Isam Funds (UK) Limited

RIASEC Registered
Total AUM
$6B
Discretionary
$6B
100% of AUM
Avg account
$595M
Accounts
10
Employees
127
Advisory reps
7

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 is classified as a hedge fund manager serving primarily institutional clients. The firm is registered with the SEC (registration recorded in 2021) and operates with a fee model that combines a percentage of assets under management and performance-based fees. Its listed business activities identify it as a CPO/CTA and its advisory work emphasizes portfolio management for pooled investment vehicles and for businesses or institutional investors. Industry affiliations in the dataset include relationships with broker‑dealers, other investment advisers, and roles as sponsor/GP/managing member of pooled vehicles. The firm does not report active ESG investing.

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

Owners & executives

1 of 1
  • Katie Christensen

    Katie Christensen

    Chief Compliance OfficerCRD 6819863

Contacts

3 of 6
  • Roy Sher

    Managing DirectorCRD 3197325

  • Alexander Lowe

    Alexander Lowe

    Managing DirectorCRD 7463317

  • Jaco Wentzel

    Jaco Wentzel

    Head of FinanceCRD 7463318

Unlock 3 more contacts →

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
40 Leadenhall St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth