AMERICA COSTONE INVESTMENT ADVISERS INC.
Adviser information for AMERICA COSTONE INVESTMENT ADVISERS INC. last updated from Form ADV on March 28th, 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 | California, 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 | 802-128757 |
|---|---|
| SEC ERA File Number | 802-128757 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328134 |
| Legal Entity Identifier | None |
Principal Office
SUITES 2052445 AUGUSTINE DRIVE
SANTA CLARA
CA
United States
Monday - Friday, 9:00 AM-6:00 PM
Tel: 1-415-407-6966, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| CO-STONE ASSET MANAGEMENT CO., LTD | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| YANGTZE GLOBAL GROWTH FUND SPC - COSTONE NO.1 SP | Private Equity Fund | $19.4M | $0.1M | 21 |
| YANGTZE GLOBAL GROWTH FUND SPC - COSTONE NO.3 SP | Private Equity Fund | $14.6M | $0.1M | 21 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CO-STONE ASSET MANAGEMENT CO.,LTD | Foreign Entity | – | SHAREHOLDER | 04/2023 | > 75% |
| TAO, Tao | Individual | – | DIRECTOR | 04/2023 | < 5% |
| ZHANG, Wei | Individual | – | DIRECTOR | 04/2023 | < 5% |
| MA'ANSHAN SHENZHOU CO-STONE EQUITY INVESTMENT PARTNERSHIP (LIMITED PARTNERSHIP) | Foreign Entity | CO-STONE ASSET MANAGEMENT CO.,LTD | SHAREHOLDER | 08/2015 | 25-50% |
| ZHANG, Wei | Individual | MA'ANSHAN SHENZHOU CO-STONE EQUITY INVESTMENT PARTNERSHIP (LIMITED PARTNERSHIP) | GENERAL PARTNER | 08/2015 | 25-50% |