Adviser Profile

As of Date 09/23/2026
Registration SEC, Approved, 01/27/2016
ADV Location HONG KONG S.A.R., China
Contact Info +85 xxxxxxx
AUM* 197,419,230 10%
of that, discretionary 197,419,230 10%
Number of Employees 8
of those in investment advisory functions 8
Private Fund GAV* 0
Avg Account Size 4,028,964 1%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

250M 214M 179M 143M 107M 71M 36M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees