Complus Asset Management (UK) Limited

RIASEC RegisteredEst. 2024
Total AUM
$5.9B
Discretionary
$5.9B
100% of AUM
Avg account
$733M
Accounts
8
Employees
5
Advisory reps
2

Firm details

Headquarters
London,
CRD number
329571
Registered since
March 15, 2024
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles52.05%
  • State / Municipal Government47.95%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Complus Asset Management (UK) Limited is an institutional-focused investment adviser that registered with the SEC in 2024. The firm’s mandate centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it operates in the capacity of a commodity pool operator or commodity trading adviser. Fee arrangements combine a percentage of assets under management with performance-based fees, reflecting an active management approach. Investment positioning is heavily tilted toward fixed income, with sovereign bonds representing the single largest position in the portfolio mix. The firm also allocates to real assets and commodities as alternative exposures, and its structure and regulatory classification indicate an appetite for futures and other commodity-related instruments alongside traditional bond management. Complus does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Sovereign Bonds 71%, Cash & Cash Equivalents 25%, Derivatives 4%71%
  • Sovereign Bonds71%
  • Cash & Cash Equivalents25%
  • Derivatives4%

Owners & executives

1 of 1
  • Francois Hora

    Francois Hora

    CEOCRD 6691791

Contacts

1 of 1
  • Rajeev Leekha

    PartnerCRD 6691790

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
84 Brk St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth