Fondsmaeglerselskabet Maj Invest A/S
- Regulatory AUM
- $11.1B
- Discretionary
- $9.0B
- Clients
- 84
- Avg AUM / client
- $132M
- Accounts
- 84
- Employees
- 67
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $81.3M | 0.73% |
| High net worth individuals | 17 | $31.3M | 0.28% |
| Banking or thrift institutions | 0 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 42 | $9.5B | 85.0% |
| Pension and profit sharing plans | 5 | $750M | 6.74% |
| Charitable organizations | 6 | $18.6M | 0.17% |
| State or municipal government entities | 1 | $80.1M | 0.72% |
| Other investment advisers | 1 | $125M | 1.12% |
| Insurance companies | 1 | $50.3M | 0.45% |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 8 | $530M | 4.77% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $197M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Maj Invest Global Value Equities Fund, Lp | Other Private Fund | Delaware | $197M | 24 |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christiansen, Jeppe | Chief Executive Officer | May 2005 (21y) | ≈ 4.69% – 25% via Jekc Holding Aps | |
| Tang Jensen, Jorgen | Member Of The Board Of Directors | Mar 2018 (8y) | Less than 5% | |
| Christiansen, Emilie, Fonager | Shareholder | Oct 2019 (7y) | ≈ 4.69% – 25% via Jekc Holding Aps | |
| Christiansen, Kasper, Fonager | Shareholder | Oct 2019 (7y) | ≈ 4.69% – 25% via Jekc Holding Aps | |
| Jacobsen, Soren, Krag | Member Of The Board Of Directors | Mar 2021 (5y) | Less than 5% | |
| Slot, Kirsten | Member Of The Board Of Directors | Mar 2021 (5y) | Less than 5% | |
| Aalose, Jens | Managing Partner, Executive Officer | Mar 2022 (4y) | Less than 5% | |
| Settnes, Marianne, Nmn | Managing Director And General Counsel | Jan 2024 (3y) | Less than 5% | |
| Bech, Gitte, Lillelund | Member Of The Board Of Directors | Mar 2024 (2y) | Less than 5% | |
| Parkhoei, Henrik | Chairman Of The Board Of Directors | Mar 2024 (2y) | Less than 5% | |
| Helsengreen, Dennis | Finance Manager | Aug 2024 (2y) | Less than 5% | |
| Dalsjö, Karsten, Dybvad | Member Of The Board Of Directors | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Maj Invest Holding A/S | Shareholder | Dec 2004 | A | 75% or more |
| Jekc Holding Aps | Shareholder | Oct 2019 | B | ≈ 18.75% – 50% via Maj Invest Holding A/S |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Christiansen, Jeppe: 25% – 50% of Jekc Holding Aps × 25% – 50% of Maj Invest Holding A/S × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Christiansen, Emilie, Fonager: 25% – 50% of Jekc Holding Aps × 25% – 50% of Maj Invest Holding A/S × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Christiansen, Kasper, Fonager: 25% – 50% of Jekc Holding Aps × 25% – 50% of Maj Invest Holding A/S × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Jekc Holding Aps: 25% – 50% of Maj Invest Holding A/S × 75% – 100% direct ≈ 18.75% – 50% 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.
Private funds (1, $197M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Maj Invest Global Value Equities Fund, Lp | Other Private Fund | $197M | $1.0M | 24 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.99 MB | 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
- • Fixed fees
- • Commissions
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- State Street $1.0B (7% of AUM) Mar 2021
- Cibc Mellon Trust Company $791M (5% of AUM) Mar 2021
- Citibank $599M (6% of AUM) Mar 2025
- BNY Mellon $527M (4% of AUM) Oct 2024
- J.P. Morgan $469M (4% of AUM) Mar 2023
- Danskebank A/S $373M (3% of AUM) Mar 2026
- Canadian Imperial Bank Of Commerce $347M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
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) ↗