| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 09/29/2025 |
| ADV Location | KUALA LUMPUR, WILAYAH PERSEKETUAN, Malaysia |
| Contact Info | 603 xxxxxxx |
| Websites |
| AUM* | 8,700,000 12% |
| of that, discretionary | 3,900,000 18% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 580,000 -18% |
| % High Net Worth | 93.33% 3% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Security ratings or pricing services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds