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 and privately owned. The firm serves institutional clients and operates as a pooled-vehicle manager, performing portfolio management for investment vehicles while also functioning in roles consistent with a CPO/CTA. Compensation combines a percent-of-AUM fee with performance-based fees. Telligent does not market itself as an ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth