Melqart Asset Management (UK) Ltd

RIASEC RegisteredEst. 2022
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$717M
Accounts
4
Employees
23
Advisory reps
3

Firm details

Headquarters
London,
CRD number
287888
Registered since
July 29, 2022
Custodians
J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC, GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles87.67%
  • Corporations / Businesses12.33%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Melqart Asset Management (UK) Ltd is organized as a hedge fund-style manager focused on institutional clients and structured as a foreign/individual-owned entity. The firm is SEC-registered (since 2022) and operates with a fee model that combines an asset-based charge and performance fees. Its listed business roles include operating as a CPO/CTA and acting as sponsor, general partner, or managing member for pooled vehicles; advisory offerings emphasize portfolio management for pooled investment vehicles and for businesses or institutions. Melqart identifies as an active ESG investor, indicating ESG considerations are incorporated into its investment process.

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

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 64%, Exchange Traded Equities 33%, Cash & Cash Equivalents 4%64%
  • Non-Investment Grade Corp Bonds64%
  • Exchange Traded Equities33%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 3
  • Adrian Hornzee

    Adrian Hornzee

    Chief Operating OfficerCRD 6132726

  • Elaine Fullerton

    Chief Compliance Officer and General CounselCRD 6379565

  • Michel Massoud

    Michel Massoud

    CEOCRD 6767828

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$11.9M in ETFs

Passive

100%

$11.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
GLOBAL X URANIUM ETF (URA)GlobalXPassiveNatural Resources$11.9M246,307100.00%

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
5 St Jamess Sq
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth