Draco Evolution

RIASEC Registered
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-structured, SEC-registered investment adviser that identifies as an institutional RIA. Its SEC registration date is 2024. The firm’s ownership is listed as a combination of a domestic entity and an individual. Filings indicate the adviser serves institutional clients but also provides portfolio management services for individuals/small businesses and for investment companies. Draco Evolution offers a range of fee arrangements, including percentage-of-AUM, subscription fees, fixed fees, performance-based fees and other fee types. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not designated as a capital allocator.

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

FINTRX

Contacts

FINTRX

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