Isam Funds (UK) Limited

RIASEC RegisteredEst. 2021
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$467M
Accounts
5
Employees
100
Advisory reps
6

Firm details

Headquarters
London,
CRD number
307680
Registered since
December 6, 2021
Website
isam.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Isam Funds (UK) Limited operates as a hedge fund manager focused on institutional clients. The firm is registered with the SEC (registered in 2021) and presents itself as both an entity linked to a foreign owner and to individuals. Its regulatory and business profile includes activity as a commodity pool operator or commodity trading advisor (CPO/CTA) and as sponsor/GP of pooled vehicles. Advisory services emphasize portfolio management for pooled investment vehicles and for businesses or institutions. Compensation is structured as a percentage of AUM alongside performance-based fees. The firm does not identify as an active ESG investor.

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

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Client base

Client personas

Owners & executives

1 of 1
  • Katie Christensen

    Katie Christensen

    Chief Compliance OfficerCRD 6819863

Contacts

3 of 5
  • Leanne Godsell

    General CounselCRD 7463319

  • Alexander Lowe

    Alexander Lowe

    Managing DirectorCRD 7463317

  • Roy Sher

    Managing DirectorCRD 3197325

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
40 Leadenhall St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth