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SUMITOMO MITSUI DS ASSET MANAGEMENT (HONG KONG) LIMITED
CRD 110459File 801-36504
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$566.7M
Above cohort median (national)
Discretionary AUM
$450.9M
Non-discretionary $115.9M
Clients
16
16 accounts
Employees
27
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 18, 1990
- Principal office
- SUITES 901 & 902, 9TH FLOOR, TWO TAIKOO PLACE,, TAIKOO PLACE, 979 KING'S ROAD, QUARRY BAY, HONG KONG
- Phone
- 852-2521-8883
- Website
- https://www.smd-am.hk/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $566.7M
- Discretionary AUM
- $450.9M
- Non-discretionary AUM
- $115.9M
- Discretionary accounts
- 12
- Non-discretionary accounts
- 4
- Total accounts
- 16
- AUM per client
- $35.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 16 | $566.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 31 | 27 | decreased by4 |
| Apr 1, 2026 | AUM | $511,477,977 | $566,726,764 | increased by$55,248,787 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 16 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $932,910,510 | $511,477,977 | decreased by$421,432,533 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 25 | 16 | decreased by9 |
| Apr 1, 2022 | Employees | 34 | 31 | decreased by3 |
| Apr 1, 2022 | AUM | $904,331,536 | $932,910,510 | increased by$28,578,974 |
| Apr 1, 2022 | Accounts | 17 | 25 | increased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SUMITOMO MITSUI” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SUMITOMO MITSUI” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.