This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$34.5MItem 5.F on the latest filing (2021-08-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$34.5M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

8

Advisory employees

6

Offices

1Schedule D 1.F, beyond the principal office

Accounts

2

Private funds

2Schedule D 7.B(1)

Private fund GAV

$38.6Mgross asset value as reported per fund; never fund size

Custody, client assets

$19.2M

SEC number

801-78227

CRD

167361

Filings on the tape

11

First filed

Jun 14, 2013

Latest filed

Aug 16, 2021

Organised

Other (specify)

• Occurred

  Aug 16, 2021
  Control person left

  Ding Xin (Chief Executive Officer) no longer on Schedule A of Csv Capital Management Ltd. (listed 2020-06-03, absent 2021-08-16)

  Form ADVobserved 6 days ago
• Occurred

  Jun 14, 2013
  First Form ADV filing

  Csv Capital Management Ltd. filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7d97e00c-9fe7-bac6-0a83-7ba7254709f1

First observed

Jun 14, 2013

Last observed

Aug 16, 2021 62 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.