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ALKEN ASSET MANAGEMENT LTD
CRD 329119File 801-129474
APPROVED
Filing as of Jun 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.80B
Top 25% of cohort (national)
Discretionary AUM
$3.80B
Clients
10
21 accounts
Employees
21
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 22, 2024
- Principal office
- 25 SAVILE ROW, LONDON, W1S 2ER
- Phone
- +44-207-44-016-00
- Website
- https://www.alken-am.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.80B
- Discretionary AUM
- $3.80B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 21
- Non-discretionary accounts
- 0
- Total accounts
- 21
- AUM per client
- $379.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $177.9M |
| Insurance companies | Fewer than 5 | $61.7M |
| Charitable organizations | Fewer than 5 | $10.9M |
| Other investment advisers | Fewer than 5 | $192.9M |
| High net worth individuals | Fewer than 5 | $66.9M |
| Pooled investment vehicles | 10 | $3.11B |
| Pension and profit sharing plans | Fewer than 5 | $173.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 18 | 21 | increased by3 |
| Jul 1, 2026 | AUM | $2,249,221,599 | $3,796,579,755 | increased by$1,547,358,156 |
| Jul 1, 2026 | Accounts | 19 | 21 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 20 | 18 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,903,795,168 | $2,249,221,599 | increased by$345,426,431 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 16 | 19 | increased by3 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALKEN ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALKEN ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.