GUINNESS ATKINSON ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- PASADENA, California
- CRD number
- 124465
- Registered since
- December 10, 2002
- Website
- www.gafunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Guinness Atkinson Asset Management, Inc. is an institutional-focused investment advisor that concentrates on managing portfolios for investment companies. The firm operates under a percentage-of-AUM fee model and has been SEC-registered since 2002. Its public filings indicate a primary emphasis on public equities: the firm's 13-F public equity sleeve totals roughly $200.2M, reflecting a bias toward listed-stock strategies rather than private-market allocations. The adviser is not an active ESG investor and is structured as a corporation with individual ownership. In addition to providing portfolio management for registered investment vehicles, the firm is affiliated with pooled investment vehicles in a sponsor or GP capacity, indicating capabilities to run commingled or fund structures alongside its investment-company work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Sam Wildy
Chief Financial OfficerCRD 8057966
EDWARD GUINNESS
Chief ExecutiveCRD 6586910
Contacts
3 of 3EDMUND HARRISS
DirectorCRD 4804657
TIMOTHY GUINNESS
Founder & ChairmanCRD 4373924
JAMES ATKINSON
DirectorCRD 703324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PASADENA, CA
LOS ANGELES
Location
PASADENA, CA
Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 251 S Lake Ave
- Time zone
- PT (UTC-8)
- Office locations
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