WELKIN CAPITAL MANAGEMENT LIMITED
Adviser information for WELKIN CAPITAL MANAGEMENT LIMITED last updated from Form ADV on March 27th, 2024. 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 | DECEMBER |
| Legal Location | Cayman Islands |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-108928 |
|---|---|
| SEC ERA File Number | 802-108928 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 286114 |
| Legal Entity Identifier | None |
Principal Office
190 ELGIN AVENUE,GEORGE TOWN,
GRAND CAYMAN
Cayman Islands
Monday - Friday, 9AM-6PM
Tel: (+1) 345-943-3100, Fax: (+1) 345-945-4757
Websites
Chief Compliance Officer
CHRISTOPHER FONG
CHIEF OPERATING OFFICER
SUITE 1202B, THE CENTRIUM,
60 WYNDHAM STREET,
CENTRAL
Hong Kong
Tel:
+852-2899-7110
Fax:
+852-2899-0528
C*********@****************M
(Full email address available in API data)
Industry Affiliates
| SHANGHAI WELKIN PRIVATE EQUITY INVESTMENT MANAGEMENT CO., LTD | Other investment adviser, including financial planners |
| WCP II GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| WELKIN CAPITAL MANAGEMENT (ASIA) LIMITED | Other investment adviser, including financial planners |
| WELKIN INVESTMENT PARTNERS 13 GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| WELKIN INVESTMENT PARTNERS 15 GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| WELKIN INVESTMENT PARTNERS GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| WELKIN CAPITAL PARTNERS II, L.P. | Private Equity Fund | $202.1M | $0.0M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KONG, JOHNNY SHAN | Individual | WELKIN GROUP LIMITED | ULTIMATE BENEFICIAL OWNER | 03/2012 | 25-50% |
| LIANG, SAI YIP JUSTINO | Individual | WELKIN GROUP LIMITED | ULTIMATE BENEFICIAL OWNER | 05/2013 | 25-50% |
| WCP II GP LIMITED | Foreign Entity | – | THE GP OF WELKIN CAPITAL PARTNERS II, L.P | 04/2017 | < 5% |
| WELKIN CAPITAL MANAGEMENT HOLDINGS LIMITED | Foreign Entity | – | SHAREHOLDER OF WELKIN CAPITAL MANAGEMENT LIMITED (THE "ADVISER") | 04/2012 | > 75% |
| WELKIN CAPITAL MANAGEMENT LIMITED | Foreign Entity | – | SHAREHOLDER OF WELKIN CAPITAL MANAGEMENT (ASIA) LIMITED (THE "SUB-ADVISER") | 04/2015 | > 75% |
| WELKIN GROUP LIMITED | Foreign Entity | WELKIN CAPITAL MANAGEMENT HOLDINGS LIMITED, WELKIN GP HOLDINGS LIMITED | SHAREHOLDER OF WELKIN CAPITAL MANAGEMENT HOLDINGS LIMITED, WELKIN GP HOLDINGS LIMITED | 04/2012 | > 75% |
| CULLINANE, JOHN HENRY | Individual | – | DIRECTOR OF THE ADVISER | 12/2015 | < 5% |
| KONG, JOHNNY SHAN | Individual | – | DIRECTOR AND CEO OF THE SUB-ADVISER | 04/2015 | < 5% |
| FONG, CHRISTOPHER KIN-FUNG | Individual | – | DIRECTOR OF THE ADVISER AND SUB-ADVISER, CCO OF THE ADVISER, CCO & COO OF THE SUB-ADVISER | 04/2012 | < 5% |
| WELKIN CAPITAL MANAGEMENT (HK) LIMITED | Foreign Entity | – | SHAREHOLDER OF SHANGHAI WELKIN VENTURE INVESTMENT MANAGEMENT CO., LTD | 04/2011 | > 75% |
| WELKIN CAPITAL MANAGEMENT LIMITED | Foreign Entity | WELKIN CAPITAL MANAGEMENT (HK) LIMITED | SHAREHOLDER OF WELKIN CAPITAL MANAGEMENT (HK) LIMITED | 10/2010 | > 75% |
| MEDLEY, LAURA, JANE | Individual | – | DIRECTOR OF THE ADVISER | 03/2017 | < 5% |
| WELKIN PARTNERS LLC | Foreign Entity | WELKIN CAPITAL MANAGEMENT HOLDINGS LIMITED | PARTNER | 01/2023 | > 75% |