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ZENTIFIC INVESTMENT MANAGEMENT LIMITED

HONG KONG, Hong Kong · CRD 174321 · IAPD ↗ · zentific-im.com · 852-3163-8177

$1.29BRegulatory AUM
6Advisory reps
13Employees
6Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

36
April 2025 — ZENTIFIC INVESTMENT MANAGEMENT LIMITED reported RAUM up 35% ($1.01B -> $1.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — ZENTIFIC INVESTMENT MANAGEMENT LIMITED crossed $1B in regulatory AUM ($623.4M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.