17:42 6 January 2025
Caspar AM: value of managed assets decreased m/m to PLN 1.95 bln in Dec
As of December 31, 2024, Caspar Asset Management's total assets under management (AUM) amounted to PLN 1.95 billion, down from PLN 1.99 billion in November. The breakdown includes PLN 521.9 million in individual client portfolios and PLN 1.43 billion in managed investment funds, comprising PLN 160.8 million in four subfunds and PLN 1.27 billion in eight closed-end funds. Additionally, the company administered PLN 134 million in external closed-end funds.
Caspar Asset Management, specializing in high-net-worth clients (HNWI and UHNWI), also provides institutional portfolio management services. The company debuted on the Warsaw Stock Exchange in September 2022 after being listed on NewConnect since 2011.
