UAB INVL Asset Management

This article provides an encyclopedic profile of UAB "INVL Asset Management", a Lithuanian asset management company within the Invalda INVL group. Where specific legal and contact data were not reliably available in the sources at hand, that absence is noted and readers are directed to official registries.

Company Overview

Legal name: UAB "INVL Asset Management"
Type: Uždaroji akcinė bendrovė (UAB; private limited company)
Industry sector: Asset management and investment services (pension funds, mutual funds, alternative investment funds, discretionary portfolio management)
Founding and brand origin: The company traces its operational roots to the early 2000s Lithuanian asset management market. Following Invalda INVL’s acquisition and integration of the “Finasta” asset management franchise, the business was rebranded under the “INVL” name (widely reported in 2014–2015).
Headquarters: Vilnius, Lithuania (precise registered office address is noted below if publicly available)

Legal Information

Įmonės kodas (company registration code): Not confirmed in the sources used for this profile; please verify via the Lithuanian Centre of Registers (Juridinių asmenų registras) or a trusted business directory (e.g., Rekvizitai.lt).
PVM mokėtojo kodas (VAT code): Not confirmed in the sources used for this profile; please verify via VMI or the Juridinių asmenų registras.
Official website: invl.com (Lithuania section: invl.com/lt)
General email: Common client service emails published by the group include info@invl.com; confirm the specific mailbox for UAB "INVL Asset Management" via the official website’s contact page.
Registered office address: The company’s headquarters are in Vilnius. A precise street address for the UAB legal entity was not confirmed in the sources at hand; consult the Juridinių asmenų registras (Centre of Registers) for the current official address.
Main phone number: A dedicated phone line for UAB "INVL Asset Management" was not confirmed in the sources at hand. The INVL group publishes client service phone numbers on its website; please refer to invl.com/lt/kontaktai for the most current numbers.

Business Operations

Core services:
- Management of second-pillar (II pakopos) pension funds in Lithuania.
- Management of third-pillar (III pakopos) voluntary pension funds.
- Management of mutual funds (UCITS) spanning fixed income, equities, and balanced strategies.
- Discretionary portfolio management for individual and institutional clients.
- Participation in the INVL group’s alternative investment platforms (e.g., private equity and other alternative strategies; specialized vehicles may be managed by dedicated group entities).

Business model: Fee-based asset management (management fees tied to assets under management, and performance fees where applicable in certain alternative strategies), augmented by distribution and advisory for investment products under Lithuanian and EU regulations.

Market position: UAB "INVL Asset Management" is among the leading independent asset managers in Lithuania, notably strong in pension fund administration and multi-asset investment products, competing with bank-owned managers and other independents.

History

Origins and rebranding: The INVL asset management franchise built on the foundation of the former “Finasta” brand in Lithuania. Following Invalda INVL’s acquisition of Finasta-related asset management operations (widely reported around 2014), the Lithuanian asset management business was rebranded to “INVL” circa 2015.
Product expansion: Over the subsequent years, UAB "INVL Asset Management" broadened its fund lineup (pension and mutual funds) and enhanced discretionary portfolio services. The wider INVL group launched and scaled alternative investment strategies (e.g., private equity), strengthening its regional footprint and investor offering.
Regulatory environment: The company operates under Lithuanian and EU investment regulation frameworks, adopting standardized participant protection and disclosure practices in pensions and UCITS funds.

Financial Information

Revenue: Specific annual revenue figures for UAB "INVL Asset Management" were not found in the sources used for this profile. As a private UAB, detailed standalone financials may be available in filings with the Lithuanian Centre of Registers or in group disclosures.
AUM: The INVL group publicly reports significant assets under management (AUM) across pensions, mutual funds, and alternative investments. A precise AUM breakdown for the UAB legal entity is not always separately published; consult the official website and regulatory filings for current figures.
Funding rounds: Not applicable in a startup sense; the company operates as part of the Invalda INVL group and finances its operations through ongoing business earnings and group resources.
Ownership structure: UAB "INVL Asset Management" is a subsidiary within the Invalda INVL group (parent listed company: AB Invalda INVL). Exact shareholding details of the UAB entity should be verified in the Juridinių asmenų registras or the parent’s public disclosures.

Leadership and Management

Executive team: The INVL group publicly features senior leaders such as the group’s CEO (AB Invalda INVL) Darius Šulnis and investment leads including a Chief Investment Officer (CIO) role at the asset management franchise. However, the definitive list of UAB "INVL Asset Management" executives (vadovai) with formal titles and legal responsibility was not confirmed in the sources used for this profile.
Board members: Board composition (if applicable to the UAB) was not confirmed in the sources used. Lithuanian UABs may be governed by a general manager and, optionally, a board/supervisory structure. For authoritative details, consult the Centre of Registers.

Office Locations

Primary location: Vilnius (headquarters). The INVL franchise serves clients nationally and operates client service points in major Lithuanian cities (e.g., Kaunas, Klaipėda, Šiauliai, Panevėžys).
Addresses and phone numbers: Specific street addresses and direct phone numbers for each office location of UAB "INVL Asset Management" were not confirmed in the sources used. The official website’s contact page (invl.com/lt/kontaktai) lists current offices and contact lines.

Market Position

Competitors: Major competitors in Lithuania’s asset management and pension fund markets include bank-owned managers and independent firms such as Swedbank investicijų valdymas, SEB investicijų valdymas, Luminor investicijų valdymas, and SB Asset Management (Šiaulių banko grupė).
Market share: Detailed percentage market share figures fluctuate and are published by regulators and industry reports; consult Bank of Lithuania market statistics for current data.
Competitive advantages: Strong multi-asset investment capabilities; recognized pension fund franchise; expanding alternative investment expertise through the broader INVL ecosystem; client-focused distribution and advisory in Lithuania.

Recent Developments

Product and platform updates: INVL group communications frequently highlight refinements to pension fund strategies, mutual fund offerings, and alternative investment initiatives. UAB "INVL Asset Management" remains active in adapting portfolios to market conditions and regulatory changes.
Corporate activity: The broader INVL group has reported strategic developments in alternative investments and regional initiatives in recent years. For the latest company-specific announcements, refer to news sections on invl.com and disclosures by AB Invalda INVL.

Contact Information

Website: invl.com (Lithuania: invl.com/lt)
Email: info@invl.com (group-level client service; verify the exact mailbox for UAB "INVL Asset Management")
Phone: Current phone lines for Lithuania are published on invl.com/lt/kontaktai.
Registered address: Official registered office details for UAB "INVL Asset Management" can be obtained from the Juridinių asmenų registras; the headquarters are in Vilnius.

Sources and References

- INVL official website and Lithuania contact page: invl.com and invl.com/lt/kontaktai
- AB Invalda INVL (parent company) public information: invl.com and Nasdaq Baltic issuer disclosures
- Lithuanian Centre of Registers (Juridinių asmenų registras) – official legal data for UAB entities
- VMI (Valstybinė mokesčių inspekcija) – VAT payer registry (for PVM code verification)
- Rekvizitai.lt – commonly used Lithuanian business directory (verify legal codes, addresses, and contacts)

Note: For authoritative legal details (įmonės kodas, PVM kodas, registered office address, executive appointments), consult the Lithuanian Centre of Registers. The official INVL website provides up-to-date contact information and product disclosures for UAB "INVL Asset Management".