Guinea Value Investments
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
FINTRXOverview
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
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 Equities83%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds4%
- Derivatives3%
Owners & executives
1 of 1
Jingshu Zhang
Founder and Chief Investment OfficerCRD 7520684
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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