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Fundnote Surpasses 25 Billion Yen in Managed Assets

Fundnote, an independent investment management firm based in Minato, Tokyo, has reached a significant milestone by surpassing 25 billion yen in managed assets. Founded in 2021, the company operates under the mission of enriching Japan and enhancing lives through investment. By launching and managing private funds directly and efficiently, they have worked diligently to cultivate a robust investment platform.

Growth and Support from Investors

As of April 11, 2025, Fundnote's focus on direct sales and transparent operations has garnered substantial support from investors across Japan. They strive to enhance wealth through innovative investment vehicles while maintaining high levels of transparency. Investors are not only provided with information about the fund manager's background but also their investment philosophies and strategies, fostering a trusting relationship between the investor and the firm.

Since launching their public investment trust operations in December 2024, Fundnote has seen a remarkable increase in account openings, exceeding 7,500. The investor demographic is diverse, with a particular focus on individual investors seeking long-term wealth accumulation. Many are actively engaged professionals aged 30 to 50, keen on balancing their careers with effective asset growth. Fundnote’s unique management style appeals to this group, which often consists of business owners and high-net-worth individuals.

Investor Profile

Insights into Fundnote's investor base reveal:

• - Approximately 80% are between the ages of 30 and 50, with an average age of 46.
• - 73.2% possess financial assets exceeding 10 million yen.
• - The average investment amount per account stands at 6.23 million yen.
• - 14.2% are categorized as high-net-worth individuals holding assets over 100 million yen.

These insights highlight that the firm’s investment strategies resonate well with individuals committed to both professional success and asset management.

Launch of YouTube Channel

To commemorate the achievement of managing over 25 billion yen in assets, Fundnote has taken their commitment to transparency and information dissemination a step further by launching an official YouTube channel. This platform aims to share valuable insights into the fund manager’s investment philosophy, market perspectives, and strategies regarding unlisted stock investments. They plan to provide answers to queries from investors, presenting the information in a straightforward manner. This initiative aligns with their vision to further convey their mission of enriching Japan and enhancing lives through investment.

Spotlight on Current Public Investment Trusts

Currently, Fundnote is managing two public investment trusts:
1. Fundnote IPO Crossover Fund (Akebono): Commenced in December 2024, this fund invests in small to mid-cap stocks listed within five years in Japan, as well as unlisted stocks expected to go public within two years. This innovative approach, combining both IPO and pre-IPO investments, aims to offer investors new opportunities previously inaccessible in traditional investments.
2. Fundnote Japan Stock Kaihou Fund (Kaihou): This fund will begin operations in January 2025, primarily focusing on domestic equities under the guidance of Kaihou Corporation, which is committed to contributing to Japanese households by identifying discrepancies between real corporate value and stock prices.

The fund managers for both investment trusts are recognized professionals dedicated to achieving substantial returns by implementing their unique strategies. By integrating their seasoned investment knowledge and active management style, Fundnote continues to foster a dynamic investment environment.

In conclusion, Fundnote is committed to redefining how investments can contribute to individual and national prosperity while enhancing transparency and engagement with investors. With the launch of their YouTube channel and innovative products, they aim to reach an even wider audience, encouraging more individuals to join in the journey of wealth creation and financial empowerment.

For more details: Official Site

Company Overview

Name: Fundnote, Inc.
Address: 5-29-20 Shiba, Minato, Tokyo
Business: Investment management, second-class financial instruments business, and qualified institutional investor special operations.
Financial Instruments Business Operator: Director of the Kanto Local Finance Bureau (Kinsho) No. 3413.
Affiliated Association: General Incorporated Association Investment Trust Association.