S
$13.4M Total AUM
$11.8M Disc. AUM
-- 3Y CAGR
4 Employees
19 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Hsbc · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-1992
- Office Locations
- 1
Office Locations
15E 15/F, THE Phoenix Building 23 Luard Road Wanchai --
About South Ocean Management Ltd.
South Ocean Management Ltd. is a Hong Kong-based investment manager serving retail and institutional investors. The firm focuses on fundamental, value-oriented investing in Hong Kong-listed small- and mid-cap companies positioned to benefit from China’s growth and regional transformation. Established in 1992.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$703.7K AVG AUM / CLIENT
31.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
0 RIA Reps
34yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
RICHARD MCCONNELL
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
A
ALEXANDER TUEKER MCCONNELL
--
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,836,169 | $696,245 |
| Non-Discretionary | $1,534,808 | $767,404 |
| Total | $13,370,977 | $703,736 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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