| Total AUM | $2.53B |
| Discretionary | $2.53B100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $316.6M |
| Employees | 13 |
| Peak AUM | $2.74BMar 2021 |
| AUM CAGR | +5.0% /yrover 9 yrs · 18 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.5B | +19.2% | +4.3% | 1.6% | |
| Discretionary AUM | |||||
| Total AUM | $2.53B |
| Discretionary | $2.53B |
| Employees | 13 |
| Client Accounts | 8 |
Address
SUITES 1311-1312, TWO PACIFIC PLACE, 88 QUEENSWAY
HONG KONG
Hong Kong
Phone
011-852-2918-9866
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$2.5B
| $2.5B |
| +19.2% |
| +4.3% |
| 1.6% |
| Total Accounts | 8 | +14.3% | 10.1% | 7.8% |
| Avg Account Size | $317M | +4.3% | +16.0% | +6.8% |
| Employees | 13 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $195M | +19.2% | +4.3% | 1.6% |
Client AUM Segments | |||||
| Institutional AUM | $685M | +19.4% | +12.1% | +3.4% | |
| Fund / Pooled AUM | $1.8B | +19.2% | +1.9% | 3.1% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | +20.0% | 12.6% | 9.7% | |