Beijing Phoenix Jinxin Investment Management, LLC (Beijing)

Name: Beijing Phoenix Jinxin Investment Management, LLC
Address: Building 18, Courtyard 18, Ziyue Road,, Beijing, 100018
Telephone: 86 10 58160321

Beijing Phoenix Jinxin Investment Management, LLC is an adviser based in Beijing. It manages $20 thousand of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018.

Beijing Phoenix Jinxin Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Beijing Phoenix Jinxin Investment Management: assets under management

The assets under management (AUM) of Beijing Phoenix Jinxin Investment Management, LLC is $20 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $10 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $20 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beijing Phoenix Jinxin Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Beijing Phoenix Jinxin Investment Management, LLC

The company employs 6 people that are either part- or full-time employees. 17 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ltd Beijing Fenghuang Lilita Information Technology Co.	Member	1 Jan 2016	75% - 100%	foreign
Xin He	Executive director	1 Jan 2016	Other	6856055
Gang Wang	Chief technology officer	1 Jan 2016	Other	6856056
Jiaxi Zhang	Chief compliance officer	1 Jan 2016	Other	6856061
Wenxian Liu	Supervisor	1 Jan 2016	Other	6924045
Zesen Xu	Chief compliance officer	1 Jun 2018	Other	6984693
Gang Wang	Chief executive officer; chief operations officer	1 Jan 2019	Other	6856056
Chaowei Fan	Chief financial officer; chief compliance officer	1 Jan 2019	Other	6856047
Yusi Bai	Chief legal officer	1 Jan 2019	Other	7121951

Based in Beijing

The principal office where Beijing Phoenix Jinxin Investment Management, LLC performs its advisory services is located at Building 18, Courtyard 18, Ziyue Road,, Beijing, 100018, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 86 10 58160321. The normal business hours are 10:00 am - 7:00 pm on Monday - Friday. You can find more information about the New York firm at fengjr.com.