UG Investment Advisers Ltd

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
UG Investment Advisers Ltd
CRD #167183
SEC #801-78224
CIK #0001697814
AUM 4,675.2 M (2026-04-15)
Employees 39 (31% Investors, 0% Brokers)
Phone886920429057
Address11F, No 95, Section 2, Dunhua S Road
Taipei, Taiwan, Republic of China
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
5.04.03.02.01.00.02010201520212027
Sector Form 13F Holdings Value ($M)
Micron Technology Inc 30.9
Alibaba Group Holding Ltd 18.7
Qualcomm Inc/DE 18.1
Nvidia Corp 9.5
Lumentum Holdings Inc 7.5
II-VI Inc 6.3
Rogers Corp 5.7
Broadcom Inc 4.0
Kanzhun Ltd 4.0
Proshares Trust II 3.0
View All
Holdings by Sector ($M)
70056042028014002016201920232027
AUM Breakdown Accounts AUM ($B)
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 4.7
(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 4.7
By Discretionary
Discretionary 0 0.0
Non-Discretionary 2 4.7
Total 2 4.7
By Non-United States Persons
Non-United States Persons 4.7
United States Persons 0.0
Total 2 4.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001697814]
Firm Profile (Form ADV)
Discretionary AUM$0.6B
ServesInstitutional
LEI549300GFJ1VLTTOXG254
Comparable Firms State AUM
Pertento Advisors LLC
4,767.5 M
Claros REIT Management LP
NY 4,762.3 M
Axiom Alternative Investments SARL
4,730.9 M
Kotak Mahindra Asset Management Singapore PTE Ltd
4,698.8 M
Pacific Financial Group LLC
TN 4,686.1 M
Haussmann 1864 Capital Management LLC
NY 4,604.9 M
Fundstrat Capital LLC
NY 4,603.0 M
Stable Asset Management LP
NY 4,600.0 M
1932 Investment Management LLC
NJ 4,596.5 M
Boston Trust Walden Inc
MA 4,583.1 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com