Lingke Cheng is a CFA-designated registered investment advisor at Zephyr Capital LLC, based in Chicago, IL, with 2 years of industry experience. Lingke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
In addition to the 2% management fee, Zephyr Capital charges a performance fee equal to 20% of the amount the ending value of the Account exceeds the beginning value of the Account for that quarter. Fees may be negotiable.
Fee Estimator
Location
330 N Wabash Ave, Ste 2300, Chicago, IL, 60611
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Regulatory History
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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Lingke holds a 20% member interest in Zephyr Solutions LLC, a financial data research company, dedicating a few hours per week to assisting with internal documentation and supporting overseas operations. Lingke also holds a 5% member interest in Balanced Life LLC, a company that operates and manages Pilates clubs, spending minimal time reviewing financial records and accounting statements.
Employment History
Current Registrations
Zephyr Capital LLC
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations1 state
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