WFM Asia (Bvi) Limited

RIASEC RegisteredEst. 2006
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$1.3B
Accounts
2
Employees
13
Advisory reps
5

Firm details

Headquarters
Hong Kong,
CRD number
139173
Registered since
February 1, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

WFM Asia (Bvi) Limited is a Bermuda/Virgin Islands–styled corporate hedge fund manager focused on institutional clients. The firm is structured to manage pooled vehicles and operates with CPO/CTA capabilities, charging a mix of asset-based fees and performance fees. It is registered with the SEC (registration year 2006) and reports portfolio management for pooled investment vehicles as a primary advisory activity. The firm does not present itself as an ESG investor and is not 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
  • Vineet Mitera

    Vineet Mitera

    Director & Chief Investment OfficerCRD 5904153

  • Gwendoline Yong

    Chief Compliance OfficerCRD 7518123

Contacts

3 of 3
  • David Torrible

    DirectorCRD 3121446

  • Kevin Meehan

    DirectorCRD 8229331

  • Daphne Chester

    PresidentCRD 5283058

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hong Kong, null

Location

Hong Kong, null

Headquartered in Hong Kong, null.

Address
Suite 2701 27th Floor Two Exchange Sq
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth