| As of Date | 03/31/2026 |
| ADV Location | CENTRAL, HONG KONG, Hong Kong |
|
Adviser Type
- Large advisory firm - Outside the United States |
|
| Number of Employees | 105 -15% |
| of those in investment advisory functions | 21 -38% |
| Registration | SEC, Approved, 01/02/2013 |
| AUM* | 14,150,803,322 20% |
| of that, discretionary | 11,993,153,836 25% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 288,791,905 84% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 852 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- 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
- Fixed fees (other than subscription fees)
- Performance-based fees