Viking Harbour Investment Solutions Limited

Viking Harbour Investment Solutions Limited provides asset management primarily as a sub‑adviser and as a model provider to third‑party registered investment advisers and broker‑dealers, offering strategies that include large‑ and small‑cap equity, international equity, fixed income and exchange‑traded funds. The firm generally serves institutional and pooled‑account clients through third‑party platforms and reported $0 in assets under management as of 31 December 2025.

The firm’s investment process relies on quantitative and model‑driven analysis — including portfolio optimization, computer‑based risk/return analysis, technical analysis and statistical models — together with external research and third‑party software to construct and update model portfolios. Viking Harbour may employ leverage in client accounts, calculates fees on the gross value of portfolios, and charges negotiated percentage‑of‑AUM fees billed quarterly; it does not charge performance‑based fees.

Distinctive features include its organization outside the United States and operation through a network of affiliates across multiple jurisdictions, and its operational focus on delivering and rotating model portfolios to third‑party platforms rather than managing retail accounts directly. The firm is a recently formed, small provider (established in 2023 with two advisory personnel) that primarily engages clients via sub‑adviser and model‑provider arrangements.