Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 08/19/2013
Contact Info +86 xxxxxxx
Websites
AUM* 2,850,000 6%
of that, discretionary 2,850,000 6%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,850,000 956%
% High Net Worth 100.00%
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

Compensation Arrangments

- Performance-based fees

Reported AUM

3M 2M 2M 2M 1M 814K 407K
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary