Investment adviser · CRD 167183
UG INVESTMENT ADVISERS LTD.
Investment adviser filing (IA)
TAIPEI, Taiwan, Republic of China · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $3.51B Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 40 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 2 | $3,513,362,014 | 100.0% |
Filing source
Form ADV 2122324 · Sep 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
11F, NO. 95, SECTION 2, DUNHUA S. ROADTAIPEI, 106, Taiwan, Republic of China
CRD 167183
Filing source
Form ADV 2122324 · Sep 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.