Zadig Asset Management S.A.

RIASEC RegisteredEst. 2013

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$224M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Strassen,
CRD number: 167166
Registered since: August 21, 2013
Website: www.zadig.lu
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles58.53%
Pension & Profit Sharing Plans27.64%
HNWI10.6%
Investment Companies3.22%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Zadig Asset Management S.A. is a foreign entity that operates in the financial advisory space, focusing on portfolio management for a diverse clientele that includes both individuals and institutions. Established in 2013, the firm is classified as unclassified and does not serve as a capital allocator. Zadig Asset Management S.A. employs a fee structure based on a percentage of assets under management and performance-based fees, reflecting its commitment to aligning its interests with those of its clients. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.