Haitou Global
Global asset allocation platform for alternative investments.
| Date | Investors | Amount | Round |
|---|---|---|---|
| investor investor investor | €0.0 | round | |
| N/A | N/A | Seed | |
| Total Funding | 000k | ||
Haitou Global operates as a technology-driven global asset allocation platform, structured as an "Investment as a Service" (IaaS) model. The firm was founded in New York in 2014 by Jerry Wang, who serves as the company's CEO. Wang's background includes a role as an Investment Manager at the University of Notre Dame's Investments Office, where he handled a portfolio of private and Asian investments. He holds Bachelor's and Master's degrees in Engineering from Tsinghua University and the University of Notre Dame, respectively, as well as an MBA from Notre Dame.
The company provides a suite of financial services, including asset management, investment advisory, investment banking, and family office services. Its business model is centered on offering clients access to a range of alternative and traditional investment products, such as private credit, venture capital, growth stocks, private equity, and real estate. Haitou Global serves a diverse client base that includes family offices, high-net-worth individuals (HNWIs), private funds, and endowments. The firm operates under multiple licenses in the United States, including as a Registered Investment Advisor (RIA), a broker-dealer, and a money services business, under the regulation of the SEC and FINRA.
A significant portion of the company's strategy involves leveraging technology, with over 40% of its headcount dedicated to its tech team to enhance investment and operational processes. The firm's investment strategy focuses on long-term, value, and alternative investing, with a particular emphasis on emerging markets in Asia, Africa, and Latin America. Haitou Global also incorporates social impact into its investment thesis, targeting investments that create a positive community impact, such as lending to female entrepreneurs in Pakistan or coffee farmers in Indonesia.
Keywords: global asset allocation, alternative investments, investment as a service, private credit, venture capital, family office services, emerging markets investing, fintech enabled asset management, cross-border investment, impact investing, private equity, growth stocks, high-net-worth investors, endowment model, investment advisory, broker-dealer, mergers & acquisitions, socially responsible investing, agricultural loans, small business loans
