Adviser Profile

As of Date 09/23/2026
Registration SEC, Approved, 07/26/2013
ADV Location TAIPEI, Taiwan, Republic of China
Contact Info 886 xxxxxxx
Websites
AUM* 3,513,362,014 9%
of that, discretionary 0
Number of Employees 40
of those in investment advisory functions 16 23%
Private Fund GAV* 0
Avg Account Size 1,756,681,007 9%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

5B 4B 3B 3B 2B 1B 668M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary