Halkin Asset Management Ltd. is a mid-sized advisory firm based in London. It manages $73 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016.
Halkin Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Halkin Asset Management Ltd. is $73 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Halkin Asset Management 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.
Halkin Asset Management Ltd. is owned by Joao Maria Salgado Poppe. Ian Anthony Moran Pellow has been acting as President since 1 Nov 2010. Ian Charles Hannam joined the executive team most recently as the Owner.
The principal office where Halkin Asset Management Ltd. performs its advisory services is located at Byron House, 7 9 St. James's Street, London, Sw1 A 1 Ee, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44 (0)20 7959 3500 or by fax 44 (0)20 7959 3501. The normal business hours are 9:00 - 18:00 on Monday - Friday. You can find more information about the New York firm at halkinam.com/.