Troy Asset Management Ltd

Overview

Troy Asset Management Ltd is a corporate investment adviser that registered with the SEC in 2022. Ownership appears mixed across domestic and foreign entities as well as individuals. The firm identifies its primary client base as institutional, while its regulatory filings show it is set up to provide discretionary portfolio management both for individuals and small businesses and for pooled investment vehicles. The firm charges both a percentage-of-AUM fee and may collect performance-based fees, which aligns with its work for pooled vehicles and at least one private fund. Troy reports being an active ESG investor. It is not structured as a multi-state adviser or pension consultant, and it does not present itself as a capital allocator in the available disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives