# A.D. Financial

A.D. Financial is a Multi Family Office based in Petaling Jaya, Malaysia.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Petaling Jaya, Malaysia
- **Region:** Asia
- **Address:** No 3, Jalan Dato Abdul Aziz, Section 14, 46100 Petaling Jaya, Selangor, Malaysia
- **Founded:** 2002
- **Assets under management:** 17500 (Altss estimate)
- **Website:** adfinancial.com.my
- **LinkedIn:** https://www.linkedin.com/company/a-d-financial-inc-

## Regulatory record

- **Reports private funds:** No

## About

A.D. Financial was established as a multi-family office serving high-net-worth clients primarily in Asia. Alvin Yap serves as founder and managing director while Kenneth Poon leads the advisory services team. The firm focuses on estate planning, family governance and investment management for multigenerational wealth. The firm allocates across private equity, real estate, private credit and digital assets. It maintains confirmed exposure to direct co-investments and fund-of-funds structures. Geographic reach includes confirmed activity in Asia, Oceania, Europe, North America, South America, Africa and the Middle East. No specific external portfolio companies are disclosed in available records. AUM stands at an estimated 17,500 million USD. The firm operates additional offices including one in Brisbane through AD Financial Services Pty Ltd. It participates in industry events such as the November 2025 Wealth Preservation and Business Succession training in Singapore. Adjacent vehicles or philanthropic arms are not detailed in source material. The firm maintains its own operating subsidiaries in Malaysia, Australia and the United Kingdom, creating an integrated platform for advisory and investment execution.

## Sectors

- FinTech
- Real Estate
- Private Equity
- ClimateTech
- Private Credit

## Offices

- Brisbane, Australia

## People

- Alvin Yap — Founder and Managing Director
- Kenneth Poon — Head of Advisory Services Team

## Questions

### Who runs investment decisions at A.D. Financial?

Alvin Yap as founder and managing director and Kenneth Poon as head of advisory services oversee decisions. The firm combines legal, fiduciary and investment specialists on its team.

### How does A.D. Financial source proprietary deal flow?

The firm leverages its network of service providers and event participation in Singapore and Malaysia. Partnerships in Indonesia are noted on its LinkedIn profile.

### Does A.D. Financial participate in fund commitments or only direct deals?

It uses both direct co-investments and SPVs as well as fund-of-funds commitments according to its investment focus records.

### What investment stages does A.D. Financial typically target?

Confirmed stages include early stage, growth and late stage alongside distressed and turnaround opportunities.

### Where does the underlying wealth come from?

Wealth origin is not publicly attributed to a specific family branch or industry in available sources.

## Related profiles

- [Reliance Trust Group](https://altss.com/profile/reliance-trust-group)
- [Baylor Scott & White Health](https://altss.com/profile/baylor-scott-white-health)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/a-d-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology