Telligent Investment Management, LLC (Admiralty, Hong Kong)

Name: Telligent Investment Management, LLC
Address: Suite 3403, Tower One Lippo Centre, Admiralty, Hong Kong
Telephone: +852 3150 0888

Telligent Investment Management, LLC is a large advisory firm based in Admiralty, Hong Kong. It manages $195.45 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2004.

Telligent Investment 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.

Telligent Investment Management: assets under management

The assets under management (AUM) of Telligent Investment Management, LLC is $195.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 91% since the beginning of its operation, and $185.55 million of the total AUM is attributable to clients outside of the United States.

The firm manages $195.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $48.86 million each.

Telligent Investment Management has custody of $195.45 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Telligent Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Telligent Investment Management serves?

The only and largest group of clients of Telligent Investment Management is pooled investment vehicles with 4 clients and $195.45 million of assets under management. Among the 10 most similar advisory firms, Telligent Investment Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $195.45 million for 4 clients. 50% of the firm’s clients are foreign persons or businesses.

Telligent Investment Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Telligent Investment Management, LLC

The company employs 13 people that are either part- or full-time employees. 69 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chingshan Lin	Managing member	1 Jan 2000	75% - 100%	1076036
George Yuehshyan Lin	Managing member / chief compliance officer	1 Jan 2000	25% - 50%	2954005
Wai Ho Wong	Chief financial officer	1 Mar 2013	Other	6175132
John Jiun Haun Lin	Chief operating officer	1 Mar 2013	Other	4409996
Chingshan Lin	Managing member / chief investment officer	1 Jul 2017	75% - 100%	1076036
George Yuehshyan Lin	Managing member / chief executive officer	1 Jul 2017	25% - 50%	2954005
John Jiun Haun Lin	Managing director / head of business development	1 Jul 2017	Other	4409996
Sung Kei Ko	Chief compliance officer / business risk manager	1 Jul 2017	Other	6838817

Based in Admiralty, Hong Kong

The principal office where Telligent Investment Management, LLC performs its advisory services is located at Suite 3403, Tower One Lippo Centre, Admiralty, 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 3150 0888 or by fax +852 3150 0777. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at tellcap.com.