TB MANAGEMENT HOLDINGS LIMITED

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
8
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GRAND CAYMAN,
CRD number
163174
Registered since
March 28, 2012

Firm profile

FINTRX

Overview

TB Management Holdings Limited operates primarily as a manager of pooled investment vehicles, acting in sponsor and general partner roles while also registering activity consistent with CPO/CTA functions. The firm’s public profile points to a business built around private fund structures rather than retail advisory relationships. Its work appears focused on assembling and managing closed-end private equity vehicles and running pooled strategies that may include derivatives or commodity exposure under its CPO/CTA designation. The firm is organized with an ownership mix that includes a foreign entity alongside individual ownership, and it has been registered with the SEC since the early 2010s. It is not positioned as an ESG-focused manager and does not present itself as a multi-state retail adviser; instead, the footprint and governance point to a specialized manager serving institutional and qualified investors through fund structures.

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

3 of 3
  • SHUJUN LI

    Director and CEOCRD 6034951

  • DAVID LIN

    Chief Compliance OfficerCRD 6047567

  • SHUHONG YE

    CEOCRD 8162278

Contacts

3 of 5
  • FENG GE

    PartnerCRD 6039621

  • GLADYS WONG

    Executive OfficerCRD 8162277

  • DANIEL SULLIVAN

    Senior AdvisorCRD 844471

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GRAND CAYMAN, null

Location

GRAND CAYMAN, null

Headquartered in GRAND CAYMAN, null.

Address
Suite 4210 Governors Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth