$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-10-2015
- Office Locations
- 1
Office Locations
-- Arcadia CA
About Fengcapital LLC
FengCapital LLC is an Arcadia, CA investment adviser focused on fundamental investing in healthcare and life sciences. The firm provides portfolio construction and asset allocation for retail-oriented clients, with an ETF-centric implementation approach (SMA assets reported primarily in equity ETFs).
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Investment Themes
Matrix signal
Investment Vehicles
Vertex
Services
Pioneer legacy
Owner & Executives
G
GUOFENG XU
Chief Operating Officer
- CRD
- #6447911
- Ownership
- 75% or more
(254) 619-7002
catalyst.radial@deltacapital.com
in linkedin.com/in/delta-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,270,620 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,270,620 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,270,620
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,389,339,499 | 100.0% |
| Total | $4,389,339,499 | 100.0% |