Adviser Profile
| As of Date | 09/10/2020 |
| Registration status | Terminated |
| ADV Location | CENTRAL, Hong Kong |
| AUM* | 40,000,000 |
| of that, discretionary | 40,000,000 |
| Number of Employees | 10 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,333,333 |
| % High Net Worth | 83.33% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
- Outside the United States
- Outside the United States
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
40M
34M
29M
23M
17M
11M
6M
2020
Private Funds
No private funds