Santa Lucia Asset Management Pte. Ltd.

RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
99% of AUM
Avg account
$150M
Accounts
10
Employees
12
Advisory reps
3

Firm details

Headquarters
Singapore,
CRD number
291669
Registered since
January 22, 2018
Custodians
CITI PRIVATE BANK
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles84.3%
  • Sovereign Wealth Funds15.16%
  • HNWI0.54%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Santa Lucia Asset Management Pte. Ltd. is organized as a corporate hedge fund manager that serves both individual/family and institutional clients. The firm is registered with the SEC (registered in 2018) and lists portfolio management across individual/small business accounts, pooled investment vehicles, and institutional/business clients among its advisory activities. Fee arrangements combine a percentage of assets under management, fixed fees, and performance-based fees. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 93%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 1%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Florian Weidinger

    Florian Weidinger

    Chief Executive OfficerCRD 7439751

Contacts

2 of 2
  • Rupert Morton

    Rupert Morton

    ChairmanCRD 1837098

  • Jeremy T Min Kiat Wong

    CRD 8343900

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Singapore, null

Location

Singapore, null

Headquartered in Singapore, null.

Address
65 Chulia St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth