Investor profile New York-based investment management firm focused on Asian equity investments with a long-term horizon, serving institutional clients including charitable organizations and university endowments. Potential sales angle: explore partnership or co-investment opportunities with fund administrators, advisory platforms, or tailor-made investment solutions for large US-based institutional clients.

Global reach Operates from New York and Beijing, leveraging global perspective and local expertise. Potential sales angle: offer cross-border capital introduction services, research collaborations, or technology that supports multi-market due diligence and cross-border compliance for other asset managers expanding into Asia.

Technology stack Utilizes Cloudflare, WordPress, Shopify, Mimecast, Lucide, AngularJS, React, and Netlify, indicating modern web operations and security posture. Potential sales angle: propose cybersecurity hardening packages, cloud performance optimization, or modern website/CRM integration to enhance investor onboarding and digital marketing effectiveness.

Financial scope Reported revenue in the range of 50 to 100 million dollars with a relatively small team (11-50 employees). Potential sales angle: provide scalable SaaS analytics, workflow automation, or outsourced back-office/operational support to improve efficiency and governance for mid-sized asset managers.

Growth opportunities Active in both listed and unlisted Asian equities with a long-term focus and a client base of US institutional investors. Potential sales angle: offer data analytics, research platforms, or technology-enabled due diligence solutions to strengthen research capabilities and attract additional institutional clients seeking Asia-focused exposure.