CRUX Asset Management
CRUX Asset Management is a London-based, privately held active equity investment manager founded in 2014, managing approximately £1.7 billion in assets under management for clients seeking active equity strategies.
- Company typePrivate
- Founded2014
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
What CRUX Asset Management does
CRUX Asset Management is a London-based active equity investment manager founded in 2014. The firm manages approximately £1.7 billion in assets under management and serves clients seeking active equity strategies. Leadership comprises Alistair Reid as Chief Executive Officer, founder Richard Pease as Executive Director and Founder, and Karen Zachary as Chief Operating Officer. The firm remains privately held, with no public listing or IPO activity disclosed.
In April 2022, US-based investment firm Stephens Inc. acquired an approximately 20% minority stake in CRUX, subject to Financial Conduct Authority approval. As part of the transaction, John Stephens was appointed as a Non-Executive Director of CRUX. The stated strategic intent of the partnership is to strengthen CRUX's investment strategies and to support expansion efforts, with particular emphasis on Asia and Europe. Beyond this transaction, no additional funding rounds, acquisitions, product launches, or leadership changes are disclosed in the available sources.
CRUX's revenue mechanics are typical of active equity asset managers, primarily deriving income from management fees calculated on AUM, though no specific pricing, fee schedule, or contractual terms are publicly disclosed. The firm operates in Europe with stated ambitions to extend into Asia; technology stack, proprietary investment platforms, distribution channels, and customer segment composition are not disclosed in the available sources.
CRUX Asset Management firmographics
Firmographics- Name
- CRUX Asset Management
- Legal name
- CRUX Asset Management
- Website
- https://cruxam.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CRUX Asset Management is a London-based, privately held active equity investment manager founded in 2014, managing approximately £1.7 billion in assets under management for clients seeking active equity strategies.
- Ownership category
- akta.pro rank
CRUX Asset Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Large-Cap Equity (Active) (FSAAAIAA)
Keywords
Where CRUX Asset Management is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
CRUX Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
CRUX Asset Management product offering
Product offeringCore offering
CRUX Asset Management is a London-based active equity investment manager that manages approximately £1.7 billion in assets under management. The firm provides active equity investment strategies to clients, focusing on stock selection and fundamental analysis within equity markets.
Differentiator
Problem solved
Functional benefit
Products and services
- Active Equity Investment Management
Companies that use CRUX Asset Management
Customer profileIdeal customer profiles1 record
CRUX Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CRUX Asset Management partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights4 records
CRUX Asset Management competitors and assessment
Company assessmentDirect peers
- Ruffer LLP: London-based boutique active investment manager offering multi-asset and equity strategies to institutional and private clients. Highly comparable to CRUX as a UK active manager with similar boutique positioning and target client base.
- Caledonia Investments: UK-listed investment trust with a long-standing active equity and investment approach. Comparable to CRUX in its UK active investment philosophy and institutional/wholesale client focus.
- RIT Capital Partners: London-based investment trust pursuing active global investment strategies. Comparable to CRUX as a UK-domiciled active manager with discretionary portfolio management and institutional/wholesale client base.
- Hansa Investment Company: UK-listed investment company focused on active equity strategies. Comparable to CRUX as a boutique active equity specialist with similar size profile and UK investor base.
- Artemis Investment Management: London-based active fund manager with strong UK equity and multi-asset capabilities. Comparable to CRUX as a UK boutique active manager serving institutional and intermediary clients.
- Personal Assets Trust: UK investment trust focused on capital preservation through active global investment. Comparable to CRUX as a UK-based active manager pursuing differentiated, high-conviction strategies.
Broad incumbents
- Baillie Gifford: Edinburgh-based global active investment manager with substantial UK and global equity franchises. Comparable to CRUX as an active equity manager but at much larger scale and broader product set.
- Jupiter Fund Management: UK-listed asset manager with strong active equity capabilities across UK and global strategies. Comparable to CRUX as an active equity specialist, though Jupiter operates at significantly larger scale with broader distribution.
- Schroders: Global asset manager headquartered in London with substantial active equity offerings. Comparable to CRUX in active equity strategy focus, though operating at vastly greater scale across multiple asset classes and geographies.
Emerging players
- Marlborough Fund Managers: UK-based boutique investment manager offering active equity and multi-manager strategies. Comparable to CRUX as a smaller UK active manager targeting similar intermediary and institutional channels.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
CRUX Asset Management social profiles
Digital presenceCRUX Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
CRUX Asset Management leadership team
Management profileNumber of profiles
Profiles3 records
CRUX Asset Management funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CRUX Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CRUX Asset Management
What does CRUX Asset Management do?
CRUX Asset Management is a London-based active equity investment manager that manages approximately £1.7 billion in assets under management. The firm provides active equity investment strategies to clients, focusing on stock selection and fundamental analysis within equity markets.
Is CRUX Asset Management a public or private company?
CRUX Asset Management is a private company. It is classified as private equity controlled and is currently operating.
When was CRUX Asset Management founded?
CRUX Asset Management was founded in 2014. It employs 11 to 50 people.
Where is CRUX Asset Management based?
CRUX Asset Management is headquartered in London, United Kingdom, in the Europe region.
Who are CRUX Asset Management's main competitors?
Direct peers on record are Ruffer LLP, Caledonia Investments, RIT Capital Partners, Hansa Investment Company, Artemis Investment Management and Personal Assets Trust. Broad incumbents are Baillie Gifford, Jupiter Fund Management and Schroders. Marlborough Fund Managers is listed as an emerging player.
Does CRUX Asset Management have an API?
No public API is recorded for CRUX Asset Management.
What industry is CRUX Asset Management in?
CRUX Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAAAIAA, Large-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.