Tree Line Advisors (Hong Kong) Ltd (Hong Kong)

Name: Tree Line Advisors (Hong Kong) Ltd
Address: Suite 1707, Two Exchange Square, Central, Hong Kong
Telephone: 852-2106-0188

Tree Line Advisors (Hong Kong) Ltd is a large advisory firm based in Hong Kong. It manages $872.52 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.

Tree Line Advisors (Hong Kong) 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.

Tree Line Advisors (Hong Kong): assets under management

The assets under management (AUM) of Tree Line Advisors (Hong Kong) Ltd is $872.52 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -24% since the beginning of its operation, and $872.52 million of the total AUM is attributable to clients outside of the United States.

The firm manages $872.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $872.52 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tree Line Advisors (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.

What kind of clients Zaheer Abbas Sitabkhan serves?

The only and largest group of clients of Zaheer Abbas Sitabkhan is pooled investment vehicles with 1 clients and $872.52 million of assets under management. Among the 10 most similar advisory firms, Tree Line Advisors (Hong Kong) has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $872.52 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Tree Line Advisors (Hong Kong) also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Tree Line Advisors (Hong Kong) Ltd

The company employs 15 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people 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.

Zaheer Abbas Sitabkhan has been acting as President since 1 Feb 2006. Pilinja Badrinarayan joined the executive team most recently as the Tree Line Advisors (Singapore) Pte Limited (Relying Adviser), Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Zaheer Abbas Sitabkhan	Director	1 Feb 2006	Other	4378703
Tree Line Investment Management Limited	Shareholder	1 Feb 2006	75% - 100%	foreign entity
Robert Alexander Young Herries	Chief compliance officer and chief operating officer	1 Feb 2006	Other	5145521
Katherine Tan	Director	1 Feb 2006	25% - 50%	5270902
Catherine Tan	Director	1 Feb 2006	25% - 50%	5270902
Zaheer Abbas Sitabkhan	Tree line advisors (singapore) pte limited (relying adviser), director	1 Mar 2006	Other	4378703
Tree Line Investment Management Limited	Tree line advisors (singapore) pte limited (relying adviser), shareholder	1 Mar 2006	75% - 100%	foreign entity
Robert Alexander Young Herries	Chief compliance officer and chief operating officer and director	1 May 2006	Other	5145521
Zaheer Sitabkhan Five Year Grat	Trust	1 Nov 2006	Other	xxx-xx-xxxx
Adam Alexander Le Mesurier	Tree line advisors (singapore) pte limited (relying adviser), director	1 Dec 2009	Other	6049727
Robert Alexander Young Herries	Tree line advisors (singapore) pte limited (relying adviser), director	1 Dec 2009	Other	5145521
Angus Scott Potter	Tree line advisors (singapore) pte limited, director	1 Feb 2010	Other	6049729
Adam Alexander Le Mesurier	Tree line investment management limited (relying adviser), director	1 Sep 2010	Other	6049727
Arthur Jameskay Stubbs	Tree line investment management limited (relying adviser), director	1 Oct 2010	Other	2883085
Sitabkhan Family Trust De Trust	Trust	1 Dec 2011	Other	xxx-xx-xxxx
Srivatsa Kumar Kishore	Tree line advisors (singapore) pte limited (relying adviser), director	1 Jun 2012	Other	6090334
Pilinja Badrinarayan	Tree line advisors (singapore) pte limited (relying adviser), director	1 Dec 2012	Other	6176819

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Zaheer Abbas Sitabkhan	Trust	1 Nov 2006	Other	4378703

Based in Hong Kong

The principal office where Tree Line Advisors (Hong Kong) Ltd performs its advisory services is located at Suite 1707, Two Exchange Square, 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 852-2106-0188 or by fax 852-2810-1999. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at treelineim.com.