Telligent Investment Management, LLC

RIASEC RegisteredEst. 2002
Total AUM
$210M
Discretionary
$210M
100% of AUM
Avg account
$52.4M
Accounts
4
Employees
8
Advisory reps
4

Firm details

Headquarters
Admiralty Hong Kong,
CRD number
118798
Registered since
March 29, 2002
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Telligent Investment Management, LLC is an SEC-registered hedge fund adviser formed in 2002 that serves an institutional client base. The firm is organized as an LLC and is owned by an individual. Its core business combines pooled-vehicle portfolio management with commodity pool operator/commodity trading adviser (CPO/CTA) activities. Fee arrangements include both a percentage-of-AUM component and performance-based fees. Telligent does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

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

2 of 2
  • Chingshan Lin

    Chief Investment OfficerCRD 1076036

  • George Lin

    George Lin

    Chief Executive OfficerCRD 2954005

Contacts

2 of 2
  • Sung Kei Ko

    CCOCRD 6838817

  • John Lin

    John Lin

    Head of Business DevelopmentCRD 4409996

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$5.2M in ETFs

Passive

100%

$5.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$5.2M12,000100.00%

Location

Primary office

Admiralty Hong Kong, null

Location

Admiralty Hong Kong, null

Headquartered in Admiralty Hong Kong, null.

Address
Suite 160305 Tower 2 Lippo Ctr
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth