Marco Polo Investments (Cayman Islands) Limited (Hong Kong Sar)

Marco Polo Investments (Cayman Islands) Limited is a large advisory firm based in Hong Kong Sar. It manages $175 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.

Marco Polo Investments (Cayman Islands) Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marco Polo Investments (Cayman Islands) Limited: assets under management

The assets under management (AUM) of Marco Polo Investments (Cayman Islands) Limited is $175 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2544% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $175 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marco Polo Investments (Cayman Islands) Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Marco Polo Investments (Cayman Islands) Limited

Alan Jeffrey Landau joined the executive team most recently as the President; Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Aaron Scott Boesky	Chief executive officer	1 Sep 2004	25% - 50%	5079556
Mun Wah Wan	Chief investments officer	1 Sep 2004	Other	5079561
Wing Mui Chris Tang	Chief operating officer	1 Sep 2004	Other	5079563
Stirling Finance Limited	Shareholder	1 Sep 2005	Other	05281945
Alan Jeffrey Landau	President; chief compliance officer	1 Sep 2007	Other	2943948

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Stuart Hamilton Leckie	Sole director	1 Mar 1998	75% - 100%	5096061

Based in Hong Kong Sar

The principal office where Marco Polo Investments (Cayman Islands) Limited performs its advisory services is located at 2202 Tower Two, Lippo Centre, Hong Kong Sar, , which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 852-3426-8806 or by fax 852-3426-8801. The normal business hours are 9am to 5pm on Monday - Friday.