Hmount Asset Management (Hk) Limited
- Regulatory AUM
- $290M
- Discretionary
- $255M
- Clients
- 2
- Avg AUM / client
- $145M
- Accounts
- 2
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $290M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shan, Dan | Chief Financial Officer/ Chief Compliance Officer/ Executive Director | Jul 2015 (11y) | ≈ 37.5% – 75% via Mountain Holdings Limited | |
| Tong, Yan | Chief Executive Officer / Executive Director | Jul 2015 (11y) | Less than 5% | |
| Xiang, Yun | Non Executive Director | Jun 2017 (9y) | 50% – 75% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mountain Holdings Limited | Holding Company Of Hmount Asset Management (Hk) Limited | Jul 2015 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Shan, Dan: 75% – 100% of Mountain Holdings Limited × 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 905 KB | 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
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗