Xinyu Chen is a registered investment advisor at Gaoan Capital Management LLC, based in Atherton, CA, with 4 years of industry experience. Xinyu 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 $120K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gaoan Capital charges a monthly management fee based on the net asset value of the Shanhe Global Fund's shares:
- Class A Shares: 1.00% per year (one-twelfth of 1.00% monthly)
- Class B Shares: 1.25% per year (one-twelfth of 1.25% monthly)
Gaoan Capital also receives an annual performance fee based on the appreciation in the net asset value above a certain benchmark:
- Class A Shares: 5% of the appreciation
- Class B Shares: 20% of the appreciation
These fees are for managing the Shanhe Global Fund, not individual client accounts.
Location
Atherton, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gaoan Capital Management LLC
State Registrations1 state
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