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UG Investment Advisers

UG Investment Advisers is an investment advisor in Taipei with $3.3B assets under management.

Company profile

Website
Employees
Location
SEC CIK
SEC advisor number
801-78224
FINRA CRD number
167183
AUM ?
$3.3B (as of 24 Sep 21)
Accounts
2 (as of 24 Sep 21)
Employees
53 (15 investment advisory or research)
Address
UG Investment Advisers
ROOM 1403, 14F, NO.205, TUN-HWA N. ROAD
TAIPEI
F5 105
Phone
886-9-2042-9057

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
12 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$11.86M 271.75K 271.75K 0
$7.21M 472.9K NEW
$7.17M 1.48M 592.33K +150.2
$3.91M 1.3M 1.44M -9.5
$1.76M 48.16K 33.16K +45.2
$1.33M 650.68K NEW
$1.33M 170.1K 70K +143.0
$728K 8K 8K 0
$592K 4K 8K -50.0
$395K 3.06K NEW
$168K 1K 1K 0
$148K 6.8K NEW
10K EXIT
8.72K EXIT
13.8K EXIT
435.03K EXIT
20K EXIT
10K EXIT
Holdings list only includes long positions. Only includes long positions.

Calendar

30 Nov 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings