Incentive As

RIASEC RegisteredEst. 2015

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$274M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Oslo,
CRD number: 174704
Registered since: July 14, 2015
Website: www.sector.no
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles66.58%
Sovereign Wealth Funds19.78%
Corporations / Businesses13.63%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Incentive As is a corporate hedge fund that provides portfolio management for pooled vehicles and for institutional or business clients. Registered with the SEC in 2015, the firm serves an institutional client base and charges both asset-based fees and performance fees. Its ownership structure includes a mix of foreign-entity and individual ownership. Incentive As does not identify as an active ESG investor and is not structured as a multistate or newly formed adviser. Investment activity centers on equity exposure: the firm’s filings show a clear preference for exchange-traded equities at the SMA level. It operates multiple private funds (see Investments & Alternatives) while also managing discretionary mandates for a small number of sizable institutional clients.