Matterhorn Investment Management (Asia) Limited

RIASEC RegisteredEst. 2012
Total AUM
$7.1M
Discretionary
$7.1M
100% of AUM
Avg account
$7.1M
Accounts
1
Employees
1
Advisory reps
2

Firm details

Headquarters
Hong Kong,
CRD number
161891
Registered since
May 4, 2012
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Matterhorn Investment Management (Asia) Limited is a limited liability company that operates as a hedge-fund manager serving institutional clients. The firm is registered with the SEC (since 2012) and functions in roles typical of commodity pool operators/commodity trading advisors, providing portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its fee arrangements combine a percentage of assets under management with fixed-fee elements. The firm is identified as a foreign/individual-owned entity and does not position itself as an ESG investor, multi-state adviser, pension consultant, or capital allocator.

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

Owners & executives

1 of 1
  • Paul Bate

    Paul Bate

    CIO and Portfolio ManagerCRD 5094827

Contacts

1 of 1
  • Maxime Destel

    Maxime Destel

    Risk ManagerCRD 5094829

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Hong Kong, null

Location

Hong Kong, null

Headquartered in Hong Kong, null.

Address
Gf 535 Canton Rd W Kowloon
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth