E Fund Management (Hong Kong) Co, Limited

RIASEC RegisteredEst. 2014

Total AUM

$15.7B

Discretionary

$15.7B

100% of AUM

Avg account

$235M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hong Kong,
CRD number: 169726
Registered since: January 6, 2014
Website: www.efunds.com.hk
Custodians: ICBC (ASIA) TRUSTEE COMPANY LIMITED, J.P. MORGAN SECURITIES INC., STANDARD CHARTERED BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles69.43%
Banking / Thrift Institutions14.61%
Sovereign Wealth Funds9.31%
Insurance Companies5.38%
Corporations / Businesses1.27%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

E Fund Management (Hong Kong) Co, Limited is a Hong Kong–based investment manager and SEC-registered adviser that serves both high‑net‑worth individuals and institutional clients. The firm combines discretionary portfolio management across separate accounts and pooled vehicles with published research and client education. Its advisory mandate includes managing portfolios for individuals and small businesses, pooled investment vehicles, and institutional accounts, and the firm also acts as sponsor or managing member of pooled vehicles. Investment activity shows a clear tilt toward fixed income: the firm’s SMA footprint and custodian reporting point to a meaningful allocation to investment‑grade corporate bonds. Fee arrangements include both a percentage of assets under management and performance‑based components, reflecting mandates that can be tailored to outcome‑oriented or absolute‑return objectives.