Squadron Capital Advisors Limited (Central)

Name: Squadron Capital Advisors Limited
Address: 4601 Cheung Kong Center, Central
Telephone: +852 37560700

Squadron Capital Advisors Limited is a large advisory firm based in Central. It manages $2.03 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2009.

Squadron Capital Advisors Limited provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Squadron Capital Advisors Limited: assets under management

The assets under management (AUM) of Squadron Capital Advisors Limited is $2.03 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.03 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $406.63 million each.

Squadron Capital Advisors Limited has custody of $1.3 billion in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Careers at Squadron Capital Advisors Limited

Alice Ming Chow has been acting as President since 1 Oct 2006. Llc Flag Capital Management joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Squadron Capital Management Limited	Shareholder	1 May 2006	75% - 100%	1
David Glen Pierce	Ceo & director	1 May 2006	Other	5666423
Alice Ming Chow	Director	1 Oct 2006	Other	5666424
Joyce May Wei Chiong	Cco, cfo, director	1 Oct 2006	Other	5670053
Jacob Yeung Bun Chiu	Director	1 Oct 2006	Other	5670055

Indirect Owners

The SEC currently registers 11 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
L.P. Edgewater Investment Partners	Member	1 Jan 2002	25% - 50%	36-4335668
L.P. Streamliner Partners	Member	1 Jan 2002	25% - 50%	06-1568819
1999 Lawrence Descendant's Trust	Limited partner	1 Jan 2002	75% - 100%	36-7297041
Josh L. Frazier Exemption Trust Under The Diana H. Frazier 2000 Descendants Trust	Limited partner	1 Jan 2002	75% - 100%	01-1111111
Louis Peter Lawrence	General partner	1 Jan 2002	Other	5078727
Diana Human Frazier	General partner	1 Jan 2002	Other	5078729
The Mountain Trust Company	Shareholder	1 Dec 2004	75% - 100%	1
The Mountain Trust Company (Trustee Of The Micharo Trust)	Shareholder	1 Dec 2004	Other	1
The Micharo Trust	Shareholder	1 Dec 2004	75% - 100%	foreign entity
Search Investment Office Limited	Shareholder	1 May 2006	75% - 100%	1
Llc Flag Capital Management	Shareholder	1 Dec 2012	75% - 100%	139068

Based in Central

The principal office where Squadron Capital Advisors Limited performs its advisory services is located at 4601 Cheung Kong Center, 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 37560700 or by fax +852 37560701. The normal business hours are 9:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at squadroncapital.com/.