Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 09/12/2016
ADV Location NEW TERRITORIES, Hong Kong
Contact Info +85 xxxxxxx
AUM* 18,916,505 193%
of that, discretionary 18,916,505 193%
Number of Employees 5
of those in investment advisory functions 1 -67%
Private Fund GAV* 0
Avg Account Size 9,458,253 47%
% 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

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

19M 16M 14M 11M 8M 5M 3M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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