G
$20.5M Total AUM
$20.5M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- MomentumInsight +more
- Established Date
- 06-25-2024
- Office Locations
- 1
Office Locations
-- Union City NJ
About Guinea Value Investments
Guinea Value Investments is an RIA led by founder/CIO Jingshu Zhang, running a cycle-aware, contrarian value approach through an independent long/short portfolio strategy. The firm serves high-net-worth individuals, family offices, and institutions, aiming for attractive risk-adjusted returns across economic cycles. Custody includes Interactive Brokers.
Team overview
-- AVG AGE
$20.5M AVG AUM / ADVISOR
$893.0K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Signal ember Legacy
Asset Classes
Alpha Bridge Foundation
Client Personas
Signal
Custodian
Prime oak Quantum Radial Legacy Zenith
Investment Themes
Frontier radial Pathway pathway
Investment Vehicles
Vector vertex
Services
Bridge Frontier
Technology
Wave bridge Catalyst North insight
Owner & Executives
J
Jingshu Zhang
Chief Compliance Officer, Managing Member
- CRD
- #7520684
- Ownership
- 75% or more
(380) 728-5141
peak.focus@glaciercapital.com
in linkedin.com/in/fusion-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,537,890 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,537,890 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,537,890
Equity - Exchange:
12.1% Cash:
25.6% Public Funds:
19.6% Derivatives:
42.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $919,413,409 | 12.1% |
| Cash | $1,945,205,230 | 25.6% |
| Public Funds | $1,489,297,754 | 19.6% |
| Derivatives | $3,244,541,535 | 42.7% |
| Total | $7,598,457,928 | 100.0% |