Alken Asset Management Ltd
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 Vehicles74.22%
- Other Investment Advisers9.61%
- Pension & Profit Sharing Plans6.9%
- Corporations / Businesses5.8%
- HNWI1.98%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alken Asset Management Ltd is a recently SEC-registered adviser (2024) that serves institutional clients and provides portfolio management across several client types, including individuals and small businesses, pooled investment vehicles, and businesses or institutions. The firm is organized as a foreign/individual-owned entity and is categorized as "other/unclassified" in the source data. Fee arrangements include AUM-based fees, fixed fees and performance-based fees. Alken does not identify as an active ESG investor and is not designated as a multi-state adviser. The firm also functions in sponsor and management roles for pooled vehicles: its affiliations include acting as an investment adviser and sponsor, general partner, and managing member of pooled investment vehicles. The combination of pooled-vehicle responsibilities and performance fees is consistent with an adviser that operates or allocates to closed-ended or private strategies in addition to managed separate accounts.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Derivatives9%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds4%
- Non-Investment Grade Corp Bonds2%
Owners & executives
2 of 2Alexis Tsatsaris
Chief Compliance Officer / Chief Financial OfficerCRD 6068174
Nicolas Walewski
Founder, CEO and Portfolio ManagerCRD 6048920
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$410K in ETFs
100%
$410K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $410K | 7,400 | 100.00% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- 25 Savile Row
- Office locations
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