DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Hsbc Global Investment Fund - Economic Scale Index Japan Equity

Other Private Fundadvised byHsbc Global Asset Management (Uk) Limitedasset manager805-2277979812no longer reportedIAPD
Gross asset value
$15B
as of Feb 12, 2018; not a fund size
Peak GAV
$15B
highest filing
Owners
205
beneficial owners reported
Minimum investment
$5,000
as reported
Adviser and related own
32%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
99%
Reported
7 filings
Mar 30, 2017 to Feb 12, 2018
Reporting history
one row per Form ADV filing
Gross asset value$15B as of Feb 12, 2018
Mar 30, 2017$15B then
Owners205 as of Feb 12, 2018
Mar 30, 2017205 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Luxembourgreported
Clients solicited
yes, 1% of the adviser's clients investedreported
Form D file number
none reportedreported
Type as written
LUXEMBOURG REGULATED SICAVreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Hsbc Bank Plc, Luxembourg Branch
    Luxembourg, Luxembourg
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
32%reportedadviser and related persons