As Trigon Asset Management
- Regulatory AUM
- $75.9M
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $75.9M
- Accounts
- 1
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $75.9M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sisask, Karola | Chief Compliance Officer & Legal Counsel | Jul 2016 (10y) | Less than 5% | |
| Raud, Mehis | Management Board Member & Head Of Strategies | Oct 2016 (10y) | ≈ 18.75% – 50% via Oü Fero Invest | |
| Rozenfeld, Jelena | Fund Manager/Management Board Member | Jan 2021 (6y) | 5% – 10% | |
| Helenius, Joakim, Johan | Shareholder | Jun 2021 (5y) | ≈ 37.5% – 75% via As Trigon Capital |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| As Trigon Capital | Shareholder | Jan 2007 | A | 50% – 75% |
| Oü Fero Invest | Shareholder | Jun 2017 | A | 25% – 50% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Raud, Mehis: 75% – 100% of Oü Fero Invest × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Helenius, Joakim, Johan: 75% – 100% of As Trigon Capital × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 922 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗