AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $2.9 |
| Non-Discretionary | $0.0 |
| Total | $2.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.9 |
| Institutional | $0.0 |
| Total | $2.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CEPHEI CAPITAL MANAGEMENT (HONG KONG) LIMITED | $4.9 | 163621 | |
| SILVER BRIDGE HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CDH III HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CDH VENTURE MANAGEMENT COMPANY LIMITED | $0.0 | 163805 | |
| CEPHEI CAPITAL INVESTMENT COMPANY LIMITED | $0.0 | - | |
| CDH SPECIAL OPPORTUNITY HOLDINGS COMPANY LIMITED | $0.0 | - | |
| DINGHUI INVESTMENT MANAGEMENT (TIANJIN) COMPANY LIMITED | $0.0 | - | |
| CDH VGC II HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CDH VI PWM FEEDER HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CDH REAL ESTATE INVESTMENT HOLDINGS COMPANY LIMITED | $0.0 | - | |
| SUZHOU DINGHUI HUAHE VENTURE INVESTMENT MANAGEMENT COMPANY LIMITED | $0.0 | - | |
| CDH LEGENDARY HOLDINGS LIMITED | $0.0 | - | |
| SOUTH OAK CAPITAL MANAGEMENT COMPANY LIMITED | $0.0 | - | |
| CDH VENTURE GP III COMPANY LIMITED | $0.0 | - | |
| HONOR SEA LIMITED | $0.0 | - | |
| CDH VGC CO-INVESTMENT HOLDINGS COMPANY LIMITED | $0.0 | - | |
| NINGBO DINGHUI BAI FU INVESTMENT MANAGEMENT COMPANY LIMITED | $0.0 | - | |
| CEPHEI CAPITAL MANAGEMENT (TIANJIN) LIMITED | $0.0 | - | |
| CDH FIXED INCOME MANAGEMENT COMPANY LIMITED | $0.0 | - | |
| CRYSTAL MAGIC WAND LIMITED | $0.0 | - | |
| CDH SPHERE HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CDH V HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CDH V FEEDER HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CDH MID MARKET MANAGEMENT COMPANY LIMITED | $0.0 | 285756 | |
| CDH VI CO-INVESTMENT HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CEPHEI CAPITAL MANAGEMENT COMPANY LIMITED | $0.0 | - | |
| CDH VENTURE GP I COMPANY LIMITED | $0.0 | - | |
| CDH REAL ESTATE INVESTMENT MANAGEMENT COMPANY LIMITED | $0.0 | - | |
| SOUTH OAK CAPITAL MANAGEMENT (HONG KONG) COMPANY LIMITED | $0.0 | - | |
| CDH CAPITAL WORLDWIDE LIMITED | $0.0 | - | |
| CDH IV FEEDER HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CDH ADVANCE MANAGEMENT COMPANY LIMITED | $0.0 | - | |
| CDH VENTURE MANAGEMENT III COMPANY LIMITED | $0.0 | 166092 | |
| CDH V MANAGEMENT COMPANY LIMITED | $0.0 | - | |
| ARCHER UNITED HOLDINGS LIMITED | $0.0 | - | |
| STELLAR STONE HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CDH PILGRIM VISION COMPANY LIMITED | $0.0 | - | |
| CDH VI HOLDINGS COMPANY LIMITED | $0.0 | - | |
| SILVER URANUS HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CDH 2018 SMA COMPANY LIMITED | $0.0 | - | |
| CDH INVESTMENT MANAGEMENT COMPANY LIMITED | $0.0 | - | |
| CDH V SHINE I HOLDINGS LIMITED | $0.0 | - | |
| CDH CHINA HF HOLDINGS COMPANY LIMITED | $0.0 | - | |
| DINGHUI HUATAI INVESTMENT MANAGEMENT (BEIJING) COMPANY LIMITED | $0.0 | - | |
| CDH SHANGHAI DINGHUI BAI FU WEALTH MANAGEMENT COMPANY LIMITED | $0.0 | - | |
| DINGHUI HONGTAI INVESTMENT MANAGEMENT (SHENZHEN QIANHAI) COMPANY LIMITED | $0.0 | - | |
| SILVER STONE HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CDH MEZZANINE MANAGEMENT COMPANY LIMITED | $0.0 | - | |
| CDH VI FEEDER HOLDINGS COMPANY LIMITED | $0.0 | - | |
| CDH WEALTH MANAGEMENT COMPANY LIMITED | $0.0 | - | |
| CDH SPECIAL OPPORTUNITY MANAGEMENT COMPANY LIMITED | $0.0 | 164518 | |
| CDH VENTURE GP II COMPANY LIMITED | $0.0 | - | |
| CDH INVESTMENTS MANAGEMENT (HONG KONG) LIMITED | $0.0 | 285754 | |
| CDH R-III PARALLEL HOLDINGS COMPANY LIMITED | $0.0 | - | |
| DINGHUI YUTAI RE INVESTMENT MANAGEMENT (TIANJIN) COMPANY LIMITED | $0.0 | - | |
| CDH IV HOLDINGS COMPANY LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
77 active
| Name | Title |
|---|---|
| JIAO, SHUGE, (NMN) | DIRECTOR OF CDH INVESTMENT ADVISORY PRIVATE LIMITED, BENEFICIAL OWNER, BENEFICIAL OWNER, DIRECTOR OF CDH VI FEEDER HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH VI PWM FEEDER HOLDINGS COMPANY LIMITED |
| WU, SHANGZHI, (NMN) | DIRECTOR OF CDH INVESTMENT ADVISORY PRIVATE LIMITED, DIRECTOR OF CDH III HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH IV HOLDINGS COMPANY LIMITED, BENEFICIAL OWNER, DIRECTOR OF CDH 2018 SMA COMPANY LIMITED, BENEFICIAL OWNER, DIRECTOR OF CDH SPHERE HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH V HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH VI HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH VI FEEDER HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH VI PWM FEEDER HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH V FEEDER HOLDINGS COMPANY LIMITED |
| HUI, CHI KIN MAX | DIRECTOR OF CDH INVESTMENT ADVISORY PRIVATE LIMITED |
| CHENG, LAURENCE, WING YIU | DIRECTOR OF CDH III HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH IV HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH V HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH VI HOLDINGS COMPANY LIMITED |
| TANG, WENG YEW JOHN | DIRECTOR OF CDH III HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH IV HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH V HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH VI HOLDINGS COMPANY LIMITED |
| HSU, WILLIAM, SHANG WI | DIRECTOR OF CDH CHINA HF HOLDINGS COMPANY LIMITED, CHIEF LEGAL & COMPLIANCE OFFICER, DIRECTOR OF CDH 2018 SMA COMPANY LIMITED, DIRECTOR OF CDH SPHERE HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH IV FEEDER HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH V FEEDER HOLDINGS COMPANY LIMITED |
| YING, WEI | DIRECTOR OF CDH CHINA HF HOLDINGS COMPANY LIMITED, BENEFICIAL OWNER |
| GUO, LI | CHIEF FINANCIAL OFFICER |
| SCHONBERGER, STUART | DIRECTOR OF CDH VI PWM FEEDER HOLDINGS COMPANY LIMITED, DIRECTOR OF CDH V FEEDER HOLDINGS COMPANY LIMITED |
| HU, XIAOLING | DIRECTOR OF CDH VI FEEDER HOLDINGS COMPANY LIMITED |
| LANYI, THOMAS | DIRECTOR OF CDH INVESTMENT ADVISORY PRIVATE LIMITED |
| TO, FUNG | CHIEF EXECUTIVE OFFICER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $2.9 | $0.0 | 0% | 40 | 0 | 0% |
| 2024-04-02 | $3.6 | -$0.7 | -20% | 43 | -3 | -7% |
| 2023-04-04 | $4.6 | -$1.7 | -38% | 44 | -4 | -9% |
| 2022-04-01 | $7.3 | -$4.4 | -61% | 50 | -10 | -20% |
| 2021-04-05 | $8.1 | -$5.2 | -65% | 47 | -7 | -15% |
| 2020-04-01 | $3.8 | -$0.9 | -24% | 49 | -9 | -18% |
| 2019-04-01 | $3.2 | -$0.3 | -11% | 48 | -8 | -17% |
| 2018-04-02 | $3.2 | -$0.3 | -11% | 48 | -8 | -17% |
| 2017-04-01 | $5.3 | -$2.4 | -46% | 44 | -4 | -9% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV