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Broker-dealer firm · Hong Kong S.A.R., China

Vanheel Management Limited

SEC-registered investment adviser · CRD 282064 · SEC 801-107196

At a glance

Vanheel Management Limited is an SEC-registered investment adviser based in Hong Kong S.A.R., China, with $197 million in regulatory assets under management as of its Form ADV filed September 23, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 49 individual clients. By Form ADV it is a broker-dealer firm, ranked 286th of 391 broker-dealer firms and 12,297th of 17,210 SEC-registered advisers by assets.

Main office +85225215880As filed on Form ADV

Regulatory AUM
$197M
Rank among broker-dealer firms
#286 of 391
Rank among all SEC RIAs
#12,297 of 17,210
Individual clients
49
High-net-worth clients
49
Accounts
49
Discretionary
100% of AUM
Employees
8
Advisory staff
8
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Vanheel Management Limited’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Vanheel Management Limited is a hybrid RIA: 8 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.

Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals49$197M100%

Disciplinary disclosures

Vanheel Management Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Vanheel Management 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, 9 years of filings
Locked
Growth over one, three and five years
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Rank against 149 peers of its type and size
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Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Vanheel Management Limited manage?

Vanheel Management Limited reports $197 million in regulatory assets under management across 49 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 23, 2026.

What kind of firm is Vanheel Management Limited?

Vanheel Management Limited is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.

Who are Vanheel Management Limited’s clients?

By assets, its largest client types are high-net-worth individuals ($197 million, 49 clients).

Does Vanheel Management Limited have any disciplinary history?

Vanheel Management 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 Vanheel Management 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 (2026-09-23), 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 →