{"url":"https://nivawealth.com/firms/allianz-global-investors-asia-pacific-limited-289358","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289358","regulatoryAum":15458144476,"crd":"289358","secFileNumber":"801-111691","legalName":"Allianz Global Investors Asia Pacific Limited","displayName":"Allianz Global Investors Asia Pacific Limited","website":null,"founded":null,"organization":"corporation organized in Hong Kong","fiscalYearEnd":"December","headquarters":{"street":"32/F, Two Pacific Place, 88 Queensway, Admiralty","city":"Hong Kong","state":"","stateName":"","country":"Hong Kong","postalCode":null},"tradeNames":[],"registration":{"secApproved":"15 September 2017","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":118,"advisory":59,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":15115162080,"discretionaryAccounts":63,"nonDiscretionary":342982396,"nonDiscretionaryAccounts":13,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":54,"regulatoryAum":13803030279},{"label":"Pension and profit-sharing plans","clients":10,"regulatoryAum":795416970},{"label":"State or municipal government entities","clients":null,"regulatoryAum":286897962},{"label":"Other investment advisers","clients":5,"regulatoryAum":376048462},{"label":"Insurance companies","clients":null,"regulatoryAum":176691990},{"label":"Corporations and other businesses","clients":null,"regulatoryAum":20058813}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"HSBC Continental Europe S.a.,germany","shortName":"HSBC Continental Europe S.a.,germany","location":"Germany","smaAssets":202292667},{"name":"Bank of New York Mellon Corp (the)","shortName":"Bank of New York Mellon Corp (the)","location":"New York, NY","smaAssets":435250739},{"name":"Bank of New York Mellon (the)","shortName":"Bank of New York Mellon (the)","location":"Hong Kong","smaAssets":308230082}],"custodyNote":"Allianz Global Investors Asia Pacific Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Wun Wun Lung","title":"Chief Financial Officer, Asia Pacific & Director","crd":"7396494"},{"name":"Khalil Soubra","title":"Chief Operating Officer, Asia Pacific & Director","crd":"7710704"},{"name":"Mandie Tong","title":"Chief Compliance Officer","crd":"7041483"},{"name":"Julie Koo","title":"Head of Distribution, Asia Pacific & Director","crd":"5943201"},{"name":"Wilfred Sit","title":"Chief Investment Officer Equity Asia Pacific & Director","crd":"6048491"},{"name":"Tze Ling Yu","title":"Head of Distribution, Hong Kong and Greater China Offshore & Director","crd":"6838879"},{"name":"Zheng Zeng","title":"Chief Investment Officer Fixed Income & Director","crd":"8117865"}],"ownership":[{"label":"Allianz Global Investors GMBH","detail":"Shareholder in the 75% or more ownership band and a control person, since August 2006."},{"label":"Allianz Asset Management GMBH","detail":"Indirect owner: a stockholder of Allianz Global Investors GMBH in the 75% or more band and a control person, since August 2006.","parent":"Allianz Global Investors GMBH"},{"label":"Allianz Se","detail":"Indirect owner: a stockholder of Allianz Asset Management GMBH in the 75% or more band and a control person, since August 2010.","parent":"Allianz Asset Management GMBH"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"85222388888","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":82},{"label":"U.S. government/agency bonds","percent":1},{"label":"Sovereign bonds","percent":2},{"label":"Investment grade corporate bonds","percent":5},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":7},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"27 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/289358/PDF/289358.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Allianz Global Investors Asia Pacific Limited have?","answer":"Allianz Global Investors Asia Pacific Limited has 69 clients and manages $15.5 billion for them, as of May 2026. They include 54 pooled investment vehicles, 10 pension and profit-sharing plans and 5 other investment advisers.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Allianz Global Investors Asia Pacific Limited offer?","answer":"Allianz Global Investors Asia Pacific Limited provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Allianz Global Investors Asia Pacific Limited use?","answer":"Allianz Global Investors Asia Pacific Limited’s separately managed account assets are held at Bank of New York Mellon Corp (the) (New York, NY), with $435,250,739, Bank of New York Mellon (the) (Hong Kong), with $308,230,082 and HSBC Continental Europe S.a.,germany (Germany), with $202,292,667. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Allianz Global Investors Asia Pacific Limited have?","answer":"Allianz Global Investors Asia Pacific Limited has 0 investment adviser representatives registered with state securities authorities, out of 118 employees, and 59 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Allianz Global Investors Asia Pacific Limited invest in?","answer":"At the end of its last fiscal year, Allianz Global Investors Asia Pacific Limited’s separately managed accounts held 82% exchange-traded equities, 7% pooled vehicles (private funds and similar), 5% investment grade corporate bonds, 3% cash and equivalents, 2% sovereign bonds and 1% U.S. government and agency bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Allianz Global Investors Asia Pacific Limited?","answer":"Allianz Global Investors Asia Pacific Limited is owned through a chain of holding companies by Allianz Se. Its direct owner is Allianz Global Investors GMBH (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Allianz Global Investors Asia Pacific Limited get paid?","answer":"Allianz Global Investors Asia Pacific Limited is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}