Private fund adviser · Hong Kong, Hong Kong
E Fund Management (hong Kong) Co., Limited
SEC-registered investment adviser · CRD 169726 · SEC 801-78973
At a glance
E Fund Management (hong Kong) Co., Limited is an SEC-registered investment adviser based in Hong Kong, Hong Kong, with $15.7 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 1 individual clients. By Form ADV it is a private fund adviser, ranked 440th of 4,686 private fund advisers and 1,016th of 17,210 SEC-registered advisers by assets.
Main office +85239290988efunds.com.hkAs filed on Form ADV
- Regulatory AUM
- $16B
- Rank among private fund advisers
- #440 of 4,686
- Rank among all SEC RIAs
- #1,016 of 17,210
- Individual clients
- 1
- High-net-worth clients
- 1
- Accounts
- 67
- Discretionary
- 100% of AUM
- Employees
- 99
- Advisory staff
- 22
- Offices
- 1
Owners and executives on its Form ADV
- Jun MaChairman
- Gaohui HuangDeputy Chairman
- LiZhou LOUDirector
- XinRong WUDirector
- Wan Pan TONGManaging Director, Legal and Compliance
- Xue WANGDirector , CEO
- Yue FanDirector
- Feng ShiChief Sales and Marketing Officer
- Yi Hua QiuDirector
- Di WuDirector
- Shuo Ling LiuDirector
Custody and brokerage
3 custodians
- Icbc (asia) Trustee Company Limited$2.1B49%
- J.P. Morgan$1.5B35%
- Standard Chartered Bank (hong Kong) Limited$688M16%
Other RIAs using Icbc (asia) Trustee Company LimitedOther multi-custodian RIAs
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: GF Securities Co., Limited.
- GF Securities Co., Limited
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 34 | $11B | 69% |
| Banking or thrift institutions | 7 | $2.3B | 15% |
| Sovereign wealth funds and foreign official institutions | 1 | $1.5B | 9% |
| Insurance companies | 8 | $845M | 5% |
| Corporations or other businesses | 16 | $199M | 1% |
| High-net-worth individuals | 1 | $0M | <1% |
Disciplinary disclosures
E Fund Management (hong Kong) Co., Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗efunds.com.hk ↗
AtlasMembers
The full record on E Fund Management (hong Kong) Co., Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 782 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does E Fund Management (hong Kong) Co., Limited manage?
E Fund Management (hong Kong) Co., Limited reports $15.7 billion in regulatory assets under management across 67 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is E Fund Management (hong Kong) Co., Limited?
E Fund Management (hong Kong) Co., Limited is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are E Fund Management (hong Kong) Co., Limited’s clients?
By assets, its largest client types are pooled investment vehicles ($10.9 billion, 34 clients); banking or thrift institutions ($2.3 billion, 7 clients); sovereign wealth funds and foreign official institutions ($1.5 billion, 1 clients).
Does E Fund Management (hong Kong) Co., Limited have any disciplinary history?
E Fund Management (hong Kong) Co., Limited reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is E Fund Management (hong Kong) Co., Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →