South Ocean Management is an investment advisor that invests primarily in small and mid-sized companies listed in Hong Kong. South Ocean tailors its investment strategy to the individual needs of its clients. South Ocean also manages a Delaware Limited Partnership, Hong Kong Partners LP, for individual investors and institutions.
Assets Under Management$11M
Clients19
AdvisorsN/A
Avg. per Client$570K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
South Ocean may receive a performance fee from the Hong Kong Partners LP Fund at an annual rate of 15% of the Fund's net annual profit, calculated at year-end.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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