Wfm Asia (Hk) Limited
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 2
- Avg AUM / client
- $1.3B
- Accounts
- 2
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $2.6B | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mitera, Vineet | Director & Chief Investment Officer | Mar 2011 (15y) | ≈ 56.25% – 100% via Wfm Asia (Bvi) Limited | |
| Chester, Daphne, Reynolds | Director & President | Feb 2017 (10y) | Less than 5% | |
| Ernst, Graham, Sargent | Chief Operating Officer | Aug 2017 (9y) | Less than 5% | |
| Ng, Marcus, Bing Kwan | Chief Financial Officer | May 2018 (8y) | Less than 5% | |
| Yong, Gwendoline, Wei Fong | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Chiu, Tamilia, Lia | Chief Legal Officer | Aug 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wfm Asia (Bvi) Limited | Shareholder | Nov 2000 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mitera, Vineet: 75% – 100% of Wfm Asia (Bvi) Limited × 75% – 100% direct ≈ 56.25% – 100% 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) | 03/26/2026 | 1.14 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
- • Other fees
- • PLEASE SEE SCHEDULE D - MISCELLANEOUS
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 26, 2026.
View current Form ADV (SEC/IAPD) ↗