Zentific Investment Management Limited

RIASEC RegisteredEst. 2015
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$215M
Accounts
6
Employees
13
Advisory reps
4

Firm details

Headquarters
Hong Kong,
CRD number
174321
Registered since
July 8, 2015
Custodians
J.P. MORGAN SECURITIES INC., UBS FINANCIAL SERVICES INC., GOLDMAN SACHS & CO. LLC, BOFA SECURITIES, INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other52.45%
  • Pooled Investment Vehicles47.55%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Zentific Investment Management Limited operates as a hedge fund manager focused on institutional pooled vehicles and discretionary mandates. The firm serves a small set of institutional clients and acts as an adviser and trading manager for pooled investment vehicles, operating under a CPO/CTA activity profile. Its fee model combines a percentage-of-AUM component with performance-based fees, which aligns incentives toward absolute or relative performance for its institutional investors. Investment practice shows a clear preference for liquid, exchange-traded instruments as the primary implementation vehicle, while the firm also maintains exposure to alternative strategies through direct hedge fund management and real estate allocations. The mix of public equities and private/alternative exposures suggests a hybrid approach: using listed equities for core exposure and liquidity, and hedge fund and real estate allocations for differentiated return streams and risk diversification.

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Christopher Lee

    Christopher Lee

    Chief Investment OfficerCRD 4664378

Contacts

3 of 3
  • David Rickards

    DirectorCRD 6517641

  • Burke Lau

    Burke Lau

    Head of ResearchCRD 6517640

  • Rodolfo Martell

    Rodolfo Martell

    Non-Executive DirectorCRD 6211760

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
17th Floor One Hysan No1 Hysan Ave
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth