Askeladden Capital

RIASEC Registered
Total AUM
$93.8M
Discretionary
$93.8M
100% of AUM
Avg account
$1.5M
Accounts
62
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
282555
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI48.05%
  • Charitable Organizations34.22%
  • Pooled Investment Vehicles16.84%
  • Individuals0.88%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Askeladden Capital is an independent, individually owned limited liability company that provides discretionary portfolio management for both private clients and pooled investment vehicles. The firm serves individual and family clients as well as institutional investors. Compensation is primarily a percentage of assets under management and the firm also charges performance-based fees on applicable mandates. Askeladden does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not classified as a capital allocator or pension consultant. Advisory activity centers on portfolio management for individuals and small businesses alongside management of pooled vehicles, which supports the firm’s use of both liquid public securities and allocations to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Samir Patel

    Samir Patel

    PrincipalCRD 6597192

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth