Askeladden Capital
Firm details
- Headquarters
- ,
- CRD number
- 282555
- Website
- askeladdencapital.com
- 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
FINTRXOverview
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
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1Samir Patel
PrincipalCRD 6597192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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