Zentific Investment Management Limited is an adviser based in Hong Kong. It manages $906.32 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2015.
Zentific Investment Management Limited provides portfolio management for pooled investment vehicles. 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 Zentific Investment Management Limited is $906.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 216% since the beginning of its operation, and $302.35 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Zentific Investment Management Limited for their services and products based on a percentage of assets under management and performance-based fees. 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.
The only and largest group of clients of Rohit Bhagat is pooled investment vehicles with 5 clients and $906.32 million of assets under management. Among the 8 most similar advisory firms, Zentific Investment Management Limited has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $906.32 million for 5 clients. 33% of the firm’s clients are foreign persons or businesses.
Zentific Investment Management Limited also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $1,000,000.
The company employs 11 people that are either part- or full-time employees. 45 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.
Rohit Bhagat has been acting as President since 1 Jun 2015. William Harris Yeskel joined the executive team most recently as the Director.
The principal office where Zentific Investment Management Limited performs its advisory services is located at 2701, Lht Tower, 31 Queen's Road Central, 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 852-3163-8177. The normal business hours are 9am-6pm on Monday - Friday.