KOIN CAPITAL INC

Adviser information for KOIN CAPITAL INC last updated from Form ADV on March 20th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 1
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 0 $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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation Fixed fees

Identifiers

SEC RIA File Number 801-122125
SEC ERA File Number 801-122125
SEC CIK Numbers None
SEC CRD Numbers 315355
Legal Entity Identifier None

Principal Office

11248 WILCREST GREEN DR
HOUSTON
TX
United States
Monday - Friday, 9 AM TO 6 PM
Tel: 517-775-9786, Fax: None

Websites

Chief Compliance Officer

JIYU DING
11248 WILCREST GREEN DR
HUSTON
TX
United States
Tel: 517-775-9786
(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
Ding, Jiyu Individual PRESIDENT; CCO; DIRECTOR; SHAREHOLDER 10/2020 50-75%
XU, Hang Individual SHAREHOLDER 07/2021 10-25%
Zhang, Yang Individual SHAREHOLDER 07/2021 < 5%
Hao, Shuai Individual SHAREHOLDER 04/2023 10-25%

No. Employees, Historic

1050202120222023202420251 on 7/20/20211 on 8/18/20211 on 10/1/20211 on 11/22/20211 on 2/8/20221 on 2/15/20221 on 6/16/20231 on 3/20/2024