| Total AUM | $7.87B |
| Discretionary | $420.7M5% of AUM |
| Non-Discretionary | $7.45B |
| Client Accounts | 88 |
| Avg Account Size | $89.4M |
| Employees | 64 |
| Peak AUM | $10.53BMar 2022 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.9B | +64.4% | +8.0% | 4.9% | |
| Discretionary AUM | |||||
| Total AUM | $7.87B |
| Discretionary | $420.7M |
| Employees | 64 |
| Client Accounts | 88 |
| Client Range | 0 |
Address
ROOM 1101,11/F, LEE GARDEN THREE, 1 SUNNING ROAD,
HONG KONG
Hong Kong
Phone
852-3555-5888
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$421M
5.3% of AUM
Non-Discretionary
$7.4B
94.7% of AUM
Disc. mix ▼ 94.7pp vs 1 year ago
| -0.9% /yrover 16 yrs · 48 filings |
Total AUM
$7.9B
| $421M |
| 91.2% |
| 57.8% |
| 46.0% |
| Non-Disc. AUM | $7.4B | — | +127.3% | +49.0% |
| Total Accounts | 88 | +8.6% | 2.5% | +2.2% |
| Avg Account Size | $89M | +51.4% | +10.8% | 7.0% |
| Employees | 64 | 1.5% | 12.6% | 1.8% |
| AUM / Employee | $123M | +67.0% | +23.7% | 3.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $7.6B | +63.2% | +10.1% | 4.6% | |
Client Count Segments | |||||
| Pooled / Fund | 86 | +7.5% | 2.2% | +2.2% | |