VANHEEL MANAGEMENT LIMITED
Adviser information for VANHEEL MANAGEMENT LIMITED last updated from Form ADV on September 28th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | JUNE |
Legal Location | Hong Kong |
Employees
Total Number of Employees | 8 |
---|---|
Investment Advisory/Research | 8 |
Registered Broker-Dealer Representatives | 8 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 47 | $185.5M |
Non-Discretionary | 0 | $0 |
Total | 47 | $185.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 47 | $185.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 93 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Other Business Activities | INDEPENDENT ASSET MANAGEMENT COMPANY |
Identifiers
SEC RIA File Number | 801-107196 |
---|---|
SEC ERA File Number | 801-107196 |
SEC CIK Numbers | None |
SEC CRD Numbers | 282064 |
Legal Entity Identifier | LOCAL HK SFC AHV873 |
Principal Office
SUITE 1702, ST. GEORGE'S BUILDING2 ICE HOUSE STREET, CENTRAL, HONG KONG
HONG KONG S.A.R.
China
Monday - Friday, 9:00AM - 5:00PM
Tel: +852 2521 5880, Fax: +852 3184 0020
Chief Compliance Officer
BRUCE VONCANNON
MANAGING DIRECTOR
SUITE 1702, ST. GEORGE'S BUILDING
2 ICE HOUSE STREET, CENTRAL, HONG KONG
HONG KONG S.A.R.
Hong Kong
Tel:
+852 2521 5880
Fax:
+852 3184 0020
B****@*************K
(Full email address available in API data)
Regulatory Contact
HARALD DUDOK VAN HEEL
DIRECTOR
SUITE 1702, ST. GEORGE'S BUILDING
2 ICE HOUSE STREET
HONG KONG
Hong Kong
Tel:
+852 2521 5880
Fax:
+852 3184 0020
H*****@*************K
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
VONCANNON, BRUCE, DOUGLAS | Individual | – | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | 12/2014 | < 5% |
Dudok Van Heel, Harald, Frederik | Individual | – | CHAIRMAN | 04/2002 | > 75% |