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Yucheng Yang

1 Year of Experience

Yucheng Yang is a registered investment advisor at Syntheticfi LLC, based in San Francisco, CA, with 1 years of industry experience. Yucheng operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 121 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
121 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$153.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

SyntheticFi charges an annual fee based on the value of the box spread options managed. This fee varies between 0% and 2.00%. The firm calculates the value of the assets managed as the absolute value of the value-at-expiration of the box spread options. Fees are charged monthly in arrears. The specific fee is outlined in the Investment Advisory Agreement and can be negotiated. Clients pay the advisory fee even if they do not make any transactions.

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Location

156 2nd St, #610, San Francisco, CA, 94105

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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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Other Business Activities

Yucheng is the CEO of Cyclone Technologies, Inc., dedicating about half of his time to this role, and managing member of Converge Fashion, LLC, spending minimal time. Neither activity is investment-related.

Employment History
Current Registrations
Syntheticfi LLC
July 2024 - Present · 1 yr 9 mos
State Registrations2 states
CATX
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.