| Total AUM | $169.62B |
| Discretionary | $169.62B100% of AUM |
| Client Accounts | 268 |
| Avg Account Size | $632.9M |
| Employees | 419 |
| Peak AUM | $169.62BMar 2026 |
| AUM CAGR | +19.2% /yrover 7 yrs · 37 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $169.6B | +33.9% | +28.7% | +14.5% | |
| Discretionary AUM | |||||
| Total AUM | $169.62B |
| Discretionary | $169.62B |
| Employees | 419 |
| Client Accounts | 268 |
| Client Range | 0 |
Address
19/F, CHATER HOUSE
HONG KONG
Hong Kong
Phone
852-2800-2800
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$169.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$169.6B
| $169.6B |
| +33.9% |
| +28.7% |
| +14.5% |
| Total Accounts | 268 | +10.7% | +9.5% | +9.4% |
| Avg Account Size | $633M | +20.9% | +17.5% | +4.6% |
| Employees | 419 | +8.3% | +2.7% | +1.1% |
| AUM / Employee | $405M | +23.7% | +25.3% | +13.3% |
Client AUM Segments | |||||
| Institutional AUM | $19.7B | +23.5% | +32.0% | +9.7% | |
| Fund / Pooled AUM | $149.4B | +35.8% | +28.5% | +16.3% | |
| Other AUM | $468M | 26.5% | 8.9% | 12.0% | |
Client Count Segments | |||||
| Institutional | 58 | +11.5% | +24.6% | +10.0% | |
| Pooled / Fund | 150 | +13.6% | +12.3% | +11.5% | |