Xy Investments (Hk) Ltd
- Regulatory AUM
- $8.9M
- Discretionary
- $8.9M
- Clients
- 3
- Avg AUM / client
- $3.0M
- Accounts
- 3
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 16, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $8.9M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $31.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Xy China Enhanced Equity Master Fund Ltd master | Hedge Fund | Cayman Islands | $31.9M | 8 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zhou, Xin | Owner And Ceo | Mar 2014 (12y) | ≈ 37.5% – 75% via Shanghai Xy Investments Llc | |
| Tang, Tony, Tao | Owner And Director | Jun 2016 (10y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Shanghai Xy Investments Llc | Owner | Aug 2016 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zhou, Xin: 75% – 100% of Shanghai Xy 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 (1, $31.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Xy China Enhanced Equity Master Fund Ltd | Hedge Fund | $31.9M | $1.0M | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/16/2025 | 1.22 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
- State Street $22.0M (21% of AUM) Sep 2023
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: Sep 16, 2025.
View current Form ADV (SEC/IAPD) ↗