Ug Investment Advisers Ltd.
● SEC registered since 2013CRD 167183SEC# 801-78224Taipei
Reg. AUM
$4.68B
Employees
39
Accounts
2
Location
Taipei
Ug Investment Advisers Ltd. assets under management
Ug Investment Advisers Ltd. is a registered investment adviser overseen by the SEC based in Taipei. The firm has been registered since 2013. It reports $4.7 billion in regulatory assets under management and employs 39 people.
Ug Investment Advisers Ltd. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chia Chen Control | Chief Operating Officer | Under 5% | 2017 |
| Jui Fang Tsai Control | Chief Investment Officer | Under 5% | 2000 |
| Ming Ching Wang Control | Chief Executive Officer / Director | Under 5% | 1998 |
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Join to unlock · $37/moFrequently asked questions
How much does Ug Investment Advisers Ltd. manage?
Ug Investment Advisers Ltd. reports $4.7 billion in regulatory assets under management on its Form ADV.
How many employees does Ug Investment Advisers Ltd. have?
Ug Investment Advisers Ltd. reports 39 employees.
Where is Ug Investment Advisers Ltd. located?
Ug Investment Advisers Ltd. is based in Taipei and has been SEC-registered since 2013.
Does Ug Investment Advisers Ltd. disclose fund performance?
Ug Investment Advisers Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11f, No. 95, Section 2, Dunhua S. Road, Taipei 106 |
| Phone | 886-9-2042-9057 |
| Fax | 886-2-6602-1276 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | HQ |
| CIK | 1697814 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.68B▲ 45%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$4.68Bregulatory AUM
Discretionary $0Non-discretionary $4.68B