WFM Asia (Bvi) Limited

RIASEC RegisteredEst. 2006
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$1.3B
Accounts
2
Employees
13
Advisory reps
5

Firm details

Headquarters
Hong Kong,
CRD number
139173
Registered since
February 1, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

WFM Asia (Bvi) Limited is a corporate-structured manager formed in 2006 that operates as a hedge fund serving institutional clients. The firm functions in roles consistent with a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. Its compensation combines a percentage-of-assets fee with performance-based fees. The firm does not market itself as an active ESG investor and is structured around a small set of large institutional relationships.

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

Owners & executives

2 of 2
  • Vineet Mitera

    Vineet Mitera

    Director & Chief Investment OfficerCRD 5904153

  • Gwendoline Yong

    Chief Compliance OfficerCRD 7518123

Contacts

3 of 3
  • David Torrible

    DirectorCRD 3121446

  • Kevin Meehan

    DirectorCRD 8229331

  • Daphne Chester

    PresidentCRD 5283058

Wealth teams

FINTRX

Newly hired reps

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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
Suite 2701 27th Floor Two Exchange Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth