Neumann Advisory Hong Kong Limited

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Assets, Funds, Holdings

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Neumann Advisory Hong Kong Limited
CRD #284666
SEC #801-118751
CIK #0001727862
AUM $505.1 M (2025-03-10)
Employees 5 (60% Investors, 0% Brokers)
Phone85239564336
AddressUnit 9056, 9/F, ICBC Tower
Hong Kong, Hong Kong
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
80064048032016002011201620212026
Sector Form 13F Holdings Value ($M)
PONY AI Inc 13.6
Agora Inc 8.2
Alphabet Inc 7.3
Elastic NV 5.6
Moderna Inc 0.6
Twilio Inc 0.5
Tesla Motors Inc 0.2
Facebook Inc 0.0
Sinovac Biotech Ltd 0.0
 
 
Holdings by Sector ($M)
70056042028014002016201920222026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Cassini Partners LP - Neumann Advisory Hong Kong Limited Series 2022-03-15 66.1
HF Neumann Capital [2016-08-10] 47.5 439.1
AUM Breakdown Accounts AUM ($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 2 505.1
(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 0 0.0
Total 2 505.1
By Discretionary
Discretionary 2 505.1
Non-Discretionary 0 0.0
Total 2 505.1
By Non-United States Persons
Non-United States Persons 365.9
United States Persons 139.3
Total 2 505.1
Form D Directors # Filings # Firms 2011 - 2025
Kevin Phillip 183
Jianming Shi 11
Fisher Zhang Fei 2
Liang Hai Yang 2
Fisher Zhang 2
EDGAR Form CIK 2011 - 2025
13F-HR [0001727862]
Comparable Firms State AUM ($B)
Tenere Capital LLC
NY 0.5
Medina Value Partners LLC
CA 0.5
Square Circle IA LP
MA 0.5
Landmark Investment Partners LP
FL 0.5
Hurricane Capital Advisors LLC
NY 0.5
RPD Fund Management LLC
0.5
Polar Capital America Corporation
CT 0.5
Otus Capital Management Limited
0.5
One68 Global Capital LLC
NY 0.5
SPX Capital Management LLC
NY 0.5
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