ALJEN ASSET MANAGEMENT LLC

Overview

Aljen Asset Management LLC is an independent, individually owned registered investment adviser that serves both individuals and families as well as institutional clients. The firm combines financial planning, portfolio management and pension consulting services, and charges clients by percentage of assets under management as well as hourly and fixed fees. Its business activities include the sale of other financial products, which complements its advisory services and expands the set of solutions it can put in client portfolios. Investment activity is centered on pooled public vehicles for core exposures, with active use of third‑party managers where the firm lacks in‑house specialization. Aljen’s manager allocation interest leans toward public funds and mutual funds for core equity and fixed income exposures, while selectively placing capital into alternatives — including real estate, commodities, digital currency and oil & gas — through external fund managers and specialist vehicles. The firm does not list itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices