{
  "crd_number": 296901,
  "slug": "oberweis-asset-management-hong-kong-limited-central-296901",
  "primary_business_name": "OBERWEIS ASSET MANAGEMENT (HONG KONG) LIMITED",
  "legal_name": "OBERWEIS ASSET MANAGEMENT (HONG KONG) LIMITED",
  "dbas": [],
  "city": "Central",
  "state": null,
  "country": "Hong Kong",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-06-20",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 51769772.0,
  "raum_discretionary": 51769772.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 51769772.0,
      "count": 1
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296901",
  "city_as_filed": "CENTRAL",
  "url": "https://advisorcensus.com/firm/oberweis-asset-management-hong-kong-limited-central-296901",
  "display_name": "Oberweis Asset Management (Hong Kong) Limited",
  "summary": "Oberweis Asset Management (Hong Kong) Limited is an SEC-registered investment advisory firm in Central, Hong Kong, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Oberweis Asset Management (Hong Kong) Limited (CRD 296901): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Oberweis Asset Management (Hong Kong) Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oberweis Asset Management (Hong Kong) Limited reports these compensation arrangements: other."
    },
    {
      "q": "Where is Oberweis Asset Management (Hong Kong) Limited located?",
      "a": "Oberweis Asset Management (Hong Kong) Limited's principal office is in Central, Hong Kong, according to its Form ADV."
    },
    {
      "q": "Is Oberweis Asset Management (Hong Kong) Limited registered with the SEC or a state?",
      "a": "Oberweis Asset Management (Hong Kong) Limited is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296901."
    },
    {
      "q": "How much does Oberweis Asset Management (Hong Kong) Limited manage?",
      "a": "Oberweis Asset Management (Hong Kong) Limited reports $51,769,772 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Oberweis Asset Management (Hong Kong) Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Oberweis Asset Management (Hong Kong) Limited: Regulatory assets under management: $122,034,828 in the October 2021 data and $51,769,772 in the October 2026 data, down 58%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Oberweis Asset Management (Hong Kong) Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Oberweis Asset Management (Hong Kong) 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 SEC record: https://adviserinfo.sec.gov/firm/summary/296901"
    },
    {
      "q": "Does Oberweis Asset Management (Hong Kong) Limited state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"OAMHK generally has a minimum account size of $25 million for clients. However, in its sole discretion, OMAHK may waive this minimum requirement if circumstances warrant.\""
    },
    {
      "q": "What changed in Oberweis Asset Management (Hong Kong) Limited's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $37,446,598 to $51,769,772 (+38%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 122034828.0,
      "total_employees": 3,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 97105673.0,
      "total_employees": 3,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 56930028.0,
      "total_employees": 2,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 45814648.0,
      "total_employees": 2,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 37446598.0,
      "total_employees": 2,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 51769772.0,
      "total_employees": 2,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $37,446,598 to $51,769,772 (+38%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "OAMHK generally has a minimum account size of $25 million for clients. However, in its sole discretion, OMAHK may waive this minimum requirement if circumstances warrant."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 25000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "OAMHK generally has a minimum account size of $25 million for clients. However, in its sole discretion, OMAHK may waive this minimum requirement if circumstances warrant."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/oberweis-asset-management-hong-kong-limited-central-296901.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 51769772.0
    }
  ],
  "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/296901",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
