SCHOLARDOG
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 341107
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Scholardog is organized as a limited liability company that provides portfolio management services targeted at individuals and small businesses. The firm charges fees as a percentage of assets under management and is identified in the dataset as an unclassified adviser rather than as a multi-state or pension consultant adviser. The record also indicates Scholardog is not an active ESG investor, does not function as a capital allocator, and is not listed as a related adviser. The SEC registration year is not listed in the available summary. The firm's stated business activity—direct portfolio management for retail and small business clients—suggests a client-facing advisory model rather than one centered on separate private funds or institutional manager-of-managers mandates.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1zheng zhu
CEOCRD 8228625
Contacts
1 of 1danjuan zeng
CRD 8228626
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 525 Technology Dr
- Time zone
- PT (UTC-8)
- Office locations
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