership, the firm provides portfolio management across investment companies, pooled vehicles and institutional or corporate balance sheets. Its fee model is percentage-of-AUM, and the firm describes itself as an active ESG investor, indicating ESG considerations are integrated into its investment process. The firm also acts in sponsor and general-partner roles for pooled vehicles, reflecting a manager that both advises external investors and operates its own private funds. The client base is institutional rather than retail, and Aikya is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Daniel Longan

    Daniel Longan

    Chief Finance OfficerCRD 6835283

Contacts

3 of 6
  • Ashish Swarup

    Ashish Swarup

    Investment Analyst and Portfolio ManagerCRD 7323025

  • Thomas Allen

    Thomas Allen

    Investment Analyst and Portfolio ManagerCRD 7323031

  • Ian Macoun

    Ian Macoun

    Non-Executive DirectorCRD 5428601

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
Octagon Pt
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth