BLS Capital Fondsmaeglerselskab A/S

RIASEC RegisteredEst. 2014
Total AUM
$7.2B
Discretionary
$7.2B
100% of AUM
Avg account
$451M
Accounts
16
Employees
24
Advisory reps
8

Firm details

Headquarters
Klampenborg,
CRD number
170746
Registered since
May 14, 2014
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government33.72%
  • Pooled Investment Vehicles24.63%
  • Other24.41%
  • Charitable Organizations14.74%
  • Other Investment Advisers1.66%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

BLS Capital Fondsmaeglerselskab A/S is organized as a hedge-fund–classified investment manager that primarily serves institutional clients. The firm is SEC-registered (since 2014) and reports ownership that includes foreign-entity and individual stakeholders. Its advisory scope explicitly covers portfolio management for pooled investment vehicles and for businesses or institutions. Compensation is a mix of a percentage-of-AUM fee and performance-based fees, consistent with an active, incentive-driven investment approach. The manager identifies as an active ESG investor.

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 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 4
  • Klavs Olsson

    COOCRD 7862926

  • Anna Grex

    Anna Grex

    CEOCRD 6443616

  • Emil Nielsen

    Chief Legal OfficerCRD 8065652

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Contacts

3 of 4
  • Peter Roerdam

    Portfolio ManagerCRD 6322735

  • Pernille Backhausen

    AttorneyCRD 6322731

  • Steen Jensen

    ChairmanCRD 6322728

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Klampenborg, null

Location

Klampenborg, null

Headquartered in Klampenborg, null.

Address
Strandvejen 724
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth