サインイン 無料でサインアップします。

Chinamerica Holdings, L.L.C. (Richardson)


Chinamerica Holdings, L.L.C. is a large advisory firm based in Richardson. It manages $25.5 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Logo



Chinamerica Holdings, L.L.C provides portfolio management for individuals and small businesses, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chinamerica Holdings, L.L.C: assets under management

The assets under management (AUM) of Chinamerica Holdings, L.L.C. is $25.5 million. The firm's AUM has grown by 176% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6 million in discretionary accounts and $19.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $19.5 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Chinamerica Holdings, L.L.C. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richardson

The principal office where Chinamerica Holdings, L.L.C. performs its advisory services is located at 2909 St. Andrews Dr., Richardson, TX 75082, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-690-1177 or by fax 972-690-1306. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.chinamericaholdings.com.


Registered investment advisers similar to Chinamerica Holdings, L.L.C.