BIN YUAN CAPITAL LIMITED

RIASEC RegisteredEst. 2014
Total AUM
$888M
Discretionary
$888M
100% of AUM
Avg account
$148M
Accounts
6
Employees
4
Advisory reps
3

Firm details

Headquarters
Hong Kong,
CRD number
170109
Registered since
January 22, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles67.91%
  • Pension & Profit Sharing Plans28.94%
  • State / Municipal Government1.8%
  • Other Investment Advisers1.35%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

BIN Yuan Capital Limited is a corporate investment adviser registered with the SEC since 2014 that serves institutional clients. The firm’s advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional investors. Its compensation mixes a percentage-of-assets-under-management fee with performance-based fees, which is consistent with active, outcome-driven mandates. BIN Yuan describes a clear preference for equity exposures and runs discretionary strategies — it is not identified as an active ESG investor. The firm is structured as a foreign-affiliated entity and appears to concentrate on a small number of large institutional relationships rather than a broad retail client base. Advisory classification is relatively narrow: BIN Yuan operates as an investment adviser to pooled vehicles and institutions rather than as a pension consultant or broad retail manager.

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
  • PING ZHOU

    Founder & CIOCRD 6282943

  • HUA LUO

    COO & CCOCRD 6282949

Contacts

1 of 1
  • CHEN WU

    ShareholderCRD 6282945

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hong Kong, null

Location

Hong Kong, null

Headquartered in Hong Kong, null.

Address
Room 1505 15f 299qrc
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth