Vanheel Management Limited is a large advisory firm based in Hong Kong S.A.R.. It manages $150 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2016.
Vanheel Management Limited provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm also engages as independent asset management company.
The assets under management (AUM) of Vanheel Management Limited is $150 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and $149 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Vanheel Management 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.
The only and largest group of clients of Harald Frederik Dudok Van Heel is high net worth individuals with 25 clients and $150 million of assets under management. Among the 8 most similar advisory firms, Vanheel Management Limited has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $150 million for 25 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 88% of the firm’s clients are foreign persons or businesses.
Vanheel Management Limited doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Harald Frederik Dudok Van Heel has been acting as President since 1 Apr 2002. Bruce Douglas Voncannon joined the executive team most recently as the Managing Director, Chief Compliance Officer.
The principal office where Vanheel Management Limited performs its advisory services is located at Suite 1702, St. George's Building, Hong Kong S.A.R., , 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 2521 5880 or by fax +852 3184 0020. The normal business hours are 9:00am - 5:00pm on Monday - Friday.