CRD: 167923
Golden Jade Capital Management, LLC
$2.9M Total AUM
$2.9M Disc. AUM
3.1% 3Y CAGR
1 Employees
2 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2013
- Office Locations
- 1
Office Locations
-- Taipei City --
About Golden Jade Capital Management, LLC
Golden Jade Capital Management, LLC (CRD 167923) is a Taipei City–based investment adviser providing discretionary portfolio management with a risk-management orientation. Portfolios are primarily implemented with ETFs, alongside meaningful cash allocations and limited derivatives use. Custody is reported with Interactive Brokers. The firm is led by managing member and CCO Yu-Dong Chen.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
Available
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Custodian
Available
Investment Themes
Available
Owner & Executives
Y
YU-DONG CHEN
Chief Compliance Officer, Director, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,850,000 | $2,850,000 |
| Non-Discretionary | $0 | -- |
| Total | $2,850,000 | $2,850,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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