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Type	Result	AUM

HSBC Investment Funds- Balanced Fund
Firm	HSBC Global Asset Management UK Limited ✚
Fund #	805-4380165786
CIK #
Sale
Fund	Other Private Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director
Custodian
Auditor	KPMG, KPMG LLP
Marketer
Broker
Jurisdiction

Form D Offering
Investors	5,972

Comparable Firms	State	AUM
Outlander Management LLC ✚		378.8 M
Manulife Investment Management North America Limited ✚		377.8 M
Olde Wealth Management LLC ✚		376.9 M
Dover Advisors LLC ✚		375.7 M
Oakum Bay Capital LLC ✚		374.0 M
Odyssean LLC ✚		373.3 M
UniWealth Advisors Inc ✚		373.2 M
Margna Peak Advisors AG ✚		372.5 M
Bestige Holdings LLC ✚		372.4 M
Callahan Wealth Advisory LLC ✚		372.2 M

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