Complus Asset Management (UK) Limited

RIASEC RegisteredEst. 2024
Total AUM
$5.9B
Discretionary
$5.9B
100% of AUM
Avg account
$733M
Accounts
8
Employees
5
Advisory reps
2

Firm details

Headquarters
London,
CRD number
329571
Registered since
March 15, 2024
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles52.05%
  • State / Municipal Government47.95%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Complus Asset Management (UK) Limited is an institutional-focused investment adviser that registered with the SEC in 2024. The firm operates in the capacity of a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled investment vehicles as well as separate mandates for businesses and institutions. Its client base is institutional, and its compensation combines a percentage-of-AUM fee with performance-based fees. The firm is not positioned as an ESG-focused manager and does not present itself as a multi-state adviser.

Assets & Accounts

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: Sovereign Bonds 71%, Cash & Cash Equivalents 25%, Derivatives 4%71%
  • Sovereign Bonds71%
  • Cash & Cash Equivalents25%
  • Derivatives4%

Owners & executives

1 of 1
  • Francois Hora

    Francois Hora

    CEOCRD 6691791

Contacts

1 of 1
  • Rajeev Leekha

    PartnerCRD 6691790

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
84 Brk St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth