YG
YG

Yuanshan Guo

13 Years of Experience
San Francisco, CA

Yuanshan Guo is a registered investment advisor at Yiheng Capital Management, L.P., based in San Francisco, CA, with 13 years of industry experience. Yuanshan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$613.6M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Yiheng Capital manages investments for private investment funds and receives management fees based on the class of investor:

  • Class A: 1% per year
  • Class B: 1.5% per year
  • Class C: 2% per year

These fees are calculated and paid quarterly in advance. The firm may also receive a percentage of profits above a certain threshold.

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Location

101 California Street, Suite 2880, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Yiheng Capital Management, L.P.
March 2013 - Present · 13 yrs 2 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.