Ccszf Management LLC is a large advisory firm based in Westport. It manages $8.81 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Connecticut.
Ccszf Management 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 Ccszf Management LLC is $8.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 17511% since the beginning of its operation, and $8.81 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ccszf Management LLC for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Stephen Puicheung Siu is pooled investment vehicles with 1 clients and $8.81 billion of assets under management. Among the 7 most similar advisory firms, Ccszf Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $8.81 billion for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Ccszf Management 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 6 people that are either part- or full-time employees. 50 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.
Stephen Puicheung Siu has been acting as President since 1 Mar 2016. Ju James Zhao joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ccszf Management LLC performs its advisory services is located at 10 Wright Street, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-635-8079. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.