RIA Intel›Advisers›PLEIAD INVESTMENT ADVISORS LIMITED

PLEIAD INVESTMENT ADVISORS LIMITED

Advisory

N·HONG KONG

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
-13.8%
3-Year CAGR
-8.8%
Employees
13
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees13
Investment Advisers22
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingJun 19, 2019
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 14 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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