Crossbridge Capital Asia Pte Ltd (Singapore)

Name: Crossbridge Capital Asia Pte Ltd
Address: One Wallich Street, Singapore, 078881
Telephone: +65 6723 8171

Crossbridge Capital Asia Pte Ltd is an adviser based in Singapore. It manages $1.38 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2019.

Crossbridge Capital Asia Pte provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crossbridge Capital Asia Pte: assets under management

The assets under management (AUM) of Crossbridge Capital Asia Pte Ltd is $1.38 billion. $1.38 billion of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in government bonds the most. They account for 73% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 19% of the firm’s portfolio. Investments in non-exchange traded securities form 4% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Crossbridge Capital Asia Pte Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Tarek Paul Khlat serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Tarek Paul Khlat is corporations or other businesses with 4 clients and $1.31 billion of assets under management. Among the 10 most similar advisory firms, Crossbridge Capital Asia Pte has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $1.38 billion for 22 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

Crossbridge Capital Asia Pte doesn't advise any private funds.

Careers at Crossbridge Capital Asia Pte Ltd

The company employs 20 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Tarek Paul Khlat has been acting as President since 1 May 2010. Joel Zhen Hong Pang joined the executive team most recently as the Director & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Crossbridge Capital (Holding) Co. Limited	Shareholder	1 May 2010	75% - 100%	foreign entity
Yai Sukonthabhund	Director & chief executive officer	1 May 2010	Other	7150343
Julian Alfred Maag	Shareholder	1 May 2010	Other	7152698
Tarek Paul Khlat	Director	1 May 2010	Other	7156769
Zoe Elizabeth Hubbard	Group chief operating officer	1 Jun 2013	Other	7150389
Joel Zhen Hong Pang	Director & chief compliance officer	1 Mar 2019	Other	7150388

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Dominion Employee Benefit Trust Limited	Shareholder	1 May 2008	25% - 50%	foreign entity

Based in Singapore

The principal office where Crossbridge Capital Asia Pte Ltd performs its advisory services is located at One Wallich Street, Singapore, 078881, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +65 6723 8171. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at crossbridgecapital.com/ and its LinkedIn profile.