Adviser Profile

As of Date 02/05/2026
Registration SEC, Approved, 03/30/2012
ADV Location SHEUNG WAN, Hong Kong
Contact Info 852 xxxxxxx
Websites
AUM* 41,757,589 34%
of that, discretionary 41,757,589 34%
Number of Employees 6
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 41,757,589 34%
% High Net Worth 5.26%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

171M 146M 122M 98M 73M 49M 24M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary