Alken Asset Management Ltd

RIASEC RegisteredEst. 2024
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$181M
Accounts
21
Employees
21
Advisory reps
5

Firm details

Headquarters
London,
CRD number
329119
Registered since
February 22, 2024
Custodians
PICTET & CIE, BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles82%
  • Other Investment Advisers5.08%
  • Corporations / Businesses4.68%
  • Pension & Profit Sharing Plans4.56%
  • HNWI1.76%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Alken Asset Management Ltd is registered as an institutional RIA (SEC registration 2024) whose ownership structure combines a foreign entity and an individual. The firm principally serves institutional clients but also provides discretionary portfolio management across pooled investment vehicles, businesses/institutions, and individuals or small businesses. Its advisory and sponsor roles extend to acting as a general partner and managing member of pooled vehicles. Fees are charged through a mix of asset-based percentages, fixed fees, and performance-based arrangements. The firm is not designated as an active ESG investor and is not identified as a multi-state adviser or pension consultant in the filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 7%, Derivatives 6%, Investment Grade Corp Bonds 3%, Non-Investment Grade Corp Bonds 2%, Public Funds/Mutual Funds 2%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents7%
  • Derivatives6%
  • Investment Grade Corp Bonds3%
  • Non-Investment Grade Corp Bonds2%

Owners & executives

2 of 2
  • Alexis Tsatsaris

    Chief Compliance Officer / Chief Financial OfficerCRD 6068174

  • Nicolas Walewski

    Founder, CEO and Portfolio ManagerCRD 6048920

Contacts

3 of 3
  • Christophe Chrun

    Portfolio ManagerCRD 8297621

  • Marc Festa

    AnalystCRD 6048926

  • Antoine Marmoiton

    Fixed Income ManagerCRD 8297612

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$410K in ETFs

Passive

100%

$410K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$410K7,400100.00%

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
25 Savile Row
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth