YUANZHAN CAPITAL MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
IRVINE, California
CRD number
299558

Firm profile

FINTRX

Overview

Yuanzhan Capital Management is a small, privately held investment manager organized as a limited liability company that functions primarily as a sponsor and general partner of pooled investment vehicles. The firm’s visible activity centers on operating and advising a private equity vehicle rather than serving a broad retail or institutional advisory client base. It identifies as a manager and sponsor — acting as the GP or managing member on pooled funds — which implies direct involvement in deal sourcing, portfolio construction, and active oversight of portfolio companies. The firm does not present itself as a capital allocator to third‑party funds, and it is not listed as an active ESG investor or a multi‑state adviser. Its regulatory and business footprint suggests a focused, sponsor‑led model: small team, concentrated ownership, and direct management of one or a few private funds rather than a broad advisory 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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
200 Spectrum Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth