Investment adviser · CRD 163933

UNITAS CAPITAL

Investment adviser filing (IA)

UNITAS CAPITAL INVESTMENT CONSULTING (SHANGHAI) CO., LTD.

SHANGHAI, China · Form ADV filed Mar 28, 2019

Regulatory AUM
$378M
Form ADV · Item 5.F
Client accounts
3
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles3$377,751,110100.0%
Filing source

Form ADV 1296554 · Mar 28, 2019 · 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 funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Mar 28, 2019. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

UNIT 20108 LEVEL 20, THE CENTRE, 989 CHANGLE ROAD
SHANGHAI, 200031, China

CRD 163933

Filing source

Form ADV 1296554 · Mar 28, 2019 · 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.