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 an SEC-registered institutional registered investment adviser that serves institutional clients. Organized as a corporation and owned by foreign and individual interests, the firm has been registered with the SEC since 2014. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutional accounts. Compensation is a mix of asset-based fees and performance-based fees, and the firm does not identify as an ESG investor or a pension consultant. BIN Yuan Capital does not present itself as a capital allocator; instead its activity appears focused on managing discretionary mandates and at least one pooled vehicle. The combination of performance fees and pooled-vehicle advisory responsibility suggests the firm operates structures where outperformance can generate incentive compensation.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    Ping Zhou

    Founder & CIOCRD 6282943

  • Hua Luo

    COO & CCOCRD 6282949

Contacts

1 of 1
  • Chen Wu

    ShareholderCRD 6282945

Wealth teams

FINTRX

Newly hired reps

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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