GOLDEN JADE CAPITAL MANAGEMENT, LLC

Adviser information for GOLDEN JADE CAPITAL MANAGEMENT, LLC last updated from Form ADV on February 23rd, 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 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 Yes
Type Accounts RAUM
Discretionary 10 $2.7M
Non-Discretionary 0 $0
Total 10 $2.7M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 10 $2.7M
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 10
No. of Non-U.S. Clients 100

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation Performance-based fees

Identifiers

SEC RIA File Number 801-78377
SEC ERA File Number 801-78377
SEC CIK Numbers None
SEC CRD Numbers 167923
Legal Entity Identifier None

Principal Office

12F, NO. 221, SEC. 4, JHONGSIAO E. RD.
TAIPEI CITY
Taiwan, Republic of China
Monday - Friday, BY APPOINTMENT
Tel: +866-2-87582878, Fax: +886-2-81924288

Chief Compliance Officer

YU-DONG CHEN
CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER
12F, NO. 221, SEC. 4, JHONGSIAO E. RD
.
TAIPEI CITY
Taiwan, Republic of China
Tel: +866-2-87582878
Fax: +886-2-81924288
(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
CHEN, YU-DONG Individual CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 04/2013 > 75%

No. Employees, Historic

105020192020202120222023202420251 on 7/8/20191 on 4/11/20201 on 6/2/20211 on 3/31/20221 on 3/28/20231 on 2/23/2024

RAUM, Historic

3M2M020192020202120222023202420252400000 on 7/8/20192420000 on 4/11/20202450000 on 6/2/20212550000 on 3/31/20222600000 on 3/28/20232700000 on 2/23/2024

No. Clients, Historic

1050201920202021202220232024202510 on 7/8/201910 on 4/11/202010 on 6/2/202110 on 3/31/202210 on 3/28/202310 on 2/23/2024