Ivyrock Asset Management (HK) Limited

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$303M

Accounts

4

Employees

14

Advisory reps

3

Firm details

Headquarters: Hong Kong,
CRD number: 286174
Registered since: August 30, 2021
Custodians: CITI PRIVATE BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles84.89%
Sovereign Wealth Funds15.11%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ivyrock Asset Management (HK) Limited is a Hong Kong–branded corporate hedge fund that provides portfolio management for pooled investment vehicles and operates with CPO/CTA activities. The firm caters primarily to institutional clients and charges both a percentage-of-assets fee and performance-based fees. Ivyrock is registered with the SEC, having registered in 2021. It does not position itself as a capital allocator and does not list ESG investing as active in its profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

Yong Huang
CIO and PartnerCRD 6733994
Yongshan Duanmu
President, COOCRD 4692311

Contacts

1 of 1

Gang Xu
DirectorCRD 6997552

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 6

Active vs passive

$10.5M in ETFs

Passive

100%

$10.5M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)	BlackRock	Passive	Digital Assets	$8.2M	246,400	77.97%

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Primary office

Hong Kong, null

Location

Hong Kong, null

Headquartered in Hong Kong, null.

Address: Suite 3007 30f Cosco Tower
Office locations

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