Neumann Advisory Hong Kong Limited

RIASEC RegisteredEst. 2020
Total AUM
$623M
Discretionary
$623M
100% of AUM
Avg account
$311M
Accounts
2
Employees
5
Advisory reps
3

Firm details

Headquarters
Hong Kong,
CRD number
284666
Registered since
May 15, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Neumann Advisory Hong Kong Limited is structured as a hedge-fund manager that primarily serves institutional clients and manages pooled investment vehicles. The firm is registered with the SEC (since 2020) and is classified operationally as a CPO/CTA, indicating trading and program management capabilities for commodity and futures strategies alongside traditional hedge fund activity. Its compensation model combines a percentage-of-assets management fee with performance-based fees, consistent with hedge-fund economics. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Pui Shan Chan

    Chief Compliance OfficerCRD 8053719

Contacts

2 of 2
  • Yee Ting Leung

    Executive DirectorCRD 6755373

  • Fisher Zhang Fei

    ShareholderCRD 6689809

Wealth teams

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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
Unit 9056 9f Icbc Tower
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth