| Total AUM | $25.87B |
| Discretionary | $25.77B100% of AUM |
| Non-Discretionary | $103.3M |
| Client Accounts | 77 |
| Avg Account Size | $336.0M |
| Employees | 145 |
| Peak AUM | $25.87BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $25.9B | +36.8% | +32.7% | +25.5% | |
| Discretionary AUM | |||||
| Total AUM | $25.87B |
| Discretionary | $25.77B |
| Employees | 145 |
| Client Accounts | 77 |
Address
2801-2803, TWO EXCHANGE SQUARE
CENTRAL
Hong Kong
Phone
852 3406-5652
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$25.8B
99.6% of AUM
Non-Discretionary
$103M
0.4% of AUM
Disc. mix ▲ 3.5pp vs 1 year ago
| +13.3% /yrover 12 yrs · 20 filings |
Total AUM
$25.9B
| $25.8B |
| +41.7% |
| +35.1% |
| +26.9% |
| Non-Disc. AUM | $103M | 85.8% | 45.2% | 26.4% |
| Total Accounts | 77 | 37.4% | 16.4% | 11.3% |
| Avg Account Size | $336M | +118.5% | +58.8% | +41.4% |
| Employees | 145 | +15.1% | +15.5% | +14.7% |
| AUM / Employee | $178M | +18.9% | +14.8% | +9.4% |
Client AUM Segments | |||||
| Institutional AUM | $107M | 55.9% | 25.1% | — | |
| Other AUM | $25.8B | +38.0% | +33.6% | +32.5% | |
Client Count Segments | |||||
| Institutional | 3 | — | 9.1% | — | |