AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.4 |
| Institutional | $0.0 |
| Total | $0.4 |
| 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 |
|---|---|---|
| MORGAN STANLEY BANK ASIA LIMITED | HK--HKG | $0.0 |
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 | 64% | $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 | 36% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
5 active
| Name | Title |
|---|---|
| GUBSER, ANDREAS, EDUARD | MEMBER |
| RUAN, DAVID, CHING-CHI | DIRECTOR, MEMBER |
| YIP, YOK, TAK AMY | DIRECTOR, MEMBER |
| SY, BUN, HO | CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER |
| CHAN, CHUNG, YUEN | DIRECTOR, MEMBER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.4 | $0.0 | 0% | 22 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 22 | 0 | 0% |
| 2024-04-02 | $0.5 | -$0.1 | -23% | 28 | -6 | -21% |
| 2023-04-04 | $0.7 | -$0.3 | -47% | 32 | -10 | -31% |
| 2022-04-01 | $1.1 | -$0.8 | -67% | 33 | -11 | -33% |
| 2021-04-05 | $0.8 | -$0.5 | -57% | 26 | -4 | -15% |
| 2020-04-01 | $0.6 | -$0.2 | -36% | 23 | -1 | -4% |
| 2019-04-01 | $0.5 | -$0.1 | -21% | 23 | -1 | -4% |
| 2018-04-02 | $0.7 | -$0.3 | -45% | 19 | 3 | 16% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) NEWSLETTERS |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV