3 Capital Partners Limited

Overview

3 Capital Partners is based in Hong Kong and describes itself as an investment office for ultra-high-net-worth families and individuals.⁶ The firm constructs and manages portfolios for a curated group of selective investors.⁷ Its client categories include sophisticated investors, leading-edge entrepreneurs, endowments and foundations, and multi-generation families.⁸ The firm’s website is restricted to Hong Kong Professional Investors as defined under the Securities and Futures Ordinance and related rules.⁴

History

Hong Kong SFC records list 3 Capital Partners Limited among licensed corporations added in September 2016, with Type 4 advising on securities and Type 9 asset management activities at that time.² The SFC records show that Type 1 dealing in securities activity was added on July 10, 2018.³

Timeline

1. 2016Hong Kong SFC records list 3 Capital Partners Limited among licensed corporations added in September 2016, with Type 4 advising on securities and Type 9 asset management activities at that time.
2. 2018The SFC records show that Type 1 dealing in securities activity was added on July 10, 2018.

Leadership

Alex C. Yu is Partner, Chief Executive Officer, co-founder and chairman of the board. He leads the firm’s vision, direction and investment strategies.¹⁴ He holds a bachelor’s degree in Finance and Economics from Babson College.¹⁵

Jiahao He is Partner and Chief Investment Officer, co-founder and chair of the investment strategy committee.¹⁶ He holds a bachelor’s degree in Economics from the University of Pennsylvania, Wharton School, and is a Chartered Financial Analyst®.¹⁷

Jonathan M. Shelley is Partner, Chief Operating Officer and General Counsel. He is responsible for business execution and legal and operational matters.¹⁸ Kelvin Pan is a co-founder and Strategic Partner focused on refining the operating model and developing resources.¹⁹

Kenny Foo is Senior Advisor and Non-Executive Director. His prior roles included Managing Director and Special Advisor at J.P. Morgan International Private Bank.²⁰ Lydia Cheung is an Operations Associate responsible for fund-vehicle maintenance and operations, and she is a Certified Public Accountant.²¹ Nancy Hong is Head of People and leads talent strategy with the executive leadership team.²² Marvin Hui is a Portfolio & Operations Analyst covering investment research, portfolio management and investment operations.²³ Benedict Low is a Vice President on the investment team responsible for private-equity manager sourcing, due diligence and monitoring.²⁴

Services

The firm is licensed by the Hong Kong Securities and Futures Commission for Type 1 dealing in securities, Type 4 advising on securities and Type 9 asset management.¹ It constructs and manages portfolios for a curated group of selective investors.⁷

What the firm offers

• Investment management
• Philanthropy

Client focus

The firm identifies sophisticated investors, leading-edge entrepreneurs, endowments and foundations, and multi-generation families as client categories.⁸ Its entrepreneur clients are described as operating in technology, internet, biotech and other leading-edge industries.⁹

Investment philosophy and approach

The firm says its proprietary framework identifies investor objectives, assesses risk budget and designs strategies intended to produce repeatable risk-adjusted returns.¹⁰ Its stated investment model is discretionary.¹¹ The firm says it uses evidence-based portfolio decisions while balancing cost, risk and opportunity.¹² It also says its business model has no incentives to sell products or encourage unnecessary investments.¹³

FAQs

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Sources

1. 3 Capital Partners disclaimer , accessed 2026-10-23.
2. SFC additions, September 2016 , accessed 2026-10-23.
3. SFC variations, July 2018 , accessed 2026-10-23.
4. 3 Capital Partners disclaimer , accessed 2026-10-23.
5. 3 Capital Partners home page , accessed 2026-10-23.
6. 3 Capital Partners home page , accessed 2026-10-23.
7. Our Clients , accessed 2026-10-23.
8. Our Clients , accessed 2026-10-23.
9. Our Clients , accessed 2026-10-23.
10. Our Approach , accessed 2026-10-23.
11. Our Approach , accessed 2026-10-23.
12. Our Approach , accessed 2026-10-23.
13. Our Approach , accessed 2026-10-23.
14. Our People , accessed 2026-10-23.
15. Our People , accessed 2026-10-23.
16. Our People , accessed 2026-10-23.
17. Our People , accessed 2026-10-23.
18. Our People , accessed 2026-10-23.
19. Our People , accessed 2026-10-23.
20. Kenny Foo biography , accessed 2026-10-23.
21. Our People , accessed 2026-10-23.
22. Our People , accessed 2026-10-23.
23. Our People , accessed 2026-10-23.
24. Our People , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.