| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 05/02/2014 |
| ADV Location | HONG KONG, China |
| Contact Info | 852 xxxxxxx |
| Websites |
| AUM* | 2,389,881,809 315% |
| of that, discretionary | 1,444,091,388 151% |
| Number of Employees | 35 30% |
| of those in investment advisory functions | 10 150% |
| Private Fund GAV* | 0 |
| Avg Account Size | 55,578,647 103% |
| % High Net Worth | 49.35% 986% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds