Alken Asset Management Ltd

RIASEC RegisteredEst. 2024
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$118M
Accounts
19
Employees
18
Advisory reps
2

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

FINTRX

Overview

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

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 75%, Derivatives 9%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 4%, Non-Investment Grade Corp Bonds 2%, Private Funds 2%, US Government Bonds 1%75%
  • Exchange Traded Equities75%
  • Derivatives9%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds4%
  • 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

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