UG Investment Advisers Ltd

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Assets, Funds, Holdings

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UG Investment Advisers Ltd
CRD #167183
SEC #801-78224
CIK #0001697814
AUM $3.2 B (2025-06-09)
Employees 40 (32% Investors, 0% Brokers)
Phone886920429057
Address11F, No 95, Section 2, Dunhua S Road
Taipei, Taiwan, Republic of China
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
4.03.22.41.60.80.02011201620212026
CIK Period
0001697814
Sector Form 13F Holdings Value ($M)
Alibaba Group Holding Ltd 200.1
Micron Technology Inc 101.8
Qualcomm Inc/DE 92.3
Amkor Technology Inc 23.3
KE Holdings Inc 22.9
Nvidia Corp 8.3
Hewlett Packard Enterprise Co 3.4
Broadcom Inc 2.3
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 3.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2 3.2
By Discretionary
Discretionary 0 0.0
Non-Discretionary 2 3.2
Total 2 3.2
By Non-United States Persons
Non-United States Persons 3.2
United States Persons 0.0
Total 2 3.2
EDGAR Form CIK 2011 - 2025
13F-HR [0001697814]
Comparable Firms State AUM ($B)
Upfront Ventures Management LLC
CA 3.3
Profund Advisors LLC
MD 3.3
BCSF Advisors LP
MA 3.3
Five Arrows Managers North America LLC
CA 3.2
Pacific Oak Capital Advisors LLC
CA 3.2
WFM Asia HK Limited
3.2
Apollo Investment Management LP
NY 3.2
Foundry Group LLC
CO 3.2
Lincoln Advisory Group LLC
IL 3.2
Antares Capital Credit Advisers LLC
IL 3.1
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