Ug Investment Advisers Ltd.
- Regulatory AUM
- $4.7B
- Discretionary
- $0
- Clients
- 2
- Avg AUM / client
- $2.3B
- Accounts
- 2
- Employees
- 39
AUM over time
Annual snapshots from Form ADV filings · as of Apr 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $4.7B | 100.0% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wang, Ming, Ching | Chief Executive Officer / Director | Jul 1998 (28y) | ≈ 56.25% – 100% via Velvet Group Limited | |
| Wang, Ming, Pey | Chief Compliance Officer / Director | May 1999 (27y) | Less than 5% | |
| Tsai, Jui, Fang | Chief Investment Officer | Sep 2000 (26y) | Less than 5% | |
| Chen, Chia | Chief Operating Officer | Mar 2017 (9y) | Less than 5% | |
| Yang, Tsui, Feng | Executive Administrative Officer / Director | Oct 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Velvet Group Limited | Shareholder | Jan 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):
- Wang, Ming, Ching: 75% – 100% of Velvet Group 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) | 04/15/2026 | 904 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: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗