$135.9M Total AUM
$135.9M Disc. AUM
7.9% 3Y CAGR
1 Employees
25 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- ElementBridge
- Established Date
- 07-17-2020
- Office Locations
- 1
Office Locations
-- Hillsborough CA
About 1N Capital, LLC
1N Capital, LLC is a Hillsborough-based RIA. The firm has been operating for 6 years. Managing $135.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$135.9M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Foundation Momentum Meridian Meridian matrix Capital
Custodian
Horizon horizon Momentum
Investment Themes
Oak crest
Investment Vehicles
Frontier catalyst Alpha vertex
Platform
Foundation
Services
Beacon Focus Atlas vertex Eagle Glacier beacon Focus capital
Technology
Peak Foundation
Owner & Executives
Y
YEN WU
Chief Compliance Officer And Sole Member
- CRD
- #5393970
- Ownership
- 75% or more
(723) 726-4278
legacy.beacon@peakcapital.com
in linkedin.com/in/eagle-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,872,830 | $2,717,457 |
| Non-Discretionary | $0 | -- |
| Total | $135,872,830 | $2,717,457 |
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Separately Managed Accounts
Total SMA Asset: $135,872,830
Equity - Exchange:
29.0% U.S. Government/Agency:
26.4% Cash:
33.6% Private Funds:
11.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,022,969,340 | 29.0% |
| U.S. Government/Agency | $931,254,848 | 26.4% |
| Cash | $1,185,233,442 | 33.6% |
| Private Funds | $388,022,853 | 11.0% |
| Total | $3,527,480,483 | 100.0% |