Santa Lucia Asset Management Pte. Ltd.
Firm details
- Headquarters
- Singapore,
- CRD number
- 291669
- Registered since
- January 22, 2018
- Website
- slam.com.sg
- 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
FINTRXOverview
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
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 Equities93%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Florian Weidinger
Chief Executive OfficerCRD 7439751
Contacts
2 of 2
Rupert Morton
ChairmanCRD 1837098
Jeremy T Min Kiat Wong
CRD 8343900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Singapore, null
Location
Singapore, null
Headquartered in Singapore, null.
- Address
- 65 Chulia St
- Office locations
Similar firms
Stony Point Capital
RIANew York, NY
Fosun Asset Management Limited
RIAHong Kong
Tower Bridge Advisors
RIAW Cnshohocken, PA
Linear B Partners LP
RIANew York, NY
The Informed Momentum Company LLC
RIASolana Beach, CA
Urban Financial Advisory Corporation
RIAChicago, IL