Magnum Research Global Limited (Hong Kong)

Name: Magnum Research Global Limited
Address: 19/F., Cambridge House, Taikoo Place, Hong Kong, 000000
Telephone: 852-21552816

Magnum Research Global Limited is an adviser based in Hong Kong. It manages $5 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.

Magnum Research Global Limited provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Magnum Research Global Limited: assets under management

The assets under management (AUM) of Magnum Research Global Limited is $5 million, all of which is managed in discretionary accounts. $5 million of the total AUM is attributable to clients outside of the United States.

The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Magnum Research Global Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Magnum Research Global Limited serves?

The only and largest group of clients of Magnum Research Global Limited is individuals with 20 clients and $5 million of assets under management. Among the 6 most similar advisory firms, Magnum Research Global Limited has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $5 million for 20 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

Magnum Research Global Limited doesn't advise any private funds.

Careers at Magnum Research Global Limited

The company employs 8 people that are either part- or full-time employees. 25 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chunran Lei	Director, shareholder	1 Sep 2017	25% - 50%	6853543
Huang Yao Tung	Director, shareholder	1 Sep 2017	25% - 50%	6894619

Based in Hong Kong

The principal office where Magnum Research Global Limited performs its advisory services is located at 19/F., Cambridge House, Taikoo Place, Hong Kong, 000000, 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 852-21552816. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at aqumonx.com.