G
CRD: 314110
Grandva Capital LLC
LA Jolla, CA
8584566688
$15.6M Total AUM
$15.6M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
-- LA Jolla CA
About Grandva Capital LLC
Grandva Capital LLC is a LA Jolla-based RIA. The firm has been operating for 5 years. Managing $15.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Portfolio Construction, Wealth Planning.
Team overview
-- AVG AGE
$15.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
5.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Prime Alpha frontier Ridge
Client Personas
Value vertex
Investment Vehicles
Peak
Services
Vector glacier Optima capital Ember pioneer
Owner & Executives
G
Guangli Chen
Chief Compliance Officer, Chief Investment Officer, PRINCIPAL
- CRD
- #7359082
- Ownership
- 75% or more
(393) 538-8846
matrix.momentum@meridiancapital.com
in linkedin.com/in/frontier-focus
Y
Yan Dai
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(377) 862-7758
catalyst.eagle@matrixcapital.com
in linkedin.com/in/beacon-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,560,901 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,560,901 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,560,901
Equity - Exchange:
37.1% Cash:
62.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $824,237,680 | 37.1% |
| Cash | $1,397,427,226 | 62.9% |
| Total | $2,221,664,906 | 100.0% |