Bin Yuan Capital Limited (Hong Kong)


Bin Yuan Capital Limited is an adviser based in Hong Kong. It manages $256 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014.

Bin Yuan Capital Limited provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bin Yuan Capital Limited: assets under management

The assets under management (AUM) of Bin Yuan Capital Limited is $256 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 205% since the beginning of its operation, and $66 million of the total AUM is attributable to clients outside of the United States.

The firm manages $256 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $51.2 million each.
Bin Yuan Capital Limited has custody of $256 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bin Yuan Capital Limited 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.

What kind of clients Ping Nmn Zhou serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Ping Nmn Zhou is investment companies with 3 clients and $63 million of assets under management. Among the 8 most similar advisory firms, Bin Yuan Capital Limited has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $66 million for 4 clients. 80% of the firm’s clients are foreign persons or businesses.

Bin Yuan Capital Limited also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Bin Yuan Capital Limited

The company employs 5 people that are either part- or full-time employees. 40 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.

Ping Nmn Zhou has been acting as President since 1 Oct 2012. Bin Yuan Capital (Cayman) Limited joined the executive team most recently as the Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Chen Nmn Wu Portfolio manager 1 Sep 2012 Other 6282945
Ping Nmn Zhou Chief executive officer/chief financial officer/shareholder/director 1 Oct 2012 50% - 75% 6282943
Ping Zhou Chief executive officer/chief financial officer/shareholder/director 1 Oct 2012 50% - 75% 6282943
Hua Nmn Luo Chief operating officer 1 Dec 2012 Other 6282949
Hua Luo Chief operating officer 1 Dec 2012 Other 6282949
Chen Nmn Wu Chief compliance officer/shareholder/director 1 Jul 2013 Other 6282945
Dongmei Nmn Zhang Shareholder 1 Jul 2013 25% - 50% 6282947
Huiyun Nmn Luo Shareholder 1 Jul 2013 Other 6282948
Chen Wu Chief compliance officer/shareholder/director 1 Jul 2013 Other 6282945
Dongmei Zhang Shareholder 1 Jul 2013 25% - 50% 6282947
Huiyun Luo Shareholder 1 Jul 2013 Other 6282948
Bin Yuan Capital (Cayman) Limited Shareholder 1 Sep 2016 75% - 100% 170104

Based in Hong Kong

The principal office where Bin Yuan Capital Limited performs its advisory services is located at Room 1505, 15/F, 299 Qrc,, Hong Kong, 00000, 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 852 2877 9330 or by fax 852 2877 9066. The normal business hours are 9 a.m. - 6 p.m. on Monday - Friday. You can find more information about the New York firm at binyuancapital.com.