Troy Asset Management Ltd
Firm details
- Headquarters
- London,
- CRD number
- 319174
- Registered since
- May 26, 2022
- Website
- www.taml.co.uk
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, BANK JULIUS BAER & CO LIMITED, PERSHING LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles94.45%
- Other3.97%
- Charitable Organizations1.58%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Troy Asset Management Ltd is a corporate investment adviser that registered with the SEC in 2022. FINTRX classifies the firm as serving an institutional client base, though its regulatory filings also show it provides portfolio management for individuals and small businesses as well as for pooled investment vehicles. Ownership is described as a mix of domestic entities, foreign entities and individual ownership. The firm charges fees based on a percentage of assets under management and may assess performance-based fees. Troy identifies itself as an active ESG investor and is not listed as a multi-state adviser, pension consultant, related adviser, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities59%
- Sovereign Bonds16%
- US Government Bonds13%
- Private Funds5%
- Public Funds/Mutual Funds4%
Owners & executives
2 of 2
Sebastian Lyon
Founder & Chief Investment OfficerCRD 2231380
Nicholas Hughes
Chief Operating OfficerCRD 6127685
Contacts
3 of 8
Rajesh Soni
Head of ComplianceCRD 7740393
Jonathan Chenevix-Trench
Non-Executive DirectorCRD 7869578
Seth Brennan
Managing Partner & Co-FounderCRD 2265759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 33 Davies St
- Office locations
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