Coalescence Partners Investment Management Lp
- Regulatory AUM
- $428M
- Discretionary
- $428M
- Clients
- 6
- Avg AUM / client
- $71.4M
- Accounts
- 6
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $428M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $205M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Coalescence Global Opportunities Fund Lp | Hedge Fund | Delaware | $152M | 17 |
| New Hope Coalescence Global Opportunities Holdings Ii, Llc master | Private Equity Fund | Delaware | $29.1M | 2 |
| New Hope Coalescence Global Opportunities Holdings, Llc master | Private Equity Fund | Delaware | $24.0M | 2 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gao, Hai, Nmn | Limited Partner | Jul 2016 (10y) | ≈ 0% – 5% via Cpim Gp, Llc. | |
| Liu, Yiting, Nmn | Limited Partner | Jul 2016 (10y) | 5% – 10% | |
| Guo, Lunjiang, Nmn | Trustee | Jan 2020 (7y) | GP / trustee / elected manager of Gao Family Gst Exempt Trust (indirect) | |
| Yu, Qijie | Chief Compliance Officer/Controller | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hflg Investments Llc | Limited Partner | Feb 2022 | A | 50% – 75% |
| Gao Family Gst Exempt Trust | Limited Partner | Nov 2016 | A | 10% – 25% |
| Cpim Gp, Llc. | General Partner | Jul 2016 | A | Less than 5% |
| Hflg Investment Trust | Shareholder | Dec 2020 | B | ≈ 37.5% – 75% via Hflg Investments Llc |
| Wilmington Savings Fund Society, Fsb | Trustee | Dec 2020 | B | GP / trustee / elected manager of Hflg Investment Trust (indirect) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gao, Hai, Nmn: 75% – 100% of Cpim Gp, Llc. × 0% – 5% direct ≈ 0% – 5% of the firm
- Hflg Investment Trust: 75% – 100% of Hflg Investments Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $205M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Coalescence Global Opportunities Fund Lp | Hedge Fund | $152M | $1.0M | 17 |
| New Hope Coalescence Global Opportunities Holdings Ii, Llc | Private Equity Fund | $29.1M | $1.0M | 2 |
| New Hope Coalescence Global Opportunities Holdings, Llc | Private Equity Fund | $24.0M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Bank Julius Baer & Co. Ltd. $672M (66% of AUM) Apr 2021
- Citic Securities Company Limited $7.5M (5% of AUM) Jul 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗