Hsbc Global Asset Management (USA) Inc.

RIASEC RegisteredEst. 1985

Total AUM

$157B

Discretionary

$7.4B

5% of AUM

Avg account

$1.6B

Accounts

Employees

100

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 105686
Registered since: December 20, 1985
Website: www.global.assetmanagement.hsbc.com
Custodians: U.S. BANK, N.A., MARKET SECURITIES SERVICES HONG KONG
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles49.07%
Investment Companies34.41%
Corporations / Businesses8.36%
Insurance Companies5.9%
Sovereign Wealth Funds1.42%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hsbc Global Asset Management (USA) Inc. operates as an institutional registered investment adviser focused on serving institutional clients. The firm is structured as a corporation and has been SEC-registered since 1985. It functions as a capital allocator and offers portfolio management across a range of pooled and institutional vehicles, including investment companies and business/institutional mandates. Fee arrangements include percentage-of-AUM pricing and performance-based fees. The firm also serves in commodity pool/CTA roles and performs selection of other advisers, signaling a mix of in-house management and outsourced manager selection. Hsbc Global Asset Management (USA) Inc. identifies as an active ESG investor and maintains affiliations across the financial ecosystem—including broker-dealer, banking, trust, insurance, swap dealer and futures commission merchant relationships—consistent with a broad institutional footprint.