Gaoan Capital Management LLC

RIASEC Registered
Total AUM
$7.4M
Discretionary
$7.4M
100% of AUM
Avg account
$7.4M
Accounts
1
Employees
3
Advisory reps
1

Firm details

Headquarters
,
CRD number
312559
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gaoan Capital Management LLC is a small, institutional-focused hedge fund adviser organized as a limited liability company. The firm’s registered advisory activity centers on portfolio management for pooled investment vehicles, and its commercially meaningful revenue model includes both a percentage-of-assets fee and performance-based fees. That fee mix, combined with the single-fund structure, indicates an active, manager-driven approach where the team can take concentrated positions and charge incentive compensation when performance warrants. Investment activity emphasizes alternatives alongside selective use of pooled public vehicles. The firm is not positioned as an ESG-focused manager and is not organized as a multi-state adviser. Given the firm’s classification and advisory mandate, clients are primarily institutional and the manager appears to run strategies appropriate for a closed-end or hedge-fund-style structure rather than a broad retail platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Xinyu Chen

    Xinyu Chen

    Chief Executive OfficerCRD 5796096

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth