Library Research Limited

RIASEC RegisteredEst. 2019
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$579M
Accounts
2
Employees
10
Advisory reps
2

Firm details

Headquarters
Hong Kong,
CRD number
301421
Registered since
August 9, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Library Research Limited is structured as a hedge-fund manager that provides portfolio management for pooled investment vehicles and operates under CPO/CTA activities. The firm is registered with the SEC (registered in 2019) and reports an institutional client base. Ownership is listed as a mix of a foreign entity and an individual. Its fee model combines a percentage-of-AUM charge with performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multistate adviser.

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

1 of 1
  • Wendy Siu Wan Chan

    CCO & COOCRD 7091110

Contacts

1 of 1
  • Ziyin Jin

    DirectorCRD 5948688

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hong Kong, null

Location

Hong Kong, null

Headquartered in Hong Kong, null.

Address
Unit 2702 Lht Tower 31 Queens Rd Central
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth