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Amerina International Capital Management LLC

Amerina International Capital Management LLC. CRD 164030

A

CRD: 164030

Amerina International Capital Management LLC

$9.8M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
06-11-2012
Office Locations
1

Office Locations

1910 Pacific Ave. Suite 14245 Dallas TX

About Amerina International Capital Management LLC

Amerina International Capital Management is a Dallas-based, value-oriented, research-driven investment manager focused on publicly traded equities in the U.S. and greater China. It runs U.S. & China Select and Great China Growth portfolios targeting blue chips, leading Chinese companies, and innovative enterprises, guided by intrinsic value. A key differentiator is its cross-border research partnership with China-based Fine Assets Investments.

Team overview

-- AVG AGE
$9.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

J

JIAN GERALD KONG

President

CRD
#6057906
Ownership
10% but less than 25%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $9,763,991 --
Non-Discretionary $0 --
Total $9,763,991 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
U.S. Government/Agency Available Available
Total Available Available

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