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UG INVESTMENT ADVISERS LTD.

CRD 167183 · SEC 801-78224

Advisory firmOther (specify)

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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11F, NO. 95, SECTION 2, DUNHUA S. ROAD, TAIPEI, 106, Taiwan, Republic of China

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.68B

Discretionary AUM

$0

Team

39 total employees; 12 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Other (specify)

Filing date

2026-04-15

Disciplinary history

No

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  • SEC IAPD

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Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles2$4.68B

All web addresses on file

Official SEC filing: View on IAPD