Draco Evolution
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Cheng Tse Tsai
Chief Compliance OfficerCRD 7927339
Contacts
3 of 3Po Liu
ShareholderCRD 7856666
Jack Fu
Managing DirectorCRD 5419005
Yen Lee
ShareholderCRD 7856667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Taipei City, null
Location
Taipei City, null
Headquartered in Taipei City, null.
- Address
- 8f2 No 161 Songde Rd
- Office locations
Similar firms
Cornell Capital Management
RIAMertz Capital
RIAKevin Hebson & Company
RIAWinnetka, IL
K.J. Harrison & Partners (USA) Inc.
RIAToronto On
Washington Peak Investment Advisors LLC
RIAWaterville Valley, NH
Orchard Financial
RIAAustin, TX