Atlantis Investment Management Limited (Hong Kong)

Name: Atlantis Investment Management Limited
Address: 35/F, The Centrium, 60 Wyndham Street,Central, Hong Kong
Telephone: 011 (852) 2110 6320

Atlantis Investment Management Limited is a large advisory firm based in Hong Kong. It manages $524.05 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2019.

Atlantis Investment Management Limited provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atlantis Investment Management Limited: assets under management

The assets under management (AUM) of Atlantis Investment Management Limited is $524.05 million, all of which is managed in discretionary accounts. $524.05 million of the total AUM is attributable to clients outside of the United States.

The firm manages $524.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34.94 million each.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atlantis Investment Management Limited 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 Gerard John Morrison serves?

The only and largest group of clients of Gerard John Morrison is pooled investment vehicles with 13 clients and $480.37 million of assets under management. Among the 10 most similar advisory firms, Atlantis Investment Management Limited has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $480.37 million for 13 clients. 100% of the firm’s clients are foreign persons or businesses.

Atlantis Investment Management Limited also advises several private funds. Namely, one hedge fund and one other private fund. The minimum investment commitment required of non-related persons is $25,000 for each fund.

Careers at Atlantis Investment Management Limited

The company employs 17 people that are either part- or full-time employees. 47 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.

Gerard John Morrison has been acting as President since 1 Oct 2000. William Huang joined the executive team most recently as the General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerard John Morrison	Director	1 Oct 2000	Other	4391954
Yang Nmn Liu	Chairman	1 Aug 2002	Other	4681115
Atlantis Capital Holdings Limited	Owner	1 Sep 2011	75% - 100%	foreign
Lap San Raymond Chan	Chief operating officer	1 May 2018	Other	6983033
William Huang	General counsel	1 Aug 2018	Other	7127819

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Yang Nmn Liu	Owner	1 Sep 2010	75% - 100%	4681115

Based in Hong Kong

The principal office where Atlantis Investment Management Limited performs its advisory services is located at 35/F, The Centrium, 60 Wyndham Street,Central, 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 011 (852) 2110 6320 or by fax 011 (852) 2110 9378. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at atlantis-investment.com/.