GF International

RIASEC RegisteredEst. 2014
Total AUM
$2.4B
Discretionary
$1.4B
60% of AUM
Avg account
$55.6M
Accounts
43
Employees
35
Advisory reps
6

Firm details

Headquarters
Hong Kong,
CRD number
170990
Registered since
May 2, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses37.95%
  • Pooled Investment Vehicles37.51%
  • Banking / Thrift Institutions14.83%
  • HNWI7.06%
  • Insurance Companies2.61%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GF International is a SEC-registered investment advisory corporation founded in 2014 that serves both high-net-worth individuals and institutional clients. Ownership is a mix of a foreign entity and an individual, and the firm is organized to provide discretionary portfolio management as well as non-discretionary advisory services. Core advisory activities include separate account portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for business or institutional clients. The firm’s stated investment posture leans toward capital preservation and income generation, with a stated preference for fixed-income instruments and a large cash allocation. Fee arrangements include a standard percentage-of-AUM schedule and performance-based fees, reflecting use of both traditional advisory mandates and incentive-aligned pooled strategies or fee arrangements for certain accounts. GF International does not position itself as an active ESG investor and operates from a single state jurisdiction.

Assets & Accounts

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: Cash & Cash Equivalents 38%, US Government Bonds 31%, Investment Grade Corp Bonds 17%, Exchange Traded Equities 14%38%
  • Cash & Cash Equivalents38%
  • US Government Bonds31%
  • Investment Grade Corp Bonds17%
  • Exchange Traded Equities14%

Owners & executives

3 of 4
  • Yimei Wang

    Chief Operating OfficerCRD 7084247

  • Peng Shangguan

    Chief Executive OfficerCRD 6917213

  • Pei Tsen Liao

    Chief Compliance OfficerCRD 6917212

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Contacts

2 of 2
  • Haitai Wang

    DirectorCRD 7885371

  • Fan Wang

    Fan Wang

    General Manager & DirectorCRD 7522243

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Hong Kong, null

Location

Hong Kong, null

Headquartered in Hong Kong, null.

Address
81 Lockhart Rd Wan Chai Hong Kong
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth