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CSOP Asset Management Limited
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CRD # | 170206 |
SEC # | 801-79092 |
CIK # | 0001618006 |
AUM | $13.7 BB (2024-03-25) |
Employees | 106 (17% Investors, 0% Brokers) |
Phone | 85234065652 |
Address | 28012803, Two Exchange Square Central, Hong Kong |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 14 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 1 | 0.1 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 0.2 |
(n) Other | 112 | 13.5 |
Total | 130 | 13.7 |
By Discretionary | ||
Discretionary | 127 | 13.2 |
Non-Discretionary | 3 | 0.5 |
Total | 130 | 13.7 |
By Non-United States Persons | ||
Non-United States Persons | 13.7 | |
United States Persons | 0.0 | |
Total | 130 | 13.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Baker Street Advisors LLC
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|
CA | 14.5 |
Wintrust Investments LLC
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IL | 14.4 |
Nationwide Investment Advisors LLC
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OH | 14.3 |
Envestnet Retirement Solutions LLC
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IL | 14.3 |
We Family Offices LLC
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|
FL | 13.9 |
Integrated Wealth Concepts LLC
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|
MA | 13.5 |
Jensen Investment Management Inc
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|
OR | 13.4 |
Ariel Investments LLC
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|
IL | 13.4 |
Madison Investment Advisors LLC
✚
|
WI | 13.2 |
Mycio Wealth Partners LLC
✚
|
PA | 13.0 |