Aalto Invest Uk Ltd is a large advisory firm based in London. It manages $1.41 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2015.
Aalto Invest Uk provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as direct lending and super-senior lending.
The assets under management (AUM) of Aalto Invest Uk Ltd is $1.41 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 245% since the beginning of its operation, and $717.56 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Aalto Invest Uk Ltd for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Michael Alexander Kasper is pooled investment vehicles with 9 clients and $1.41 billion of assets under management. Among the 13 most similar advisory firms, Aalto Invest Uk has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.41 billion for 9 clients. 78% of the firm’s clients are foreign persons or businesses.
Aalto Invest Uk also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000.
The company employs 18 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Alexander Kasper has been acting as President since 1 Jan 2017. Petteri Barman has served as the Chief Investment Officer since 1 Feb 2015. Robert Richard Hanna joined the executive team most recently as the Chief Operating Officer.
The principal office where Aalto Invest Uk Ltd performs its advisory services is located at Riverbank House, London, Ec4 R 3 Ad, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +44 20 7144 1000. The normal business hours are 9:00 am - 5:00 pm gmt/bst on Monday - Friday. You can find more information about the New York firm at aaltoinvest.com.