Ivyrock Asset Management (HK) Limited
Firm details
- Headquarters
- Hong Kong,
- CRD number
- 286174
- Registered since
- August 30, 2021
- Custodians
- CITI PRIVATE BANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles85.32%
- Sovereign Wealth Funds14.68%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ivyrock Asset Management (HK) Limited is a Hong Kong–branded corporate investment manager that operates as a multifaceted alternative manager, with activities spanning hedge fund and private equity strategies. The firm is SEC-registered (since 2021) and serves institutional clients. Its business model includes CPO/CTA operations and portfolio management for pooled investment vehicles; fees combine a percentage of assets under management with performance-based compensation. Ivyrock is organized as a foreign entity with individual ownership and does not identify as an active ESG investor or as a multi-state adviser.
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
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Yongshan Duanmu
President, COOCRD 4692311

Yong Huang
CIO and PartnerCRD 6733994
Contacts
1 of 1Gang Xu
DirectorCRD 6997552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$9M in ETFs
100%
$9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $6.4M | 166,400 | 70.86% |
Location
Hong Kong, null
Location
Hong Kong, null
Headquartered in Hong Kong, null.
- Address
- Suite 3007 30f Cosco Tower
- Office locations
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