Neumann Advisory Hong Kong LTD
Neumann Advisory Hong Kong Limited is an investment advisory firm headquartered in Hong Kong. Founded in 2015, the firm specializes in financial advisory and wealth management services, serving individuals, businesses, and investment companies with tailored strategies designed to achieve client-specific objectives. Neumann Advisory Hong Kong Limited operates with a small team structure and is wholly owned by Neumann Advisors.
Investment Strategy
Neumann Advisory Hong Kong Limited offers discretionary investment management, focusing on global equities across technology and growth sectors, with a portfolio including positions in major technology companies such as Tesla, Meta Platforms, and Alphabet. The firm prioritizes a flexible, client-centric approach, charging fees based on assets under management and performance relative to benchmarks.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | 75.58% | $297.3M | 668,608 | $27.99 | $444.72 | +$83.4M |
G GOOGL | ALPHABET INC | 7.68% | $30.2M | 124,239 | $219.61 | $243.10 | +$22.9M |
M META | META PLATFORMS | 7.19% | $28.3M | 38,537 | $176.04 | $734.38 | -$143.0K |
P PONY | PONY AI INC | 5.90% | $23.2M | 1,031,880 | $14.35 | $22.49 | +$9.6M |
A API | AGORA INC | 1.77% | $7.0M | 1,819,355 | $39.53 | $3.82 | -$1.2M |