Phoenix Property Investors Limited is an adviser based in Grand Cayman. It manages $4.07 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2013.
Phoenix Property Investors Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. 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 Phoenix Property Investors Limited is $4.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 8941% since the beginning of its operation, and $4.07 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Phoenix Property Investors 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 Samuel Wai Tak Chu is pooled investment vehicles with 15 clients and $4.07 billion of assets under management. Among the 10 most similar advisory firms, Phoenix Property Investors Limited has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.07 billion for 15 clients. 100% of the firm’s clients are foreign persons or businesses.
Phoenix Property Investors Limited also advises several private funds. Namely, thirteen real estate funds and two other private funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
The company employs 82 people that are either part- or full-time employees. 35 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.
Samuel Wai Tak Chu has been acting as President since 1 Nov 2004. Man Chun (Raymond) Ng joined the executive team most recently as the Cco.
The principal office where Phoenix Property Investors Limited performs its advisory services is located at C/O Maples Corporate Services Limited, Grand Cayman, Ky1 1104 The mailing address of the firm is C/O Suite 2806, West Tower, Shun Tak Centre, Hong Kong, . The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +1 345 949 8066 or by fax +1 345 949 8080. The normal business hours are 9 am to 6 pm on Monday - Friday. You can find more information about the New York firm at ppinvestors.com.