# Matterhorn Investment Management (Asia) Limited

> Matterhorn Investment Management (Asia) Limited is an SEC-registered investment advisory firm in Hong Kong, Hong Kong, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2023.

- CRD: 161891
- Filed as: MATTERHORN INVESTMENT MANAGEMENT (ASIA) LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hong Kong, Hong Kong
- Filing period: October 2026
- Form ADV filing dated: September 29, 2023
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161891
- AdvisorCensus page: https://advisorcensus.com/firm/matterhorn-investment-management-asia-limited-hong-kong-161891

## Quick answers

**How is Matterhorn Investment Management (Asia) Limited compensated?**
On its Form ADV (Item 5.E, October 2026), Matterhorn Investment Management (Asia) Limited reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Matterhorn Investment Management (Asia) Limited located?**
Matterhorn Investment Management (Asia) Limited's principal office is in Hong Kong, Hong Kong, according to its Form ADV.

**Is Matterhorn Investment Management (Asia) Limited registered with the SEC or a state?**
Matterhorn Investment Management (Asia) Limited is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161891.

**How much does Matterhorn Investment Management (Asia) Limited manage?**
Matterhorn Investment Management (Asia) Limited reports $7,124,393 in regulatory assets under management in its Form ADV filing dated September 29, 2023 (100% discretionary).

**How have Matterhorn Investment Management (Asia) Limited's assets and staff changed since 2021?**
In the Form ADV data for Matterhorn Investment Management (Asia) Limited: Regulatory assets under management: $6,120,115 in the October 2021 data and $7,124,393 in the October 2026 data, up 16%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Matterhorn Investment Management (Asia) Limited serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Matterhorn Investment Management (Asia) Limited report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161891

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,124,393
- Discretionary: $7,124,393
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $7,124,393 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,120,115 | 1 | January 15, 2020 |
| October 2022 | $8,348,413 | 1 | September 7, 2022 |
| October 2023 | $7,124,393 | 1 | September 29, 2023 |
| October 2024 | $7,124,393 | 1 | September 29, 2023 |
| October 2025 | $7,124,393 | 1 | September 29, 2023 |
| October 2026 | $7,124,393 | 1 | September 29, 2023 |

Regulatory assets under management: $6,120,115 in the October 2021 data and $7,124,393 in the October 2026 data, up 16%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Matterhorn Investment Management (Asia) Limited (CRD 161891): Form ADV filing data as of October 2026.