History

The following covers the history of Rheos Capital Works.

2003

April

Company founded as Rheos Inc.

August

Registered for investment advisory services

September

Changed trade name to Rheos Capital Works Inc.

December

Launched investment advisory service for private investment trusts

Launched investment advisory service for pension assets

2004

April

Launched investment advisory service of the Rheos Japan Growth Stock Fund (Kurama Tengu) sold by DLJ direct SFG Securities (now Rakuten Securities)

2005

July

Change the corporate logo

2007

September

Acquired license to engage in investment trust management business

Deemed registration for financial instruments business (investment management business, Type II financial instruments business, investment advisory and agency business)

December

Change of financial instruments business registration accepted (amendment to method of business statement to add discretionary investment business)

2008

January

Launched business for discretionary investment contracts

Launched investment service for private investment trusts

August

Submitted registration statement for the Hifumi Fund to the Director-General of Kanto Finance Bureau

October

Launched operation and sales of the Hifumi Fund

2009

February

Capital increase through third-party allotment to IS Holdings Co., Ltd.

2010

November

Net asset value of Hifumi Fund exceeds one billion yen

2011

September

Launched operation of the Rheos Asia Select Stock Fund

2012

May

Launched operation of Hifumi Plus (sister fund of Hifumi Fund)

2013

April

Net asset value of Hifumi Fund Mother Fund exceeds ten billion yen

2015

April

Hifumi Fund net asset value exceeds 30,000 yen

2016

September

AUM of Rheos Capital Works exceeds 200 billion yen

October

Launched operation of Hifumi DC Fund, a fund exclusively for defined contribution (DC) pension plans

2017

February

Rheos Capital Works is featured on TV Tokyo's Cambria Palace

December

Net asset value of Hifumi Fund Mother Fund exceeds 500 billion yen

2018

October

10th anniversary of the Hifumi Fund celebrated (Commemorative Concept Movie)

2019

May

Interstellar Technologies' Shift to Space Quality MOMO-F3, the first private rocket in Japan and funded by Rheos Capital Works, is successfully launched

October

Launched operation and sales of Hifumi World

December

Launched operation of Hifumi World Plus (sister fund of Hifumi World)

2020

March

Joined the Fintech Association of Japan (FAJ) as a corporate member

April

Joined the Financial Advisors Association of Japan as a corporate member

May

Rebranding the Hifumi Series

June

SBI Financial Services Co., Ltd. (subsidiary of SBI Holdings, Inc.) acquires a majority stake in the company

December

YouTube channel "Okane no Manabiba!" (Money Learning Center) launched

2021

March

Launched operation of Marugoto Hifumi and Hifumi Global Bonds Mother Fund

Launched operation and sales of Hifumi Light

April

Joined the Japan Alternative Data Accelerator Association

Hifumi Fund series investor accounts exceed one hundred thousand

Founded the venture capital subsidiary Rheos Capital Partners, Inc.

May

AUM of Rheos Capital Works exceeds one trillion yen

August

Net asset value of Hifumi series exceeds one trillion yen

September

Launched operation of Hifumi World DC Fund, a fund exclusively for defined contribution (DC) pension plans

2023

April

Listed on the Growth Market of the Tokyo Stock Exchange

20th anniversary of foundation of Rheos Capital Works, Inc. (20th Anniversary Interview)

2024

February

AUM of Rheos Capital Works exceeds 1.3 trillion yen

March

Launched operation and sales of Hifumi Microscope Pro

April

SBI RHEOS HIFUMI Inc. established through a share transfer (Securities Code: 165A)

September

Launched operation and sales of Hifumi Crossover Pro

November

Finup Co., Ltd., established as a group company of SBI Rheos HifumiCo., Ltd., to conduct financial education business.

2025

March

Kiffy Co., Ltd., established as a group company of SBI Rheos Hifumi Co., Ltd., to  operate a donation platform business.

December

SBI Rheos Hifumi Co., Ltd. to be merged into SBI Global Asset Management Co., Ltd.