Guinea Value Investments

RIASEC Registered
Total AUM
$20.5M
Discretionary
$20.5M
100% of AUM
Avg account
$893K
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
332102
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI81.58%
  • Corporations / Businesses9.95%
  • Individuals8.47%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Guinea Value Investments is a small, equity-focused advisory firm that provides discretionary portfolio management for individuals, families and select institutional clients. The firm charges a combination of percentage-of-AUM fees and performance-based fees, which supports active, outcome-oriented mandates. Its filings indicate a clear preference for publicly traded equities as the primary building block of client portfolios; the firm is not identified as an active ESG investor. The business appears arranged around separately managed account (SMA) strategies rather than pooled vehicles. That structure, together with the use of performance fees, suggests the firm runs concentrated, high-conviction equity sleeves or tactical equity overlays for clients who seek differentiated return potential versus passive benchmarks. Custody and execution are centralized through a single custodian, supporting a streamlined trading and reporting workflow.

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 83%, Cash & Cash Equivalents 10%, Public Funds/Mutual Funds 4%, Derivatives 3%83%
  • Exchange Traded Equities83%
  • Cash & Cash Equivalents10%
  • Public Funds/Mutual Funds4%
  • Derivatives3%

Owners & executives

1 of 1
  • Jingshu Zhang

    Jingshu Zhang

    Founder and Chief Investment OfficerCRD 7520684

Wealth teams

FINTRX

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth