JING AN DISTRICT, SHANGHAICRD 318243Latest ADV March 30, 2026
Overseas Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jing An District, Shanghai. Its latest Form ADV filing, dated March 30, 2026, reports $14M in regulatory assets under management, 3 employees, and 66 accounts.
Assets Under Management
$14M
Employees
3
Offices
--
Total Clients
37
Primary office
JING AN DISTRICT, SHANGHAI
LEVEL 40, ONE MUSEUM PLACE, 669 XINZHA ROAD, JING AN DISTRICT, SHANGHAI, China
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.9% of total clients.
Top client categories% of clientsClients
1
Individuals
64.9%
24
2
HNWI
35.1%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14Mas of March 30, 2026
Discretionary100.0%
$14M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$14M
Total Accounts66
10Y AUM Change+$9M (+201.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee12:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.