Atlantis Investment Management (Hong Kong) Ltd is a large advisory firm based in Hong Kong. It manages $881.84 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2013.
Atlantis Investment Management (Hong Kong) 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 Atlantis Investment Management (Hong Kong) Ltd is $881.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -71% since the beginning of its operation, and $881.84 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Atlantis Investment Management (Hong Kong) Ltd 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 Gerard John Morrison is pooled investment vehicles with 13 clients and $813.94 million of assets under management. Among the 7 most similar advisory firms, Atlantis Investment Management (Hong Kong) has the 3rd lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $813.94 million for 13 clients. 100% of the firm’s clients are foreign persons or businesses.
Atlantis Investment Management (Hong Kong) also advises several private funds. Namely, one hedge fund and one other private fund. The minimum investment commitment required of non-related persons ranges from $100,000 to $250,000.
The company employs 17 people that are either part- or full-time employees. 47 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.
Gerard John Morrison has been acting as President since 1 Oct 2000. Lap San Raymond Chan joined the executive team most recently as the Chief Operating Officer.
The principal office where Atlantis Investment Management (Hong Kong) Ltd performs its advisory services is located at 35/F, The Centrium, 60 Wyndham Street,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 011 (852) 2110 6320 or by fax 011 (852) 2110 9378. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at atlantis-investment.com/.