Neumann Advisory Hong Kong Limited

RIASEC Registered
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 a Hong Kong–based hedge fund that operates as a CPO/CTA and provides portfolio management for pooled investment vehicles. The firm targets institutional clients and charges a combination of percentage-of-AUM and performance-based fees. Neumann Advisory Hong Kong Limited is registered with the SEC; its registration year is 2020. Ownership appears to involve both a foreign entity and an individual.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Pui Shan Chan

    Chief Compliance OfficerCRD 8053719

Contacts

2 of 2
  • Fisher Zhang Fei

    ShareholderCRD 6689809

  • Yee Ting Leung

    Executive DirectorCRD 6755373

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hong Kong, null

Location

Hong Kong, null

Headquartered in Hong Kong, null.

Address
Unit 9056 9f Icbc Tower
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth