Marco Polo Investments (Cayman Islands) Limited is a large advisory firm based in Hong Kong Sar. It manages $175 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.
Marco Polo Investments (Cayman Islands) Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Marco Polo Investments (Cayman Islands) Limited is $175 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2544% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Marco Polo Investments (Cayman Islands) Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Alan Jeffrey Landau joined the executive team most recently as the President; Chief Compliance Officer.
The principal office where Marco Polo Investments (Cayman Islands) Limited performs its advisory services is located at 2202 Tower Two, Lippo Centre, Hong Kong Sar, , which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 852-3426-8806 or by fax 852-3426-8801. The normal business hours are 9am to 5pm on Monday - Friday.