CEDERBERG CAPITAL ASIA LIMITED

RIASEC RegisteredEst. 2023
Total AUM
$773M
Discretionary
$773M
100% of AUM
Avg account
$129M
Accounts
6
Employees
5
Advisory reps
3

Firm details

Headquarters
tsim sha tsui kowloon,
CRD number
328093
Registered since
October 26, 2023
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles75.84%
  • Charitable Organizations24.16%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cederberg Capital Asia Limited is a corporation that specializes in portfolio management for pooled investment vehicles, primarily serving institutional clients. Established in 2023, the firm is a foreign entity that operates under a fee structure based on a percentage of assets under management (AUM) as well as performance-based fees. Cederberg Capital Asia Limited is recognized as an active investor in environmental, social, and governance (ESG) initiatives, reflecting a commitment to sustainable investing practices. The firm does not classify itself as a capital allocator or pension consultant, but it does engage in activities related to managing pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Cash & Cash Equivalents 7%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents7%

Owners & executives

2 of 2
  • DAFYDD JONES

    Chief Financial OfficerCRD 7700505

  • Joseph Reynolds

    COO & CCOCRD 7339403

Contacts

1 of 1
  • DA WEI ZHANG

    Executive DirectorCRD 7339405

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

tsim sha tsui kowloon, null

Location

tsim sha tsui kowloon, null

Headquartered in tsim sha tsui kowloon, null.

Address
8 Observatory Rd
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth