HSBC GLOBAL ASSET MANAGEMENT (USA) INC.

RIASEC RegisteredEst. 1985

Total AUM

$157B

Discretionary

$7.4B

5% of AUM

Avg account

$1.6B

Accounts

Employees

100

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 105686
Registered since: December 20, 1985
Website: www.global.assetmanagement.hsbc.com
Custodians: U.S. BANK, N.A., MARKET SECURITIES SERVICES HONG KONG
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles49.07%
Investment Companies34.41%
Corporations / Businesses8.36%
Insurance Companies5.9%
Sovereign Wealth Funds1.42%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hsbc Global Asset Management (USA) Inc. is a U.S.-based institutional asset manager and capital allocator that has been SEC-registered since 1985. The firm serves institutional clients and performs portfolio management for investment companies, pooled investment vehicles and businesses or institutions, in addition to selecting and allocating to external managers. It is designated as a Commodity Pool Operator/Commodity Trading Advisor (CPO/CTA) and is listed as both a sponsor/GP of pooled vehicles and as a user of third‑party advisers. Fee arrangements combine percentage-of-AUM and performance-based structures. The firm is identified as an active ESG investor and its ownership is described as domestic entity / individual.