ZHEN ADVISORS UNITED STATES, INC.
Adviser information for ZHEN ADVISORS UNITED STATES, INC. last updated from Form ADV on September 18th, 2023. 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-113646 |
|---|---|
| SEC ERA File Number | 802-113646 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 295633 |
| Legal Entity Identifier | None |
Principal Office
2000 ALAMEDA DE LAS PULGASSUITE 154
SAN MATEO
CA
United States
Monday - Friday, 9AM-5PM
Tel: 978-760-9568, Fax: None
Chief Compliance Officer
RUI GONG
GENERAL COUNSEL&COO
ROOM 2531, 25/F, CHINA WORLD OFFICE 1
NO.1 JIANGUOMENWAI AVENUE, CHAOYANG DISTRICT
BEIJING
China
Tel:
86-10-6505-7935
Fax:
86-10-6505-4938
R**@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ZHEN PARTNERS FUND V, L.P. | Venture Capital Fund | $541.7M | $0.0M | 38 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FANG, ANNA AI | Individual | – | DIRECTOR | 04/2017 | < 5% |
| ZHEN ADVISORS, LTD. | Foreign Entity | – | SHAREHOLDER | 04/2017 | > 75% |
| ROSY GLOW HOLDINGS LIMITED (SEY) | Foreign Entity | ZHEN INTERNATIONAL LTD. | SHAREHOLDER | 12/2016 | > 75% |
| BEST BELIEF PTC LIMITED | Foreign Entity | ROSY GLOW HOLDINGS LIMITED (SEY) | SHAREHOLDER | 12/2016 | > 75% |
| ZHEN INTERNATIONAL LTD. | Foreign Entity | ZHEN ADVISORS, LTD. | MEMBER | 10/2014 | > 75% |
| FANG, ANNA AI | Individual | – | CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER | 03/2020 | < 5% |