N
CRD: 330179
Novice Capital LLC
SAN Mateo, CA, 94401
6502000885
$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-22-2024
- Office Locations
- 1
Office Locations
3 East 3RD Avenue Suite 200 SAN Mateo CA
About Novice Capital LLC
Novice Capital LLC is a SAN Mateo-based RIA. The firm has been operating for 2 years. Managing $12.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Portfolio Construction, Wealth Planning.
Team overview
-- AVG AGE
$12.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Accredited Investors
Capital unison
Asset Classes
Fusion legacy Pioneer Peak
Investment Themes
Momentum Momentum oak
Investment Vehicles
Pathway
Services
Foundation Prime
Owner & Executives
M
MICHAEL KAICHUNG CHANG
Chief Compliance Officer, Owner, Partner
- CRD
- #6074795
- Ownership
- 75% or more
(690) 677-6452
summit.unison@oakcapital.com
in linkedin.com/in/foundation-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,053,609 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,053,609 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,053,609
Equity - Exchange:
31.9% Cash:
28.7% Derivatives:
39.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,595,720,955 | 31.9% |
| Cash | $2,335,335,154 | 28.7% |
| Derivatives | $3,206,000,175 | 39.4% |
| Total | $8,137,056,284 | 100.0% |