CDH Investment Advisory Private Limited

• A percentage of assets under your management
• Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$2,753,093,324 as of October 2026, filing dated March 26, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients

Also doing business as

CDH 2018 SMA COMPANY LIMITED, CDH CHINA HF HOLDINGS COMPANY LIMITED, CDH CHINA MANAGEMENT COMPANY LIMITED, CDH III HOLDINGS COMPANY LIMITED, CDH INVESTMENT MANAGEMENT COMPANY LIMITED, CDH IV FEEDER HOLDINGS COMPANY LIMITED, CDH IV HOLDINGS COMPANY LIMITED, CDH R-III PARALLEL HOLDINGS COMPANY LIMITED, CDH SPHERE HOLDINGS COMPANY LIMITED, CDH V FEEDER HOLDINGS COMPANY LIMITED, CDH V HOLDINGS COMPANY LIMITED, CDH V MANAGEMENT COMPANY LIMITED, CDH VENTURE GP I COMPANY LIMITED, CDH VENTURE GP II COMPANY LIMITED, CDH VENTURE GP III COMPANY LIMITED, CDH VGC CO-INVESTMENT HOLDINGS COMPANY LIMITED, CDH VGC II HOLDINGS COMPANY LIMITED, CDH VI FEEDER HOLDINGS COMPANY LIMITED, CDH VI HOLDINGS COMPANY LIMITED, CDH VI PWM FEEDER HOLDINGS COMPANY LIMITED

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2016 (9 years)

Employees

Total: 33. Performing investment advisory functions: 29.

Wrap fee program participation

No.

Other offices (Schedule D, Section 1.F)

1 other office, as of the April 2026 filing

Hong Kong

States registered or notice-filed

Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $8,111,669,021 in the October 2021 data and $2,753,093,324 in the October 2026 data, down 66%.

Total employees: 47 in October 2021 and 33 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • Employees performing advisory functions went from 36 to 29.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.