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VALUE PARTNERS HONG KONG LIMITED

Advisory

N·HONG KONG

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM

$5.2B

1-Year AUM Growth

-9.5%

3-Year CAGR

-23.4%

Employees

25

Assets Under Management

Total AUM$5.2B

Discretionary AUM$5.1B

Non-Discretionary AUM$178M

Discretionary %96.6%

Total Clients25

Team

Total Employees25

Investment Advisers104

Employee Growth (1Y)-3.2%

Filing History

Total Filings on Record32

First FilingMay 17, 2011

Latest FilingMar 17, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VALUE PARTNERS HONG KONG LIMITED

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.