Lingke Cheng is a CFA-designated registered investment advisor at Zephyr Capital LLC, based in Chicago, IL, with 3 years of industry experience. Lingke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 10 clients with $9M 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% |
Zephyr Capital charges an annual management fee of 2% of assets under management, plus a performance fee equal to 20% of quarterly profits. Fees are negotiable.
Fee Estimator
Location
330 N Wabash Ave, Ste 2300, Chicago, IL, 60611
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
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
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
More Advisors
- Nicholas Hunt, CFPOppenheimer & CO. INC.
- Aimee O'connor, CFPMarquette Associates, INC.
- Sean Knoerzer, CFPCorient
- Deshawn Peterson, CFPMidland Wealth Management
- Wanjiku Ikenye, CFPJ.P. Morgan Securities LLC
- Michelle Pecyna, CFPRockefeller Capital Management