Silk Invest Limited

RIASEC RegisteredEst. 2012
Total AUM
$56.2M
Discretionary
$56.2M
100% of AUM
Avg account
$8M
Accounts
7
Employees
15
Advisory reps
2

Firm details

Headquarters
London,
CRD number
164753
Registered since
September 6, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Silk Invest Limited is an SEC-registered adviser (since 2012) that provides portfolio management for pooled investment vehicles and targets institutional clients. The firm is organized as an "other" entity with foreign entity / individual ownership. It operates as a sponsor, general partner and managing member of pooled vehicles rather than as a traditional retail advisor, and it is not categorized as a capital allocator or a multi-state adviser. Its fee arrangements combine a percentage-of-AUM component with performance-based fees consistent with fund-level economics. Silk Invest Limited 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

Owners & executives

2 of 2
  • Zin Bekkali

    Zin Bekkali

    CEO & Chief Investment OfficerCRD 6100125

  • Marco Novello

    Chief Compliance OfficerCRD 7696640

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
30 Churchill Pl
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth