Halkin Asset Management Ltd. (London)

Name: Halkin Asset Management Ltd.
Address: Byron House, 7 9 St. James's Street, London, Sw1 A 1 Ee
Telephone: 44 (0)20 7959 3500

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.

Halkin Asset Management: assets under management

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 firm manages $73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.33 million each.

Fees & Commissions

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.

Careers at Halkin Asset Management Ltd.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ian Anthony Moran Pellow	Director	1 Nov 2010	25% - 50%	6627523
Joao Maria Salgado Poppe	Owner	1 Nov 2010	Other	6627525
James Michael Mckie Edwards	Owner	1 Nov 2010	Other	6627526
Ian Charles Hannam	Owner	1 Jul 2015	50% - 75%	1299473
Jason Andrew Gardiner	Chief compliance officer	1 Jul 2015	Other	6637719
Boyd Cuthbertson	Director	1 Oct 2015	Other	6775398
Samantha Louise Garner	General counsel	1 Oct 2015	Other	6796562
Rhys Pitt	Chief operating officer	1 Feb 2016	Other	6796554
Syfur Rahman	Chief compliance officer	1 Nov 2016	Other	6775411
Ian Charles Hannam	Owner	1 Apr 2017	25% - 50%	1299473
Ariburnu Dalinc	Owner	1 Apr 2017	25% - 50%	6796564
Nizar Al Bassam	Owner	1 Apr 2017	25% - 50%	6795892

Based in London

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/.