| Total AUM | $21.08B |
| Discretionary | $4.20B20% of AUM |
| Non-Discretionary | $16.88B |
| Client Accounts | 103 |
| Avg Account Size | $204.7M |
| Employees | 54 |
| Peak AUM | $21.08BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $21.1B | +37.8% | +31.0% | +30.3% | |
| Discretionary AUM | |||||
| Total AUM | $21.08B |
| Discretionary | $4.20B |
| Employees | 54 |
| Client Accounts | 103 |
Address
#12-01, PHILIPPINE AIRLINES BUILDING
SINGAPORE 069536
Singapore
Phone
65 6597 6680
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.2B
19.9% of AUM
Non-Discretionary
$16.9B
80.1% of AUM
Disc. mix ▼ 6.1pp vs 1 year ago
| +28.8% /yrover 8 yrs · 32 filings |
Total AUM
$21.1B
| $4.2B |
| +5.6% |
| +27.3% |
| 5.1% |
| Non-Disc. AUM | $16.9B | +49.1% | +31.9% | — |
| Total Accounts | 103 | 8.0% | +20.5% | +12.3% |
| Avg Account Size | $205M | +49.8% | +8.7% | +16.0% |
| Employees | 54 | 15.6% | +3.2% | +6.6% |
| AUM / Employee | $390M | +63.3% | +26.9% | +22.2% |
Client AUM Segments | |||||
| Wealth AUM | $164M | 50.8% | 16.1% | 12.4% | |
| Fund / Pooled AUM | $20.6B | +37.5% | +31.3% | +31.3% | |
| Other AUM | $335M | — | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 90 | +4.7% | +47.8% | +30.8% | |
| Individuals | 11 | 57.7% | 28.5% | 19.9% | |