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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-10-2007
- Office Locations
- 1
Office Locations
About Evla Hills Equity Services LLC
Evla Hills Investment Management LLC is a Saratoga, CA advisor that builds need-based portfolios through direct ownership of individual stocks and bonds. Client portfolios are typically concentrated (around 15 stocks) and managed with asset allocation, active hedging, and disciplined sell criteria. Led by CIO Dong Hao Zhang, PhD, a former Phoenix Investment Partners U.S. equity portfolio manager, serving retail and institutional clients via Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
DONG HAO ZHANG
Financial Advisor, Managing Member
- CRD
- #2413449
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,620,636 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,620,636 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,799,615
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $964,180,307 | 20.7% |
| U.S. Government/Agency | $1,197,074,101 | 25.7% |
| Public Funds | $335,367,063 | 7.2% |
| Cash | $1,075,969,328 | 23.1% |
| Corporate - Investment Grade | $1,085,285,080 | 23.3% |
| Total | $4,657,875,879 | 100.0% |