AS Trigon Asset Management

RIASEC RegisteredEst. 2017
Total AUM
$75.9M
Discretionary
$0
0% of AUM
Avg account
$75.9M
Accounts
1
Employees
10
Advisory reps
3

Firm details

Headquarters
Tallinn,
CRD number
286092
Registered since
January 10, 2017
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AS Trigon Asset Management is a corporation registered with the SEC in 2017 that operates as an institutional registered investment adviser serving institutional clients. The firm’s advisory mandate centers on portfolio management for pooled investment vehicles and it charges fees as a percentage of assets under management. Ownership is listed as a combination of a foreign entity and individual ownership. The firm reports that it is not an active ESG investor, does not act as a capital allocator, and does not operate as a multistate adviser or pension consultant.

Assets & Accounts

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

Owners & executives

1 of 1
  • Karola Sisask

    Karola Sisask

    Chief Compliance Officer and General CounselCRD 6735260

Contacts

2 of 2
  • Mehis Raud

    Mehis Raud

    PartnerCRD 6735256

  • Jelena Rozenfeld

    Jelena Rozenfeld

    PartnerCRD 6863226

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tallinn, null

Location

Tallinn, null

Headquartered in Tallinn, null.

Address
Prnu Mt 18
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth