Amy Hu is a CFA-designated registered investment advisor at Grandeur Peak Global Advisors, based in Salt Lake City, UT, with 10 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Grandeur Peak Global manages investments for mutual funds, private funds, and separately managed accounts.
For separately managed accounts, the management fee for the International Opportunities strategy is 1.15% annually on the first $60 million and 0.90% on assets above $60 million. The management fee for the Global Stalwarts and International Stalwarts offerings is 0.70% annually. The management fee for the Global Explorer offering is 0.90% annually. Some clients pay performance-based fees.
Location
136 S Main St, Ste 720, Salt Lake City, UT, 84101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy is the trustee of the Hu Family Trust since 1999 and proprietor of Metropolitan Management since 2002, both related to her family's real estate business. Amy spends minimal time on these activities, and they do not typically occur during US securities trading hours.
Employment History
Current Registrations
Grandeur Peak Global Advisors
State Registrations1 state
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