BIN Yuan Capital (Cayman) Limited

RIASEC RegisteredEst. 2014
Total AUM
$76M
Discretionary
$28M
37% of AUM
Avg account
$15.2M
Accounts
5
Employees
24
Advisory reps
7

Firm details

Headquarters
Grand Cayman,
CRD number
170104
Registered since
January 22, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers72.37%
  • Pooled Investment Vehicles27.63%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

BIN Yuan Capital (Cayman) Limited is a Cayman-registered investment adviser that focuses on managing pooled investment vehicles and institutional portfolios. The firm’s client base is institutional, and its business model combines a percentage-of-AUM fee schedule with performance-based fees, which is consistent with managers who run pooled funds or hedge-style strategies alongside separate account mandates. BIN Yuan Capital’s stated advisory activities emphasize portfolio management for pooled vehicles and for businesses or institutions, and it does not position itself as an ESG investor. Portfolio construction is equity-centric, with a heavy reliance on liquid, exchange-traded instruments for managed accounts. The firm also engages in at least one pooled private fund classified as “Other,” suggesting an active role in running or sponsoring an offshore fund vehicle. BIN Yuan Capital allocates to third-party alternative managers in commodities, indicating an overlay of non-equity risk exposures to complement public equity holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Hua Luo

    COO & CCOCRD 6282949

  • Ping Zhou

    Ping Zhou

    Founder & CIOCRD 6282943

Contacts

3 of 5
  • Huiyun Luo

    ShareholderCRD 6282948

  • Dongmei Zhang

    ShareholderCRD 6282947

  • Chen Wu

    ShareholderCRD 6282945

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Grand Cayman, null

Location

Grand Cayman, null

Headquartered in Grand Cayman, null.

Address
1 Nexus Way Camana Bay
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth