What Cedrus does

Cedrus Investments is a privately held global boutique investment firm incorporated in the Cayman Islands, with its primary operating base in Hong Kong and owned offices across Beijing, Shanghai, Shenzhen, and Jakarta. Founded and led by Chairman Rani Jarkas, the firm operates three integrated service lines: Investment Management, Financial Advisory Services, and Private Wealth Management. It serves sophisticated investors, including high-net-worth individuals and families, institutional investors, family offices, and innovative emerging-technology companies, with a thematic emphasis on life sciences, nanotechnology, cleantechnology, commodities, and the Greater China market.

The investment management business is anchored by proprietary products, most notably two global nanotechnology indices — the Cedrus Nanotechnology Index – Diversified (CNID, 100 equally-weighted companies) and the Cedrus Nanotechnology Index – Pure (CNIP, 68 equally-weighted single-business companies) — covering nano-electronics, nano-manufacturing, nano-energy, nano-life sciences, and nano-environment sub-sectors. Complementary strategies include the Cedrus Nanotechnology long/short Portfolio, a CNID-tracking portfolio, a Global Asset Allocation Portfolio, a Greater China Private Equity Portfolio, a Cleantechnology Portfolio, and Structured Products. The firm relies on in-house fundamental, quantitative, and technical research, supported by an advisory bench that includes a Stanford nanotechnology professor, a former Indonesian Director General of Mineral and Coal, and a former Consul General of Egypt.

Cedrus's revenue model combines recurring asset management and wealth management fees with episodic advisory retainers and transaction-related mandates; pricing is not publicly disclosed and the firm serves only qualified sophisticated persons or high-net-worth persons under its Cayman Islands "Excluded Person" status. Distribution is direct and relationship-driven through owned offices, supplemented by conference participation (China Mining Congress, BIO CEO & Investor Conference), quarterly index reports, and life sciences luncheons across Shanghai, Beijing, and Hong Kong.

Name

Cedrus

Legal name

Cedrus Investments Ltd.

Website

https://cedrusinvestments.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Cedrus Investments is a privately held global boutique investment firm with operations across Asia, offering investment management, financial advisory, and private wealth management services to high-net-worth individuals, family offices, institutional investors, and emerging technology companies.

Ownership category

akta.pro rank

Product category

Boutique Investment Management and Wealth Advisory

NAICS

Portfolio Management and Investment Advice (52394), Investment Banking and Securities Intermediation (523150)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

akta.pro secondary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Private wealth management
• Asset management services
• Financial advisory services
• Nanotechnology investment
• Alternative investment products

Headquarters

HQ city

Hong Kong

HQ country

Hong Kong SAR China

HQ region

Asia

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management / Asset Management: Cedrus delivers global asset management services and investment performance through a track record in global asset management. The firm manages a range of proprietary investment products including the Cedrus Nanotechnology Portfolio, CNID Portfolio, Cedrus Global Asset Allocation Portfolio, Private Equity Portfolio in Greater China, Cleantechnology Portfolio, and Structured Products.
2. Financial Advisory Services: Cedrus provides customized, complete suite of strategic advisory and investment banking services to innovative and emerging technology companies globally. Services include financing, cross-border partnerships, technology licensing, and M&A advisory.
3. Private Wealth Management: Cedrus offers sophisticated and comprehensive wealth management services to select high-net-worth individuals and their families around the world, providing access to traditional investment products, alternative investments, and proprietary investment solutions. Maintains relationships with private clients for over a decade.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Cedrus Investments is a global boutique investment firm that delivers three core services: Investment Management (including proprietary portfolios such as the Cedrus Global Asset Allocation Portfolio, Nanotechnology Portfolio, CNID Portfolio, Cleantechnology Portfolio, and Structured Products), Private Wealth Management for high-net-worth individuals and families, and Financial Advisory Services (financing, cross-border partnerships, technology licensing, and M&A advisory) for innovative and emerging technology companies. The firm specializes in alternative investments and proprietary nanotechnology indices across global markets with emphasis on Greater China.

Product overview

Cedrus Investments operates as a global boutique investment firm offering three core service lines: Investment Management (including proprietary portfolios like Cedrus Global Asset Allocation Portfolio, Private Equity in Greater China, Nanotechnology Portfolio, Nanotechnology Index Portfolio, Cleantechnology Portfolio, and Structured Products), Financial Advisory Services for emerging technology companies, and Private Wealth Management for high-net-worth clients. The firm specializes in alternative investments including commodities, futures, and currency, with notable expertise in nanotechnology investment products and indices.

Differentiator

Problem solved

Functional benefit

Brands

• Cedrus Nanotechnology Portfolio: A long/short equity portfolio investing in innovative companies involved in nanotechnology across nanoelectronics, nanomanufacturing, nanoenergy, nanolife sciences, and nanoenvironment sectors.
• Cedrus Nanotechnology Index Portfolio (CNID Portfolio)
• Cedrus Cleantechnology Portfolio
• Cedrus Structured Products
• Cedrus Global Asset Allocation Portfolio
• Private Equity Investment Portfolio in Greater China

Products and services

• Investment Management
• Private Wealth Management
• Financial Advisory Services
• Cedrus Global Asset Allocation Portfolio
• Private Equity Investment Portfolio in Greater China
• Cedrus Nanotechnology Portfolio
• Cedrus Nanotechnology Index Portfolio
• Cedrus Cleantechnology Portfolio
• Cedrus Structured Products
• Alternative Investments
• Commodities and Futures
• Currency Investments
• Cedrus Canada Equity Fund SP

Quantifiable outcome

• CNID index returned 61.66% and CNIP index returned 68.75% in 2013, outperforming S&P 500, NASDAQ Composite, MSCI World, Russell 3000, Hang Seng, and Shanghai Composite.
• +5 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature9 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• 修正药业集团 (Xiuzheng Pharmaceutical Group)coreStrategic or Co-development Partner · 1 March 2023Cedrus Group signed an investment and advisory cooperation agreement with Xiuzheng Pharmaceutical Group in March 2023. The partnership leverages Cedrus's expertise in life sciences investment and Xiuzheng's position in the Chinese pharmaceutical market to develop investment opportunities in the pharmaceutical sector.
• 国药健康实业(上海)有限公司 (Sinopharm Nutraceuticals (Shanghai) Co., Ltd.)coreStrategic or Co-development Partner · 1 November 2018Cedrus Investments signed a cooperation agreement with Sinopharm Nutraceuticals on 16 November 2018 in Shanghai. The partnership aims to jointly develop investment opportunities in the pharmaceutical, healthcare, and biotechnology sectors by leveraging each party's respective advantages and resources.
• Dr. Thomas W. Kenny (Stanford Professor and Nanotechnology Expert)coreOthers · 1 January 2016Dr. Thomas W. Kenny, Stanford Professor and Nanotechnology Expert, joined Cedrus Investments as Chief Emerging Technology Advisor, focusing on the China market. In January 2016, Cedrus announced it was making China its top priority, with Dr. Kenny leading this initiative.
• PT ANTAM (Persero) TbkcoreStrategic or Co-development Partner · 1 March 2015Cedrus Investments signed a collaboration agreement with PT ANTAM, an export-oriented, vertically integrated, diversified mining and metals company operating throughout the mineral-rich Indonesian archipelago and a component of the Jakarta Composite Index. The partnership focuses on developing investment opportunities in Indonesia's mining and metals sector.
• Consulate General of the Republic of Indonesia in Hong Kong SAR and Macao SARminorGTM or Marketing Partner · 1 January 2014Cedrus Investments co-hosted a focus group discussion on 'Energy and Mining Sectors in Indonesia Today' in Hong Kong in May 2014 with the Indonesian Consulate General. Cedrus also sponsored the Mines & Money Tianjin programme at the China Mining Congress and Expo 2014.
• African Consulates-General and Honorary Consulates in Hong Kong SARminorGTM or Marketing Partner · 1 January 2013Cedrus Investments co-sponsored the Africa Day 2013 -- Business and Tourism Forum and corresponding Gala Cocktail Event in Hong Kong, hosted by the African group of Consulates-General and Honorary Consuls in Hong Kong SAR to celebrate the Golden Jubilee 50th Anniversary of the African Union.
• JSC Astana InnovationsminorStrategic or Co-development Partner · 1 October 2012Cedrus Investments signed a Memorandum of Understanding with JSC Astana Innovations, an entity created and 100% owned by the Mayor's Office of Astana, the capital of the Republic of Kazakhstan, charged with promoting the competitiveness of Astana and creating favorable conditions for development and innovation. Cedrus also co-hosted the 2nd Kazakhstan Investment Forum in Hong Kong in October 2012.

Scale indicators5 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• Value Partners Group: Hong Kong-headquartered boutique asset manager focused on Greater China and Asia equities, with active investment strategies across multiple themes. Comparable to Cedrus for its China-focused asset management franchise and HK base.
• Noah Holdings: China-based wealth and asset management platform serving HNW individuals with alternative investments and cross-border solutions. Closely comparable to Cedrus for HNWI wealth management and alternative product offerings in Greater China.
• China Renaissance Holdings: Boutique China-focused investment bank providing advisory and asset management services to innovative technology and life sciences companies. Comparable for its Greater China advisory and emerging-tech client focus.
• Hywin Holdings: Chinese wealth management firm serving HNW clients with diversified products including alternatives and insurance. Directly comparable to Cedrus' private wealth management business targeting HNW and family office clients.
• Loyal Valley Capital: China-focused private equity firm investing across technology, healthcare, and consumer sectors. Comparable to Cedrus' Private Equity Investment Portfolio in Greater China for thematic PE exposure in the region.
• Raffles Family Office: Asia-headquartered multi-family office providing wealth management and advisory services to ultra-HNW families, with emphasis on cross-border and alternative solutions. Comparable to Cedrus' private wealth management and advisory franchise for HNW and family office clients in Asia.

Regional players

• Affinity Equity Partners: Asia-focused private equity firm headquartered in Hong Kong with pan-Asia investment activities. Comparable to Cedrus' Greater China PE portfolio for Asian private equity investing.

Broad incumbents

• Harvest Fund Management: One of China's largest domestic asset managers with a wide product range across active equities, fixed income, and alternatives. Comparable for institutional asset management in Greater China, though at much greater scale.
• China International Capital Corporation (CICC): Leading China-based investment bank offering full-service advisory, equity capital markets, and asset management. Comparable for its cross-border advisory and asset management capabilities, though operating at significantly greater scale.
• China Merchants Securities International: Hong Kong-based subsidiary of a major Chinese securities firm providing brokerage, asset management, and investment banking. Comparable for cross-border Chinese securities and asset management services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cedrusinvestmentshk

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cedrus