Minorkey Management
Firm details
- Headquarters
- ,
- CRD number
- 285365
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Minorkey Management is a small, single-office registered investment adviser organized as a limited liability company that provides discretionary portfolio management for individuals and small businesses. The firm charges both a percentage-of-assets fee and can take performance-based fees, a structure that often aligns with managers who run concentrated or outcome-focused mandates. Filings indicate a clear preference for equity exposure and use of exchange-traded instruments as the primary building blocks of client portfolios. The adviser is not flagged as an active ESG investor, is not multi-state, and is not classified as a capital allocator or related adviser.
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 Equities60%
- Cash & Cash Equivalents40%
Contacts
1 of 1
Jason Zhao
Managing MemberCRD 2895933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations