J
CRD: 327887
JY Capital Management
Santa Clara, CA
5165872170
$39.1M Total AUM
$39.1M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
2 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-21-2023
- Office Locations
- 1
Office Locations
-- Santa Clara CA
About JY Capital Management
JY Capital Management is a Santa Clara-based RIA. The firm has been operating for 2 years. Managing $39.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$39.1M AVG AUM / ADVISOR
$507.5K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
Capital Ridge
Investment Themes
Oak Alpha
Investment Vehicles
Momentum vital
Services
Fusion Signal Quantum prime
Owner & Executives
J
JUNYU GUO
Chief Compliance Officer, PRINCIPAL
- CRD
- #7790535
- Ownership
- 75% or more
(825) 620-1800
glacier.eagle@ridgecapital.com
in linkedin.com/in/momentum-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,080,337 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,080,337 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,080,337
Equity - Exchange:
34.8% Cash:
35.3% Derivatives:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,123,037,048 | 34.8% |
| Cash | $2,153,540,454 | 35.3% |
| Derivatives | $1,824,103,670 | 29.9% |
| Total | $6,100,681,172 | 100.0% |