Canyon Bridge Management Consulting (Beijing) Co Ltd (Menlo Park)

Name: Canyon Bridge Management Consulting (Beijing) Co Ltd
Address: 100 Middlefield Road, Menlo Park, CA, 94025
Telephone: 6503381788

Canyon Bridge Management Consulting (Beijing) Co Ltd is a large advisory firm based in Menlo Park. It manages $1.52 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.

Canyon Bridge Management Consulting (Beijing) provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Canyon Bridge Management Consulting (Beijing): assets under management

The assets under management (AUM) of Canyon Bridge Management Consulting (Beijing) Co Ltd is $1.52 billion. The company doesn't manage any assets belonging to foreign clients.

What kind of clients Canyon Bridge Management Consulting (Beijing) serves?

The only and largest group of clients of Canyon Bridge Management Consulting (Beijing) is other investment advisers with 1 clients and $0 of assets under management. Among the 8 most similar advisory firms, Canyon Bridge Management Consulting (Beijing) has the highest percentage of other investment advisers out of all clients.

None of the firm’s clients are foreign persons or businesses.

Canyon Bridge Management Consulting (Beijing) also advises several private funds.

Careers at Canyon Bridge Management Consulting (Beijing) Co Ltd

The company employs 4 people that are either part- or full-time employees. 75 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Canyon Bridge Management (Hong Kong) Limited	Shareholder	1 Aug 2016	75% - 100%	foreign entity
Ann Marie Swanson	Chief compliance officer	1 Dec 2016	Other	4684405
Hong John Kao	Executive director; legal representative	1 Dec 2016	Other	6740441
Ann O Swanson	Chief compliance officer	1 Dec 2016	Other	2806641
Lei Zhao	General manager	1 Sep 2017	Other	6886815

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Benjamin Bin Chow	Shareholder; chairman; ceo	1 Sep 2016	50% - 75%	6723414
Canyon Bridge Management Corp.	Shareholder	1 Nov 2016	75% - 100%	81-4064638
Peter Chin Kuo	Shareholder; director; co-president	1 Dec 2016	25% - 50%	4334189
Heber Raymond Bingham	Shareholder; director; co-president	1 Dec 2016	25% - 50%	5297741

Based in Menlo Park

The principal office where Canyon Bridge Management Consulting (Beijing) Co Ltd performs its advisory services is located at 100 Middlefield Road, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 6503381788. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at canyonbridge.com.