Algebris Investments
- Company typePrivate
- Founded2006
- HeadquartersLondon, United Kingdom
- Headcount101–250
- GTM typeB2B
- OfferingServices
Algebris Investments firmographics
Firmographics- Name
- Algebris Investments
- Legal name
- Algebris (UK) Limited
- Website
- https://algebris.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Algebris Investments industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro industry
- Credit Relative Value & Capital Structure ArbFinancial & Insurance/Hedge Funds & Alternative Investments/Hedge Funds — Credit (Long/Short Credit, Structured Credit)Direct Lending — Asset-Based Lending (ABL)Financial & Insurance/Hedge Funds & Alternative Investments/Alternative Investments — Private Credit & Direct Lending
Keywords
Where Algebris Investments is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices8 records
Markets served
Algebris Investments business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Management Fees: Algebris generates revenue through management fees and performance fees (carry) on its managed funds, including UCITS funds and private markets vehicles. The firm manages credit and equity strategies across global financials, with private equity focused on green transition investments.
- Private Markets Fund Management: Revenue from managing private equity funds including the Algebris Green Transition Fund (€380m final close), Algebris Climatech Fund I (approximately €70m raised), and closed-ended AIFs structured as special limited partnerships in Luxembourg.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Algebris Investments product offering
Product offeringCore offering
Algebris Investments is an independent global asset management firm that manages investment strategies across UCITS funds and private markets, specializing in global financials across credit and equity. The firm offers Credit, Equity, Blended, and Private Markets strategies including the Algebris Green Transition Fund (€380m) and Algebris Climatech Fund I (€70m), distributing to institutional and private investors.
Product overview
Algebris Investments is an independent global asset management firm founded in 2006, offering a comprehensive suite of investment strategies across UCITS funds and private markets. The product portfolio comprises: (1) UCITS Funds spanning Credit, Equity, Blended, and Private Markets asset classes; (2) Algebris Green Transition Fund (€380m private equity fund focused on green transition sectors including water infrastructure via Aquanexa); (3) Algebris Climatech Fund I (€70m Article 9 venture capital fund for decarbonisation technologies); (4) PrivilEdge – Algebris Financial Bonds Fund (distributed via Lombard Odier partnership); and (5) Research/Insights products including Market Views publications and The Algebris Podcast. The firm specializes in financials as its core competency since inception, with expanded capabilities in global credit and global equity.
Differentiator
Problem solved
Functional benefit
Products and services
- Algebris UCITS Funds
Quantifiable outcome
- European banks CET1 ratios at cyclical highs with European average at 14.2%
- +1 more outcomes
Companies that use Algebris Investments
Customer profileSegments4 records
Ideal customer profiles3 records
Algebris Investments technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Algebris Investments partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Bank Lombard Odier & Co LtdcorePartnership for distribution of the Algebris Financial Bonds fund through Lombard Odier's PrivilEdge open architecture platform. One of Switzerland's oldest private banks. Fund focuses on debt securities across bank capital structures in Europe, combining high issuer quality with selective AT1 bond exposure.
- ACEAcoreACEA, via its subsidiary a.Quantum, submitted binding offer to acquire Aquanexa from Algebris Green Transition Fund. This represents the first exit of the Algebris Green Transition Fund, delivering liquidity to investors two years after initial investment.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Algebris Investments competitors and assessment
Company assessmentDirect peers
- BlueBay Asset Management: London-headquartered specialist fixed-income and credit manager owned by Royal Bank of Canada, with a strong focus on European financials credit and subordinated debt. Directly comparable to Algebris on geographic footprint, institutional client base, and credit strategy focus.
- Muzinich & Co: New York and London-based specialist credit manager focused on corporate credit, leveraged finance, and emerging markets. Comparable to Algebris as a privately-held, specialist fixed-income manager serving institutional investors globally.
- CQS: London-based multi-strategy credit asset manager with a long history in credit and special situations, including positions in financials. Directly comparable to Algebris on credit-focused, multi-strategy approach and institutional client base; co-plaintiff with Algebris in the Selecta antitrust case.
- TwentyFour Asset Management: London-based fixed-income specialist focused on asset-backed, corporate, and financial credit. Comparable to Algebris on European credit focus and institutional client base, with similar UK regulatory oversight.
- Polar Capital: London-based specialist active asset manager with concentrated sector strategies including financials. Comparable to Algebris on UK domicile, sector-specialist approach, and institutional distribution.
- GAM Investments: Swiss-headquartered active asset manager offering fixed income, equities, and alternative strategies to institutional and intermediary clients. Comparable to Algebris on multi-strategy approach, European presence, and institutional distribution.
- Man Group: London-listed global investment management firm with significant credit and alternatives capabilities. Comparable to Algebris on alternatives focus, global institutional client base, and credit strategy orientation.
- Hermes Investment Management: London-based asset manager (now part of Federated Hermes) offering credit, equity, and private markets strategies. Comparable to Algebris on institutional client focus, multi-strategy approach, and responsible investment emphasis.
- Partners Group: Swiss-headquartered global private markets investment manager with thematic approaches including climate-related strategies. Comparable to Algebris on the private-markets and green-transition fund dimensions, though Partners Group is a pure-play alternatives manager at much larger scale.
Broad incumbents
- Ares Management: US-headquartered global alternative investment manager offering credit, private equity, real estate, and secondary solutions. Comparable to Algebris on the credit and private markets dimensions, though substantially larger and more diversified.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Algebris Investments social profiles
Digital presenceAlgebris Investments compliance and trust
Trust signalCompliance3 records
Algebris Investments financial estimates
Financial estimateRevenue estimate
Valuation estimate
Algebris Investments leadership team
Management profileNumber of profiles
Profiles16 records
Algebris Investments subsidiaries and ownership
Company hierarchySubsidiaries5 records
Algebris Investments funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Algebris Investments M&A and investment
M&A and investmentM&A4 records
Investments9 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Algebris Investments
What does Algebris Investments do?
Algebris Investments is an independent global asset management firm that manages investment strategies across UCITS funds and private markets, specializing in global financials across credit and equity. The firm offers Credit, Equity, Blended, and Private Markets strategies including the Algebris Green Transition Fund (€380m) and Algebris Climatech Fund I (€70m), distributing to institutional and private investors.
Is Algebris Investments a public or private company?
Algebris Investments is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Algebris Investments founded?
Algebris Investments was founded in 2006. It employs 101 to 250 people.
Where is Algebris Investments based?
Algebris Investments is headquartered in London, United Kingdom, in the Europe region.
How does Algebris Investments make money?
Two revenue lines are on record. Investment Management Fees are the primary driver. The others are private Markets Fund Management.
Who are Algebris Investments's main competitors?
Direct peers on record are BlueBay Asset Management, Muzinich & Co, CQS, TwentyFour Asset Management, Polar Capital, GAM Investments, Man Group, Hermes Investment Management and Partners Group. Ares Management is listed as a broad incumbent.
Does Algebris Investments have an API?
No public API is recorded for Algebris Investments.
What industry is Algebris Investments in?
Algebris Investments's product category is Asset Management. Its primary akta.pro industry code is FSAHAGAE, Credit Relative Value & Capital Structure Arb, with a secondary code of FSAHAJAE, Direct Lending — Asset-Based Lending (ABL). Its NAICS code is 52394 and its SIC code is 6282.