Phoenix Property Investors Limited (Grand Cayman)


Phoenix Property Investors Limited is an adviser based in Grand Cayman. It manages $4.07 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2013.

Phoenix Property Investors Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Phoenix Property Investors Limited: assets under management

The assets under management (AUM) of Phoenix Property Investors Limited is $4.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 8941% since the beginning of its operation, and $4.07 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $4.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $271.22 million each.
Phoenix Property Investors Limited has custody of $658.16 million in cash and securities for 19 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Phoenix Property Investors Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Samuel Wai Tak Chu serves?

The only and largest group of clients of Samuel Wai Tak Chu is pooled investment vehicles with 15 clients and $4.07 billion of assets under management. Among the 10 most similar advisory firms, Phoenix Property Investors Limited has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.07 billion for 15 clients. 100% of the firm’s clients are foreign persons or businesses.

Phoenix Property Investors Limited also advises several private funds. Namely, thirteen real estate funds and two other private funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Phoenix Property Investors Limited

The company employs 82 people that are either part- or full-time employees. 35 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Samuel Wai Tak Chu has been acting as President since 1 Nov 2004. Man Chun (Raymond) Ng joined the executive team most recently as the Cco.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Palm Tree Services Limited Shareholder 1 Nov 2004 50% - 75% foreign entity
Planet Glory Limited Shareholder 1 Nov 2004 25% - 50% foreign entity
Samuel Wai Tak Chu Director 1 Nov 2004 Other 6041737
Benjamin Kai Yiu Lee Director 1 Nov 2004 Other 1222582
Samuel Wai Tak Chu Shareholder of phoenix property investors (japan) limited (relying adviser) 1 Feb 2006 50% - 75% 6041737
Benjamin Kai Yiu Lee Shareholder of phoenix property investors (japan) limited (relying adviser) 1 Feb 2006 25% - 50% 1222582
Palm Tree Services Limited Shareholder of phoenix asia ii limited (relying adviser) 1 Nov 2006 50% - 75% foreign entity
Planet Glory Limited Shareholder of phoenix asia ii limited (relying adviser) 1 Nov 2006 25% - 50% foreign entity
Phoenix Property Investors Limited Shareholder of phoenix property investors (h.k.) limited (relying adviser) 1 Nov 2008 75% - 100% foreign entity
Phoenix Property Investors Limited Shareholder of phoenix property investors (taiwan) limited taiwan branch (relying adviser) 1 Jan 2009 75% - 100% foreign entity
Jeny Lau Coo 1 Oct 2009 Other 6168197
Palm Tree Services Limited Shareholder of phoenix asia iv limited (relying adviser) 1 Aug 2010 50% - 75% foreign entity
Planet Glory Limited Shareholder of phoenix asia iv limited (relying adviser) 1 Aug 2010 25% - 50% foreign entity
Palm Tree Services Limited Shareholder of phoenix asia v limited (relying adviser) 1 Sep 2011 50% - 75% foreign entity
Planet Glory Limited Shareholder of phoenix asia v limited (relying adviser) 1 Sep 2011 25% - 50% foreign entity
H. Theodore Chang Cco 1 Jan 2013 Other 6169363
Phoenix Property Investors (H.K.) Limited Shareholder of phoenix property investors (singapore) pte. ltd (relying adviser) 1 Nov 2013 75% - 100% foreign entity
Quoc Tran Trang Cco 1 Mar 2014 Other 6317868
Christopher Shih Ming Ip Chief financial officer 1 Dec 2014 Other 6473324
Man Chun (Raymond) Ng Cco 1 Jul 2018 Other 6998713

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Benjamin Kai Yiu Lee Shareholder 1 Aug 2004 75% - 100% 1222582
Samuel Wai Tak Chu Shareholder 1 Sep 2004 75% - 100% 6041737

Based in Grand Cayman

The principal office where Phoenix Property Investors Limited performs its advisory services is located at C/O Maples Corporate Services Limited, Grand Cayman, Ky1 1104 The mailing address of the firm is C/O Suite 2806, West Tower, Shun Tak Centre, Hong Kong, . The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +1 345 949 8066 or by fax +1 345 949 8080. The normal business hours are 9 am to 6 pm on Monday - Friday. You can find more information about the New York firm at ppinvestors.com.

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