Isam Funds (UK) Limited

RIASEC RegisteredEst. 2021
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$467M
Accounts
5
Employees
100
Advisory reps
6

Firm details

Headquarters
London,
CRD number
307680
Registered since
December 6, 2021
Website
isam.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Isam Funds (UK) Limited is a UK-identified hedge fund manager focused on institutional business. The firm is registered with the SEC (registration year 2021) and is recorded as having mixed ownership listed as a foreign entity and individual. Its business footprint includes commodity pool operator/commodity trading advisor (CPO/CTA) activities and sponsor/GP roles for pooled vehicles. Advisory services are concentrated on portfolio management for pooled investment vehicles and for businesses or institutional clients. The firm charges a mix of AUM-based and performance-based fees and is not flagged as an active ESG investor or a pension consultant. Regulatory and industry relationships reported for the firm include affiliations with broker-dealers and other investment adviser roles, consistent with its combination of trading, pooled vehicle sponsorship and advisory functions. The firm does not position itself as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • Katie Christensen

    Katie Christensen

    Chief Compliance OfficerCRD 6819863

Contacts

3 of 5
  • Leanne Godsell

    General CounselCRD 7463319

  • Alexander Lowe

    Alexander Lowe

    Managing DirectorCRD 7463317

  • Roy Sher

    Managing DirectorCRD 3197325

Unlock 2 more contacts

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
40 Leadenhall St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth