| Total AUM | $32.87B |
| Discretionary | $32.87B100% of AUM |
| Client Accounts | 28 |
| Avg Account Size | $1.17B |
| Employees | 87 |
| Peak AUM | $46.38BMar 2021 |
| AUM CAGR | +5.7% /yrover 10 yrs · 43 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $32.9B | +37.3% | 4.0% | 6.7% | |
| Discretionary AUM | |||||
| Total AUM | $32.87B |
| Discretionary | $32.87B |
| Employees | 87 |
| Client Accounts | 28 |
Address
LEVEL 25, ONE EXCHANGE SQUARE,
HONG KONG
Hong Kong
Phone
+852 2846-7555
Filing History
43 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$32.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$32.9B
| $32.9B |
| +37.3% |
| 4.0% |
| 6.7% |
| Total Accounts | 28 | +16.7% | +3.8% | 1.4% |
| Avg Account Size | $1.2B | +17.7% | 7.6% | 5.4% |
| Employees | 87 | 3.3% | 7.0% | 1.9% |
| AUM / Employee | $378M | +42.1% | +3.1% | 4.8% |
Client AUM Segments | |||||
| Institutional AUM | $9.6B | 0.5% | 8.1% | 8.1% | |
| Fund / Pooled AUM | $23.3B | +62.8% | 2.2% | 6.0% | |
Client Count Segments | |||||
| Institutional | 18 | +5.9% | +4.0% | 1.1% | |
| Pooled / Fund | 10 | +42.9% | +3.6% | +7.4% | |