Chinese Abraham Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
20111 Stevens Creek Blvd, Suite 200
Cupertino CA 95014
Advisors at this office
1
Most active in
California
Also doing business as
Ca Investment Advisers LLC · Chinese Abraham Investment Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")