E Fund Management (Hong Kong) Co, Limited

RIASEC RegisteredEst. 2014

Total AUM

$15.7B

Discretionary

$15.7B

100% of AUM

Avg account

$235M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hong Kong,
CRD number: 169726
Registered since: January 6, 2014
Website: www.efunds.com.hk
Custodians: ICBC (ASIA) TRUSTEE COMPANY LIMITED, J.P. MORGAN SECURITIES INC., STANDARD CHARTERED BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles69.43%
Banking / Thrift Institutions14.61%
Sovereign Wealth Funds9.31%
Insurance Companies5.38%
Corporations / Businesses1.27%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

E Fund Management (Hong Kong) Co, Limited is a Hong Kong‑based institutional registered investment adviser that registered with the SEC in 2014. The firm operates as a corporation with foreign and individual ownership elements and serves both high‑net‑worth individuals and families as well as institutional clients. Its advisory offering covers discretionary portfolio management for individuals, pooled investment vehicles and institutions; the firm also produces periodicals and runs educational seminars and workshops. Fee arrangements combine a percentage of assets under management with performance‑based fees, which suggests active strategies and incentive alignment for certain mandates. The firm is not identified as an active ESG investor. Industry roles and affiliations reported include relationships as a broker‑dealer, an additional investment adviser, a CPO/CTA, and positions as sponsor or GP/manager of pooled investment vehicles.