Multi-Family OfficeRIA · CRD 336166SEC-Registered

Updated:

Charles-Lim Capital

Charles-Lim Capital was established in 2009 as an independent firm providing investment management services. It operates under a Type 9 license granted by the...

Charles-Lim Capital logo

Charles-Lim Capital

Charles-Lim Capital was established in 2009 as an independent firm providing investment management services. It operates under a Type 9 license granted by the Securities and Futures Commission of Hong Kong and maintains an affiliate entity in Singapore. The firm invests across FinTech, Healthcare Services, Consumer Tech, Enterprise Software and Semiconductors. It deploys capital through direct co-investments and SPVs alongside hedge funds, private equity and real estate holdings. Geographic exposure spans Asia, Europe, North America and Oceania. Investment decisions emphasize quality businesses, value discipline and long-term economic drivers. The firm reports an estimated $369 million under management. It serves institutions, endowments, family offices and high-net-worth individuals. No additional offices or team size figures are disclosed. No dated operational events from the last 24 months appear in available records. The firm maintains a regulated asset management license and structures client relationships through Wealth Funds and Managed Accounts rather than a pure single-family mandate. This setup allows it to serve multiple external families while retaining an independent investment process.

General information

Firm type

Multi Family Office

Year founded

2009

Location

Region

Asia

Country

Hong Kong

City

Hong Kong

Corporate office

Hong Kong, Hong Kong

Sector focus

FinTechHealthcare Services

Frequently asked questions

Who runs investment decisions at Charles-Lim Capital?

No named principals or CIO appear in public records. Investment decisions follow the firm's stated philosophy of long-term compounding and high-conviction ideas.

How does Charles-Lim Capital source proprietary deal flow?

The firm states it seeks genuine long-term partnerships with investee companies. No specific sourcing channels or club memberships beyond AIMA event attendance are documented.

Is Charles-Lim Capital structured as a single family office or does it operate more like a venture firm?

It is registered as a multi-family office and holds a Type 9 asset management license. It offers Wealth Funds and Managed Accounts to external institutions and families.

Does Charles-Lim Capital participate in fund commitments or only direct deals?

It uses both direct co-investments and SPVs as well as allocations to hedge funds and private equity vehicles.

What investment stages does Charles-Lim Capital typically target?

The firm targets long-term holdings in established businesses. No explicit early-stage or venture-stage focus is stated.

Where does the underlying wealth come from?

Wealth origin is not publicly disclosed.

What is Charles-Lim Capital's known posture on co-investments alongside external GPs?

The firm explicitly states it co-invests and seeks long-term partnerships with both clients and investee companies.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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