Oberweis Asset Management (Hong Kong) Limited

RIASEC RegisteredEst. 2018
Total AUM
$51.8M
Discretionary
$51.8M
100% of AUM
Avg account
$51.8M
Accounts
1
Employees
2
Advisory reps
3

Firm details

Headquarters
Central,
CRD number
296901
Registered since
June 20, 2018
Fee structure
Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Oberweis Asset Management (Hong Kong) Limited is a small, corporate advisory boutique registered in 2018 that focuses on portfolio management for investment companies. The firm’s client base is institutional and it operates under a fee arrangement classified as “other,” which often reflects negotiated or sub‑advisory fee structures rather than standard AUM percentage schedules. It is not identified as an active ESG investor and is not structured as a capital allocator — its role is delivering portfolio management services rather than sourcing or committing capital to third‑party private funds. The firm maintains industry linkages to broker‑dealer channels and other investment adviser activities, consistent with servicing institutional investment company mandates.

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

Contacts

3 of 3
  • Eric Hannemann

    Vice PresidentCRD 3264330

  • Thomas Joyce

    Thomas Joyce

    Executive Vice PresidentCRD 5953683

  • James Oberweis

    James Oberweis

    PresidentCRD 2363059

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Central, null

Location

Central, null

Headquartered in Central, null.

Address
Room 4402 Level 44 Champion Tower
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth