Investment adviser · CRD 322864
LI ENTERPRISES
Investment adviser filing (IA)
PHILIP Y LI
SAN FRANCISCO, CA, United States · Form ADV filed May 2, 2026
- Employees
- 0 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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 |
|---|---|---|---|
| Individuals | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 2102825 · May 2, 2026 · 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: May 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Not reported in these imported fields
Principal office
584 CASTRO ST, #2512SAN FRANCISCO, CA, 94114-2512, United States
CRD 322864
Filing source
Form ADV 2102825 · May 2, 2026 · 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.