Esatablished in 2008 - Institutional DNA - Proven Track Record

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Long term capital commitment

Seeding from parent group.

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Institutional infrastructure

Our state of the art technology supports our fundamental analysis and provides effective reporting tools for clients, style analysis and performance attribution.

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Fully regulated

Pelargos is regulated under the AIFM directive and reports to various industry oversight bodies. Pelargos is an AIMA member and we have best in class partners; prime brokers Goldman Sachs and UBS, administrator BNY Mellon, accountant PwC.

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Risk concious

To compound wealth means understanding risk. But risk is not the same as volatility. Our fundamental research aims at understanding value and risk.

Our people

Our strategic partners

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Aegon is majority shareholder and cornerstone investor.

Aegon’s 26,000 employees generate annual revenue of 30bn Euro across 25 countries. Its stock is listed on Euronext and the NYSE and has a market capitalization of 14bn Euro. Aegon is SOX compliant and reports under IFRS.

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Pelargos has a local presence in Japan through our research and marketing partner Gordian Capital Japan.

Gordian Capital houses our Japan-based research analyst who provides corporate access and detailed fact finding for our in-depth research.

Company profile

  • A Schematic Overview

  • Key Service Providers

  • Pelargos works together with these best in class service providers:

    • Audit – PwC
    • Fund Administration – BNY Mellon
    • Prime Brokers – Goldman Sachs, UBS
    • Registrar – BNY Mellon
    • Transfer Agency – BNY Mellon