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Allegro CLO XVI Ltd.

Securitized Asset FundFund ID 805-6132006358Jersey
Gross assets
$448.9M
Min. investment
$250K
Beneficial owners
25
Size rank
Top 18%
Audited
No
Structure
Standalone

About this fund

Allegro CLO XVI Ltd. is a securitized asset fund managed by Axa Investment Managers US Inc. The fund reports $448.9 million in gross assets, placing it among the top 18% of private funds by size. The stated minimum investment is $250,000. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-6132006358
Fund typeSecuritized Asset Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditNo
Prepared per GAAPNo
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
St. Bernard Opportunity Fund I, Ltd.Hedge$1.1B
Allegro CLO XIII, LtdSecuritized Asset$500.4M
Allegro CLO XVII LtdSecuritized Asset$500.3M
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Frequently asked questions

How large is Allegro CLO XVI Ltd.?

Allegro CLO XVI Ltd. reports $448.9 million in gross assets, among the top 18% of private funds by size.

What is the minimum investment for Allegro CLO XVI Ltd.?

The stated minimum investment is $250,000.

Who manages Allegro CLO XVI Ltd.?

Allegro CLO XVI Ltd. is managed by Axa Investment Managers US Inc.

Does Allegro CLO XVI Ltd. disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
Administrator
Auditor
None reported
Marketer

Reported gross assets

$448.9MNo change
Mar '25 — $449.9MApr '25 — $449.9MMay '25 — $449.9MJun '25 — $449.9MJul '25 — $449.9MAug '25 — $449.9MSep '25 — $449.9MOct '25 — $449.9MNov '25 — $449.9MDec '25 — $449.9MJan '26 — $449.9MFeb '26 — $449.9MMar '26 — $448.9MApr '26 — $448.9MMay '26 — $448.9MJun '26 — $448.9M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 18%
Larger than 82% of 67,041 private funds
Gross assets vs Securitized Asset FundsTop 40%
Larger than 60% of 3,533 securitized asset funds
Minimum investmentTop 56%
Higher than 44% of funds reporting a minimum

Investor base

Adviser & related persons1%
Funds of funds%
Non-U.S. persons65%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.