Golden Jade Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 167923
- Registered since
- August 19, 2013
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Golden Jade Capital Management, LLC is a small, owner-operated investment adviser focused on discretionary portfolio management for individual and family clients and small businesses. The firm favors equity exposure and runs accounts under a performance-based fee arrangement, indicating an emphasis on active management and outcome-oriented compensation. Its advisory activity is narrowly defined: managing portfolios rather than providing institutional consulting, multi-state coverage, or pension services. The firm does not identify itself as an active ESG investor. Operationally the business is structured as a single-owner limited liability company and has been SEC-registered since 2013. The combination of a performance fee model and a concentrated client base points to a boutique, high-touch practice that tailors equity allocations and trading execution to a small number of relationships.
Assets & Accounts
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Cash & Cash Equivalents35%
- Derivatives10%
Contacts
1 of 1Yu-dong Chen
Managing DirectorCRD 6196564
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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