Cederberg Capital Asia Limited

RIASEC RegisteredEst. 2023
Total AUM
$685M
Discretionary
$685M
100% of AUM
Avg account
$114M
Accounts
6
Employees
5
Advisory reps
3

Firm details

Headquarters
Tsim Sha Tsui Kowloon,
CRD number
328093
Registered since
October 26, 2023
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles71.27%
  • Charitable Organizations28.73%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cederberg Capital Asia Limited is an institutional RIA registered with the SEC in 2023 that serves institutional clients. The firm operates as a corporation with foreign-entity and individual ownership elements. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements combine a percentage of assets under management with performance-based fees, consistent with a manager that sponsors or runs collective investment vehicles. The firm identifies as an active ESG investor and is affiliated as an adviser and sponsor or managing member/GP of pooled investment vehicles.

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 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Owners & executives

2 of 2
  • Dafydd Jones

    Chief Financial OfficerCRD 7700505

  • Joseph Reynolds

    COO & CCOCRD 7339403

Contacts

1 of 1
  • Da Wei Zhang

    Executive DirectorCRD 7339405

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tsim Sha Tsui Kowloon, null

Location

Tsim Sha Tsui Kowloon, null

Headquartered in Tsim Sha Tsui Kowloon, null.

Address
8 Observatory Rd
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth