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Sunrate Advisors Limited (Pudong, Shanghai)


Sunrate Advisors Limited is an adviser based in Pudong, Shanghai. It manages $200 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016.

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

Sunrate Advisors Limited: assets under management

The assets under management (AUM) of Sunrate Advisors Limited is $200 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $200 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sunrate Advisors Limited for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in Pudong, Shanghai

The principal office where Sunrate Advisors Limited performs its advisory services is located at Unit 610, Tong Sheng Building, Pudong, Shanghai, 200120, 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 8621 50762388. The normal business hours are 9am - 6pm on Monday - Friday.


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