Yung Lin is a registered investment advisor at Lin Capital Management, LLC, based in Seattle, WA, with 15 years of industry experience. Yung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lin Capital Management manages a private fund with two fee options:
- Option 1: 2.004% annual management fee and no performance fee.
- Option 2: 0.996% annual management fee and a 10% performance fee based on profits.
Separately managed accounts are charged a monthly fee of 0.125% of the portfolio's value, which translates to 1.50% annually. This fee is billed annually.
Location
4314 Bagley Ave N, Seattle, WA, 98103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Yung is a board member of the Seattle Chinese Culture and Arts Association, a non-profit organization, spending minimal time. He also manages a private fund and a mutual fund through Lin Capital Management and Tree Ring Capital Management, respectively, dedicating a significant amount of time to each.
Employment History
Current Registrations
Lin Capital Management, LLC
Previous Registrations
Ceros Financial Services, INC.Broker
State Registrations1 state
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