Investment adviser · CRD 331578
WINRISE CAPITAL INC
Investment adviser filing (IA)
BEIJING, China · Form ADV filed Oct 24, 2024
- Regulatory AUM
- $5.28M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $2,990,000 | 56.6% |
| High-net-worth individuals | Fewer than 5 | $2,290,000 | 43.4% |
Filing source
Form ADV 1908571 · Oct 24, 2024 · 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: Oct 24, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Security ratings · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
1002, UNIT 1, BUILDING 5, FANHAIGUOJI LANHAIYUAN, CHAOYANG DISTRICTBEIJING, 100016, China
CRD 331578
Filing source
Form ADV 1908571 · Oct 24, 2024 · 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.