HoldCo · HK
Total AUM
S$570M
Accounts
5
Custodians
1
Commitments
1
| Account | Custodian | Type | Currency | Value |
|---|---|---|---|---|
| HK Holdco USD custody555-100001.03D | UBS Hong Kong | Custody | USD | |
| HK Holdco HKD operating555-100001.01D | UBS Hong Kong | Current | HKD | |
| HK Holdco HKD Lombard facility555-100001.08D | UBS Hong Kong | Lombard | HKD | |
| HK Holdco HKD time deposit555-100001.05D | UBS Hong Kong | Time Deposit | HKD | |
| HK Holdco USD Lombard facility555-100001.07D | UBS Hong Kong | Lombard | USD |
| Fund | Vintage | Commitment | Funded | Unfunded |
|---|---|---|---|---|
| Citadel Wellington LLC | 2022 |
| Name | Ticker | Class | Value |
|---|---|---|---|
| JD.com Inc | — | Equity | |
| United States Treasury 2.997% 07/26 | — | Fixed income | |
| Citadel Wellington LLC | — | Hedge fund | |
| AB American Income Portfolio | — | Fixed income | |
| Thoma Bravo Discover Fund V | — | Private equity | |
| JPMorgan Income Fund | — | Fixed income | |
| Hutchison Whampoa Finance 5.817% 06/32 | — | Fixed income | |
| M&G Optimal Income Fund |
| — |
| Fixed income |
| S$25.7M |
| Microsoft Corp 4.373% 06/35 | — | Fixed income | S$23.6M |
| Hong Kong Exchanges & Clearing | — | Equity | S$23.5M |