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Institutional Investor Profile

Alfa Invest

Ownership

Assets under management

AUM currently unavailable
¹

Externally managed Asset Classes3

Listed assets

Private assets & alternative investments

Membership / Signatory

--

City

Stockholm
Alfa Invest offers independent advisory and discretionary asset management services to companies, foundations, and high-net-worth individuals. The firm creates tailored goals based on each client's specific circumstances, including return target, asset allocation, and portfolio strategies. Being independent means that Alfa Invest neither receives compensation from third-party providers nor earns from its own products. The investment philosophy focuses on direct investments, especially in small caps.

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¹
No current assets under management figures were publicly available for this firm.

2 Converted to EUR as of the date of the AUM - Source: XE Historical exchange rates

3 Asset classes where the organisation has selected or is in the process of selecting external managers. The organisation may not be currently seeking additional mandates in those asset classes.

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