Sail Advisors Limited (Central)

Name: Sail Advisors Limited
Address: 57 Th Floor, Cheung Kong Center, 2 Queen's Road, Central
Telephone: +852-2525-1211

Sail Advisors Limited is a large advisory firm based in Central. It manages $2.02 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2010.

Sail Advisors 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.

Sail Advisors Limited: assets under management

The assets under management (AUM) of Sail Advisors Limited is $2.02 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.02 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $403.35 million each.

Sail Advisors Limited has custody of $2.02 billion in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sail Advisors Limited for their services and products based on a percentage of assets under management. 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 Sail Advisors Limited

Andy Sh Tang joined the executive team most recently as the Head Of Risk Management.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Yan Yan Li	Chief operating officer / chief compliance officer	1 Apr 2007	Other	5039059
Sail Advisors Group Limited	Owner	1 Feb 2008	75% - 100%	foreign
Vincent Duhamel	Senior managing director & ceo	1 Sep 2008	Other	4425845
Miodrag Janjusevic	Chief risk officer & managing director	1 Apr 2009	Other	5792095
Harold Steven Yoon	Chief investment officer & managing director	1 Jul 2009	Other	3127518
John M Williamson	Chief executive officer	1 Nov 2011	Other	6004784
Udomsith Tommy Kriengprarthana	Chief risk officer	1 Jan 2012	Other	4651775
Andy Sh Tang	Head of risk management	1 Sep 2015	Other	6626831
Andy Tang	Head of risk management	1 Sep 2015	Other	6626831

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Micharo Trust	Shareholder	1 Dec 2004	75% - 100%	foreign
The Mountain Trust Company	Trustee	1 Dec 2004	75% - 100%	foreign
Search Investment Office Limited	Shareholder	1 Feb 2008	75% - 100%	foreign

Based in Central

The principal office where Sail Advisors Limited performs its advisory services is located at 57 Th Floor, Cheung Kong Center, 2 Queen's Road, Central, , which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +852-2525-1211 or by fax +852-2810-1572. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at sailfunds.com.