Alken Asset Management Ltd

RIASEC Registered
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$181M
Accounts
21
Employees
21
Advisory reps
5

Firm details

Headquarters
London,
CRD number
329119
Registered since
February 22, 2024
Custodians
PICTET & CIE, BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles82%
  • Other Investment Advisers5.08%
  • Corporations / Businesses4.68%
  • Pension & Profit Sharing Plans4.56%
  • HNWI1.76%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Alken Asset Management Ltd is an institutional registered investment adviser that began SEC registration in 2024. Ownership is a mix of a foreign entity and an individual, and the firm identifies its client base primarily as institutional. Its advisory scope includes discretionary portfolio management for pooled investment vehicles, businesses/institutions, and individual/small-business accounts. Fee arrangements combine asset-based fees, fixed fees, and performance-based fees, consistent with sponsorship or manager roles in pooled funds. Alken does not list itself as an active ESG investor and is not described as a multi-state or pension consultant. It also appears in adviser roles that include acting as an investment sponsor, general partner, or managing member of pooled investment vehicles.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 7%, Derivatives 6%, Investment Grade Corp Bonds 3%, Non-Investment Grade Corp Bonds 2%, Public Funds/Mutual Funds 2%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents7%
  • Derivatives6%
  • Investment Grade Corp Bonds3%
  • Non-Investment Grade Corp Bonds2%

Owners & executives

2 of 2
  • Nicolas Walewski

    Founder, CEO and Portfolio ManagerCRD 6048920

  • Alexis Tsatsaris

    Chief Compliance Officer / Chief Financial OfficerCRD 6068174

Contacts

3 of 3
  • Marc Festa

    AnalystCRD 6048926

  • Antoine Marmoiton

    Fixed Income ManagerCRD 8297612

  • Christophe Chrun

    Portfolio ManagerCRD 8297621

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$410K in ETFs

Passive

100%

$410K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$410K7,400100.00%

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
25 Savile Row
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth