The CHUNG WU INVESTMENT GROUP, LLC is a privately held investment adviser that advises $147.48mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CHUNG WU INVESTMENT GROUP, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 137.87% over the last 5-years.
The Group has been registered with the SEC for 12.43 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1415 LAKE POINTE PARKWAY, SUGAR LAND, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $147.48mn in assets advised are owned by 34 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $109.57mn or 74.3% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $29.73mn or 20.16% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $29.73mn in assets.
The Group discloses management fees.
CHUNG WU INVESTMENT GROUP, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.