| Total AUM | $140.25B |
| Discretionary | $140.25B100% of AUM |
| Client Accounts | 388 |
| Avg Account Size | $361.5M |
| Employees | 508 |
| Peak AUM | $140.25BMar 2026 |
| AUM CAGR | +21.8% /yrover 14 yrs · 78 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $140.3B | +18.3% | +20.9% | +12.0% | |
| Discretionary AUM | |||||
| Total AUM | $140.25B |
| Discretionary | $140.25B |
| Employees | 508 |
| Client Accounts | 388 |
Address
16/F CHAMPION TOWER
HONG KONG
China
Phone
852 3903 2800
Filing History
78 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$140.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$140.3B
| $140.3B |
| +18.3% |
| +20.9% |
| +12.0% |
| Total Accounts | 388 | +100.0% | +24.7% | +14.1% |
| Avg Account Size | $361M | 40.8% | 3.1% | 1.8% |
| Employees | 508 | +3.5% | +3.9% | +3.9% |
| AUM / Employee | $276M | +14.3% | +16.4% | +7.8% |
Client AUM Segments | |||||
| Institutional AUM | $67.7B | +3.1% | +15.3% | +9.8% | |
| Fund / Pooled AUM | $70.9B | +34.1% | +26.3% | +14.1% | |
Client Count Segments | |||||
| Institutional | 39 | +2.6% | +3.7% | 0.0% | |
| Pooled / Fund | 30 | +7.1% | 8.4% | 5.6% | |