Iris Asset Management Overview
- Type
-
Investment Advisor
- Founded
-
2013
- Professionals
-
1
- Commitments
-
1
Iris Asset Management General Information
Description
Iris Asset Management (Iris) is an investment advisory firm based in Calgary, Canada. Established in 2013, the firm provides investment counsel services for Separately Managed Accounts (SMAs) platforms, pooled funds, and segregated institutional portfolios. It manages Canadian and U.S. yield-oriented portfolios. The goal of Iris is to create wealth over time, helping clients achieve their financial objectives. The assets of the firm are managed by the executive management team.
Contact Information
Website
www.irisassetmanagement.com
Formerly Known As
1719147 Alberta
Year Founded
2013
Commitment Size
00000
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Investment Advisor
Primary Contact
00000000 0000
Title
Founder and Portfolio Manager
Phone
+0 (000) 000-0000
Primary Office
- 255 - 5 Avenue Southwest
- Suite 440
- Calgary, Alberta T2P 3G6
- Canada
+1 (403) 000-0000
Iris Asset Management Commitments (1)
| Fund Name | Fund Manager | Fund Location | Vintage | Fund Size | Commitment Date | Commitment |
|---|---|---|---|---|---|---|
| 000 0000000000000 00000 | UBS Group | London, United Kingdom | 2008 | 00.00 | 0000-00-00 | 0000 |
Iris Asset Management Commitment Analytics
Commitments by Fund Type
Commitments by Region
Iris Asset Management Investment Allocations
-
Target PE:Current PE:42.00 % Actual
-
Target Real Estate:Real Estate:42.00 % Actual
-
Target Equities:Current Equities:
-
Target Fixed Income:Fixed Income:
-
Target Cash:Current Cash:
Iris Asset Management Team (1)
| Name | Title | Office |
|---|---|---|
| Juliette John | Founder and Portfolio Manager | Calgary, Canada |