Oberweis Asset Management (Hong Kong) Limited (Central)

Oberweis Asset Management (Hong Kong) Limited is an adviser based in Central. It manages $72.09 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018.

Oberweis Asset Management (Hong Kong) Limited provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oberweis Asset Management (Hong Kong) Limited: assets under management

The assets under management (AUM) of Oberweis Asset Management (Hong Kong) Limited is $72.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $72.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $72.09 million each.

What kind of clients Oberweis Asset Management (Hong Kong) Limited serves?

The only and largest group of clients of Oberweis Asset Management (Hong Kong) Limited is investment companies with 1 clients and $72.09 million of assets under management. Among the 0 most similar advisory firms, Oberweis Asset Management (Hong Kong) Limited has the 0th lowest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $72.09 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Oberweis Asset Management (Hong Kong) Limited doesn't advise any private funds.

Careers at Oberweis Asset Management (Hong Kong) Limited

The company employs 3 people that are either part- or full-time employees. 100 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Brian Joyce	Chief compliance officer, chief financial officer, executive vice president, director	1 Feb 2018	Other	1283940
James Walter Oberweis	Chairman, director	1 Feb 2018	Other	2363059
Oberweis Asset Management Inc	Shareholder	1 Feb 2018	75% - 100%	105471

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
James Walter Oberweis	President, director	1 Nov 1994	25% - 50%	2363059

Based in Central

The principal office where Oberweis Asset Management (Hong Kong) Limited performs its advisory services is located at 2837, 28/F, Aia Central, Central, , 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 852.3651.6228. The normal business hours are 9:00am - 6:00pm on Monday - Friday.