Alken Asset Management Ltd
- Regulatory AUM
- $3.8B
- Discretionary
- $3.8B
- Clients
- 10
- Avg AUM / client
- $380M
- Accounts
- 21
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $66.9M | 1.76% |
| Pooled investment vehicles (non-investment companies) | 10 | $3.1B | 82.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $173M | 4.56% |
| Charitable organizations | Fewer than 5 clients | $10.9M | 0.29% |
| Other investment advisers | Fewer than 5 clients | $193M | 5.08% |
| Insurance companies | Fewer than 5 clients | $61.7M | 1.62% |
| Corporations and other businesses | Fewer than 5 clients | $178M | 4.68% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tsatsaris, Alexis, Georges | Chief Compliance Officer, Chief Financial Officer | Jun 2014 (12y) | Less than 5% | |
| Walewski, Nicolas, Rene | Chief Executive Officer | Jun 2014 (12y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Walewski Limited | Member | Jun 2014 | A | 75% or more |
| Molinos Capital Limited | Shareholder | Jun 2014 | B | ≈ 56.25% – 100% via Walewski Limited |
| The Kleber Trust | Shareholder | Jun 2014 | B | ≈ 42.19% – 100% via Molinos Capital Limited |
| New Zealand Trust Corporation Limited | Trustee | Jun 2014 | B | ≈ 21.09% – 75% via The Kleber Trust |
| Concorde Bank Limited | Trustee | Jun 2014 | B | ≈ 21.09% – 75% via The Kleber Trust |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Molinos Capital Limited: 75% – 100% of Walewski Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- The Kleber Trust: 75% – 100% of Molinos Capital Limited × 75% – 100% of Walewski Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- New Zealand Trust Corporation Limited: 50% – 75% of The Kleber Trust × 75% – 100% of Molinos Capital Limited × 75% – 100% of Walewski Limited × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Concorde Bank Limited: 50% – 75% of The Kleber Trust × 75% – 100% of Molinos Capital Limited × 75% – 100% of Walewski Limited × 75% – 100% direct ≈ 21.09% – 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) | 06/24/2026 | 987 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pictet & Cie (Europe) S.A. $3.2B (83% of AUM) Jun 2026
- Brown Brothers Harriman & Co. $371M (10% of AUM) Jun 2026
- J.P. Morgan $193M (10% of AUM) Jun 2024
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: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗