Chinese Abraham Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,050,000
Clients
36
61% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
LowAverage account size
$1,001,389
About
Chinese Abraham Investment Advisors LLC provides discretionary investment advisory and portfolio management services to individuals, trusts, charitable organizations and retirement plans, overseeing roughly $36 million across about three dozen client relationships. The firm emphasizes ongoing portfolio management rather than stand‑alone financial planning, and offers both active management and tax‑efficient investment programs.
The adviser follows an active, asset‑allocation and market‑timing approach that incorporates fundamental, technical and cyclical analysis and can implement a broad set of strategies, including long‑ and short‑term holdings, frequent trading, short sales, margin and options or futures. The firm also offers performance‑based fee arrangements for qualified clients and manages both performance‑fee and asset‑based accounts, with policies and reviews intended to address potential conflicts from side‑by‑side management.
Notable differences from many peers are its single‑advisor structure combined with offering performance‑based compensation, a relatively uncommon pairing among supported firms, and a modest number of accounts relative to assets managed. The adviser also integrates tax‑aware services and planning into its management engagements and maintains an additional affiliation as an investment adviser representative with an unaffiliated RIA, which may affect referral or business arrangements.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
0.5% to 2.00% annually
Hourly fees charged; specific rates not stated, fees are negotiable
8% to 15% of net gains, charged quarterly in arrears for qualified clients
Account minimum: $250,000
Main office location
Chinese Abraham Investment Advisors LLC
20111 Stevens Creek Blvd, Suite 200
Cupertino CA 95014, United States
Number of offices
3
Most active in
Chinese Abraham Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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