Draco Evolution

RIASEC RegisteredEst. 2024
Total AUM
$21.8M
Discretionary
$21.8M
100% of AUM
Avg account
$21.8M
Accounts
1
Employees
9
Advisory reps
4

Firm details

Headquarters
Taipei City,
CRD number
329860
Registered since
March 1, 2024
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based Fees, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Draco Evolution is a corporate investment adviser that opened its SEC registration in 2024. The firm positions itself to handle institutional mandates while also being registered to provide portfolio management for individuals, small businesses and investment companies. Its stated business model supports a variety of fee arrangements — including percentage-of-AUM, subscription, fixed and performance-based fees — giving flexibility in how it prices services for different client types. Investment activity appears to be manager-driven: Draco Evolution allocates to external third‑party fund managers rather than building a large proprietary product shelf. The firm’s reported focus leans toward real assets and commodity exposures alongside traditional pooled vehicles, indicating a preference for diversifying institutional portfolios with non‑correlated return sources.

Assets & Accounts

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

Owners & executives

1 of 1
  • Cheng Tse Tsai

    Chief Compliance OfficerCRD 7927339

Contacts

3 of 3
  • Po Liu

    ShareholderCRD 7856666

  • Jack Fu

    Jack Fu

    Managing DirectorCRD 5419005

  • Yen Lee

    ShareholderCRD 7856667

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Taipei City, null

Location

Taipei City, null

Headquartered in Taipei City, null.

Address
8f2 No 161 Songde Rd
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth