As Trigon Asset Management (Tallinn)

As Trigon Asset Management is an investment adviser to an investment company based in Tallinn. It manages $42 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016.

As Trigon Asset Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

As Trigon Asset Management: assets under management

The assets under management (AUM) of As Trigon Asset Management is $42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay As Trigon Asset Management for their services and products based on a percentage of assets under management. 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.

What kind of clients As Trigon Asset Management serves?

The only and largest group of clients of As Trigon Asset Management is investment companies with 1 clients and $42 million of assets under management. Among the 2 most similar advisory firms, As Trigon Asset Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $42 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

As Trigon Asset Management doesn't advise any private funds.

Careers at As Trigon Asset Management

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
As Trigon Capital	Shareholder	1 Jan 2007	50% - 75%	foreign entity
Aivar Kempi	Management board member	1 Aug 2013	Other	6735258
Karola Sisask	Chief compliance officer & legal counsel	1 Jul 2016	Other	6735260
Mehis Raud	Management board member & head of strategies	1 Oct 2016	Other	6735256
Oü Fero Invest	Shareholder	1 Jun 2017	25% - 50%	foreign entity
Veiko Visnapuu	Fund manager	1 Jun 2017	Other	6863221
Jelena Rozenfeld	Fund manager	1 Jun 2017	Other	6863226

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Thominvest Oy	Shareholder	1 Aug 2003	25% - 50%	foreign entity
Thomfinance Oy	Member	1 Oct 2007	25% - 50%	foreign entity
Joakim Helenius Trust Managers Limited	Shareholder	1 Jan 2012	75% - 100%	foreign entity
Mehis Raud	Shareholder	1 Jun 2017	75% - 100%	6735256

Based in Tallinn

The principal office where As Trigon Asset Management performs its advisory services is located at Pärnu Mnt 18, Tallinn, 10141, 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 011-372-667-9200. The normal business hours are 9am - 5pm on Monday - Friday.