INCENTIVE AS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.46B |
| Discretionary | $2.46B100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $273.8M |
| Employees | 6 |
| Peak AUM | $2.65BMar 2022 |
| AUM CAGR | +28.1% /yrover 11 yrs · 20 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.5B | +4.9% | +3.4% | +8.0% | |
| Discretionary AUM | $2.5B | ||||
Key Metrics
| Total AUM | $2.46B |
| Discretionary | $2.46B |
| Employees | 6 |
| Client Accounts | 9 |
Contact & Location
Address
KRISTIAN AUGUSTS GATE 15C
OSLO 0164
Norway
Phone
0047 23 01 29 00
Filing History
20 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Pension Plans
Corporations
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported