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| Magnum Research Global Limited
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| CRD # | 291667 |
| SEC # | 801-112368 |
| CIK # | |
| AUM | 5.0 M (2026-05-08) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 85298833050 |
| Address | Units 505,5/F Fintech Centre Room 16, Innocentre Hong Kong, Hong Kong |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (4/21/2026) [Brochure] |
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Item 5 – Fees and Compensation i. Advisory Fee Structure MRGL charges a flat subscription fee of US$15 per month (the “Subscription Fee”) for access to the Investease platform and its associated investment research and quantitative tools. ii. Fee Calculation and Payment Unlike asset-based management fees, the Subscription Fee is a fixed monthly charge and is not calculated as a percentage of the total assets under management. The specific billing cycle and payment methods will be outlined in the service agreement between MRGL and the client. iii. Other Costs While MRGL does not charge transaction-based fees, clients may still incur brokerage costs, custodial fees, or other "transfer out" fees charged by their third-party executing brokers or custodians. MRGL is not affiliated with these third-party fee structures and does not receive any portion of those charges. iv. Fee Adjustments Our Subscription Fees are generally non-negotiable, but MRGL reserves the right, at its sole discretion, to modify, waive, or reduce fees under special circumstances, such as promotional offers for institutional partners or initial platform launches. |
| Account Minimums and Types of Clients — Form ADV Part 2A (4/21/2026) [Brochure] |
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Item 7 – Types of Clients MRGL primarily offers its investment advisory and research services to the following categories of professional and institutional clients: a) Institutional Investors (as defined in FINRA Rule 2210); b) Financial Consulting Firms (Consultants); and c) Independent Registered Investment Advisers (RIAs). We may establish minimum service fees or platform subscription requirements as specified in individual service agreements. We reserve the right to waive or reduce certain fees based on unique circumstances, special arrangements, or institutional promotions. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 20 | 5.0 |
| Total | 20 | 5.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 20 | 5.0 |
| Total | 20 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.0 | |
| United States Persons | 0.0 | |
| Total | 20 | 5.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lionshares LLC
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|
NY | 6.0 M |
|
Haven Capital Advisors LLC
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NC | 5.4 M |
|
Distribution Cognizant LLC
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CA | 5.3 M |
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Sanjac Alpha LP
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TX | 5.3 M |
|
TCG Strategic Income Advisor LLC
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FL | 5.1 M |
|
Grizzle Investment Management LLC
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4.9 M | |
|
Redmont Wealth Advisors LLC
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|
IL | 4.8 M |
|
Adler Asset Management LLC
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|
NY | 4.4 M |
|
21Shares US LLC
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|
NY | 4.4 M |
|
Langar Investment Management LLC
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|
4.0 M |