About LIMA Global Investment Management
Founded in the U.S.
2023
Global Partners
25
+
Independent operation
100
%
Assets Under Management
$
1.8
B+
Our Company
LIMA Global Investment Management LLC (LIMA) is an independently operated asset management firm incorporated in the United States and headquartered in New York. The company specializes in providing professional asset management and customized financial services to high-net-worth clients and institutional investors worldwide.
LIMA was independently established in the United States by shareholders affiliated with Hong Kong-based LIM Advisors. While there is an equity-level connection between the two entities, LIMA conducts its business independently in the U.S. market in compliance with the law, maintaining autonomy in daily operations, management systems, investment decision-making, and risk control. LIMA has developed its own business framework and investment management processes tailored to the U.S. market and client needs, delivering professional, transparent, and customized investment services to both U.S. and international clients.
LIMA Advantages
Global resources, localized execution
Leveraging the networks of international shareholders and a global research perspective, and combining this with local U.S. market expertise, we seamlessly integrate global asset allocation with local investment services.
Independent decision-making, aligned interests
An investment decision-making mechanism independent of the parent company effectively avoids conflicts of interest and ensures that investment judgments remain free from the interference of external short-term factors.
Rigorous risk management, prudent operations
Establish a three-tier risk management framework covering pre-trade, intra-trade, and post-trade stages—encompassing everything from risk budgeting and real-time monitoring to performance attribution—to safeguard client assets throughout the entire process.
Customized solutions, in-depth service
Rather than adopting a “one-size-fits-all” approach, each client’s portfolio is constructed around their long-term goals, risk appetite, and liquidity needs.
Transparent communication, regular reporting
We provide regular investment reports and market insights, enabling clients to stay informed about portfolio performance and investment rationale while enjoying a transparent service experience.
Core Business
Asset Management
Provide professional asset management and long-term wealth allocation solutions based on clients' investment objectives.
Portfolio Management
Constructing and dynamically managing investment portfolios through global multi-asset allocation and professional investment research.
Alternative Investments
Focusing on investment opportunities in private equity, private credit, and other alternative asset classes.
Wealth Planning
We provide asset allocation and wealth management solutions tailored to our clients' long-term wealth goals.
Investment Research and Consulting
Provide investment research and advisory services to clients, focusing on global macroeconomics, capital markets, and industry trends.
Investment Philosophy
LIMA adheres to an investment philosophy grounded in long-termism, value orientation, risk control, and professional independence.
The firm prioritizes continuous research into the global macroeconomy, market conditions, and industry trends. It seeks investment opportunities with long-term growth potential while maintaining rigorous risk control, and enhances portfolio stability and resilience through disciplined asset allocation and dynamic risk management.
LIMA Culture
Integrity
Professionalism
Independence
Long-term
