{
  "crd_number": 282210,
  "slug": "excel-investment-hk-limited-hong-kong-282210",
  "primary_business_name": "EXCEL INVESTMENT (HK) LIMITED",
  "legal_name": "EXCEL INVESTMENT (HK) LIMITED",
  "dbas": [],
  "city": "Hong Kong",
  "state": null,
  "country": "Hong Kong",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2015-12-08",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://excel-investment.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282210",
  "city_as_filed": "HONG KONG",
  "url": "https://advisorcensus.com/firm/excel-investment-hk-limited-hong-kong-282210",
  "display_name": "Excel Investment (HK) Limited",
  "summary": "Excel Investment (HK) Limited is an exempt reporting adviser in Hong Kong, Hong Kong, filing reports since 2015. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Excel Investment (HK) Limited (CRD 282210): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Excel Investment (HK) Limited located?",
      "a": "Excel Investment (HK) Limited's principal office is in Hong Kong, Hong Kong, according to its Form ADV."
    },
    {
      "q": "How does Excel Investment (HK) Limited report to regulators?",
      "a": "Excel Investment (HK) Limited is an exempt reporting adviser, filing reports since 2015. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 282210."
    },
    {
      "q": "Does Excel Investment (HK) Limited report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282210"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/excel-investment-hk-limited-hong-kong-282210.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282210",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}