Golden Jade Capital Management, LLC

RIASEC RegisteredEst. 2013
Total AUM
$2.9M
Discretionary
$2.9M
100% of AUM
Avg account
$2.9M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
167923
Registered since
August 19, 2013
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Golden Jade Capital Management, LLC is a small, owner-operated investment adviser focused on discretionary portfolio management for individual and family clients and small businesses. The firm favors equity exposure and runs accounts under a performance-based fee arrangement, indicating an emphasis on active management and outcome-oriented compensation. Its advisory activity is narrowly defined: managing portfolios rather than providing institutional consulting, multi-state coverage, or pension services. The firm does not identify itself as an active ESG investor. Operationally the business is structured as a single-owner limited liability company and has been SEC-registered since 2013. The combination of a performance fee model and a concentrated client base points to a boutique, high-touch practice that tailors equity allocations and trading execution to a small number of relationships.

Assets & Accounts

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Cash & Cash Equivalents 35%, Derivatives 10%55%
  • Exchange Traded Equities55%
  • Cash & Cash Equivalents35%
  • Derivatives10%

Contacts

1 of 1
  • Yu-dong Chen

    Managing DirectorCRD 6196564

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth