AdvisorCensus / Financial advisors / Vanheel Management Limited
Vanheel Management Limited
Filed as VANHEEL MANAGEMENT LIMITED
Vanheel Management Limited is an SEC-registered investment advisory firm in Hong Kong S.a.r., China, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.
Quick answers
From the filingHow is Vanheel Management Limited compensated?
On its Form ADV (Item 5.E, October 2026), Vanheel Management Limited reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Vanheel Management Limited located?
Vanheel Management Limited's principal office is in Hong Kong S.a.r., China, according to its Form ADV.
Is Vanheel Management Limited registered with the SEC or a state?
Vanheel Management Limited is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282064.
How much does Vanheel Management Limited manage?
Vanheel Management Limited reports $197,419,230 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).
How have Vanheel Management Limited's assets and staff changed since 2021?
In the Form ADV data for Vanheel Management Limited: Regulatory assets under management: $179,366,918 in the October 2021 data and $197,419,230 in the October 2026 data, up 10%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Vanheel Management Limited serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (49).
Does Vanheel Management 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/282064
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
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
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated September 11, 2025) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$197,419,230 as of October 2026, filing dated September 23, 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
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (10 years)
- Employees
- Total: 8. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $197,419,230 | 8 | September 23, 2026 |
| October 2025 | $179,313,221 | 8 | September 12, 2024 |
| October 2024 | $179,313,221 | 8 | September 12, 2024 |
| October 2023 | $185,460,000 | 8 | September 28, 2023 |
| October 2022 | $194,023,445 | 8 | August 9, 2022 |
| October 2021 | $179,366,918 | 8 | August 5, 2021 |
Regulatory assets under management: $179,366,918 in the October 2021 data and $197,419,230 in the October 2026 data, up 10%.
Total employees: 8 in October 2021 and 8 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.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Vanheel Management Limited (CRD 282064): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vanheel-management-limited-hong-kong-s-a-r-282064