| Total AUM | $41.8M |
| Discretionary | $41.8M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $41.8M |
| Employees | 6 |
| Peak AUM | $170.8MMar 2018 |
| AUM CAGR | -7.9% /yrover 14 yrs · 19 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $42M | +35.1% | 13.4% | 7.4% | |
| Discretionary AUM | |||||
| Total AUM | $41.8M |
| Discretionary | $41.8M |
| Employees | 6 |
| Client Accounts | 1 |
| Client Range | 1-10 |
Address
18/F SHUM TOWER
SHEUNG WAN
Hong Kong
Phone
852 2810 1399
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$42M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$42M
| $42M |
| +35.1% |
| 13.4% |
| 7.4% |
| Total Accounts | 1 | 0.0% | 20.6% | 13.2% |
| Avg Account Size | $42M | +35.1% | +9.2% | +6.6% |
| Employees | 6 | 0.0% | 0.0% | 3.1% |
| AUM / Employee | $7M | +35.1% | 13.4% | 4.5% |
Client AUM Segments | |||||
| Wealth AUM | $42M | +35.1% | +1.5% | +4.3% | |
Client Count Segments | |||||
| Individuals | 1 | 0.0% | 0.0% | 0.0% | |