XUEQIU HOLDINGS LIMITED
Adviser information for XUEQIU HOLDINGS LIMITED last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | British Virgin Islands |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 4 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | INVESTMENT RECOMMENDATIONS AND COMMENTARY |
|---|---|
| Compensation | Fixed fees |
| Other Business Activities | INVESTMENT ADVICE SERVICES |
Identifiers
| SEC RIA File Number | 801-112285 |
|---|---|
| SEC ERA File Number | 801-112285 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 291464 |
| Legal Entity Identifier | None |
Principal Office
17TH FLOOR, RONSIN TECHNOLOGY CENTERLAIGUANGYIN CHAYOYANG DISTRICT
BEIJING
China
Monday - Friday, 10:00AM - 4:00PM
Tel: 86-10-61840600, Fax: None
Chief Compliance Officer
LONG ZHANG
17TH FLOOR, RONSIN TECHNOLOGY CENTER
LAIGUANGYIN CHAYOYANG DISTRICT
BEIJING
China
Tel:
86-10-61840600
R************@*********M
(Full email address available in API data)
Regulatory Contact
ZHE LI
OPERATION MANAGER
17TH FLOOR, RONSIN TECHNOLOGY CENTER
LAIGUANGYIN CHAYOYANG DISTRICT
BEIJING
China
Tel:
86-10-61840600
F*****@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Fang, Sanwen, NMN | Individual | – | DIRECTOR | 01/2014 | > 75% |
| Zhang, Long | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2018 | < 5% |
| LI, ZHE | Individual | – | OPERATION MANAGER | 04/2021 | < 5% |
| WANG, XING | Individual | – | OPERATION MANAGER | 04/2021 | < 5% |