Rayliant Investment Research
- Regulatory AUM
- $203M
- Discretionary
- $203M
- Clients
- 4
- Avg AUM / client
- $50.9M
- Accounts
- 4
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 4 | $203M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hsu, Jason | Owner | Jan 2020 (7y) | ≈ 9.38% – 37.5% via Veritas Liberabit Vos, Llc | |
| Bowers, Michael, J | Director | May 2020 (6y) | Less than 5% | |
| Beattie, Kimmy | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rayliant Global Advisors Ltd | Owner | May 2020 | A | 75% or more |
| Veritas Liberabit Vos, Llc | Owner | Jan 2020 | B | ≈ 18.75% – 50% via Rayliant Global Advisors Ltd |
| East West Bancorp Inc | Owner | Aug 2023 | B | ≈ 18.75% – 50% via Rayliant Global Advisors Ltd |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hsu, Jason: 50% – 75% of Veritas Liberabit Vos, Llc × 25% – 50% of Rayliant Global Advisors Ltd × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Veritas Liberabit Vos, Llc: 25% – 50% of Rayliant Global Advisors Ltd × 75% – 100% direct ≈ 18.75% – 50% of the firm
- East West Bancorp Inc: 25% – 50% of Rayliant Global Advisors Ltd × 75% – 100% direct ≈ 18.75% – 50% 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) | 03/31/2026 | 1.12 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
Services
- • Portfolio management for investment companies
- • Other services
Custody
Reported custodians
- State Street $164M (56% of AUM) Aug 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗