Mz Asset Management Limited is an adviser based in Hong Kong. It manages $167.97 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2017.
Mz Asset Management Limited provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mz Asset Management Limited is $167.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 257% since the beginning of its operation, and $76.4 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Mz Asset Management Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Mz Asset Management Limited is corporations or other businesses with 3 clients and $83.09 million of assets under management. Among the 7 most similar advisory firms, Mz Asset Management Limited has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $167.97 million for 5 clients. 20% of the firm’s clients are foreign persons or businesses.
Mz Asset Management Limited also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Mz Asset Management Limited performs its advisory services is located at Office 2014, 20/F, V Point, Hong Kong, , which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 852 3461 9479 or by fax 852 3461 9774. The normal business hours are 9:00am-6:00pm on Monday - Friday.