Investment adviser · CRD 106849
JOHN HSU CAPITAL GROUP, INC.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jan 29, 2018
- Regulatory AUM
- $120M Form ADV · Item 5.F
- Client accounts
- 17 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | Fewer than 5 | $73,784,715 | 61.5% |
| Charities | Fewer than 5 | $20,852,295 | 17.4% |
| Other clients | 10 | $17,883,999 | 14.9% |
| Individuals | Fewer than 5 | $7,467,430 | 6.2% |
Filing source
Form ADV 1167607 · Jan 29, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 29, 2018. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
800 THIRD AVENUE, SUITE 1703NEW YORK, NY, 10022, United States
CRD 106849
Filing source
Form ADV 1167607 · Jan 29, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.