Santa Lucia Asset Management Pte. Ltd.

RIASEC RegisteredEst. 2018
Total AUM
$1.2B
Discretionary
$1.2B
96% of AUM
Avg account
$92.3M
Accounts
13
Employees
11
Advisory reps
3

Firm details

Headquarters
Singapore,
CRD number
291669
Registered since
January 22, 2018
Custodians
CITIGROUP INC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles73.86%
  • Sovereign Wealth Funds25.45%
  • HNWI0.68%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Santa Lucia Asset Management Pte. Ltd. operates as a hedge-fund-classified advisory corporation that registered with the SEC in 2018. Ownership is split between a foreign entity and an individual, and the firm serves both individual/family and institutional clients. Its advisory remit covers discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for institutions or businesses. The firm identifies as an active ESG investor and employs a mix of fee arrangements — percentage-of-AUM, fixed fees and performance-based fees — which aligns with its hedge-fund activities rather than a pure capital-allocation role.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 95%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 1%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds1%

Owners & executives

2 of 2
  • Siow Peng Pow

    Chief Compliance OfficerCRD 7805839

  • Florian Weidinger

    Florian Weidinger

    Chief Executive OfficerCRD 7439751

Contacts

1 of 1
  • Rupert Morton

    Rupert Morton

    ChairmanCRD 1837098

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