Tempered Investment Management Ltd.

RIASEC RegisteredEst. 2021
Total AUM
$162M
Discretionary
$162M
100% of AUM
Avg account
$16.2M
Accounts
10
Employees
5
Advisory reps
2

Firm details

Headquarters
North Vancouver British Columbia,
CRD number
158837
Registered since
May 19, 2021
Custodians
THE BANK OF NEW YORK MELLON, NBIN
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles82.26%
  • Corporations / Businesses9.05%
  • HNWI7.43%
  • Insurance Companies1.25%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tempered Investment Management Ltd. is a corporate advisory firm that registered with the SEC in 2021 and serves primarily institutional clients. The firm runs discretionary mandates and pooled investment vehicles, charging a combination of percentage-of-assets fees and performance-based fees. Public-market allocations tilt toward equities, while private-market exposure is sourced through external managers. Tempered does not identify as an ESG-driven investor. Their advisory scope includes separately managed accounts for individuals and small businesses, management of pooled vehicles, and portfolio services for businesses or institutions. Given the firm’s reliance on external alternative managers for private equity and real estate, the investment approach blends liquid public exposures for day-to-day positioning with longer-dated commitments to private-market strategies.

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 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2
  • Hiok Hhu Ng

    Hiok Hhu Ng

    Founder & Chief Investment OfficerCRD 6024558

  • Grace Chan

    Grace Chan

    Chief Compliance OfficerCRD 7447689

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

North Vancouver British Columbia, null

Location

North Vancouver British Columbia, null

Headquartered in North Vancouver British Columbia, null.

Address
220 145 Chadwick Ct
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth