Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 05/18/1990
ADV Location HONG KONG, China
Contact Info 852 xxxxxxx
Websites
AUM* 566,726,764 11%
of that, discretionary 450,875,595 12%
Number of Employees 27 -13%
of those in investment advisory functions 10 -23%
Private Fund GAV* 0
Avg Account Size 35,420,423 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

664M 569M 474M 379M 285M 190M 95M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary