FengCapital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FengCapital LLC provides ongoing portfolio management services to individual and high‑net‑worth clients, preparing an investment policy statement for each account and typically seeking discretionary trading authority. The firm states it generally limits advice to equities and primarily recommends value investments in the healthcare sector while also using other securities when appropriate.
The firm combines fundamental and technical analysis and employs long‑term equity trading alongside options strategies (including covered, uncovered, and spread positions). FCL manages client assets internally, conducts at least monthly account reviews, and describes policies intended to allocate investment opportunities fairly across accounts.
Compared with many firms in the investment‑manager category, FCL’s brochure highlights an uncommon orientation toward high‑net‑worth individuals and indicates no account minimum despite modest assets under management (approximately $2.27 million) and a single management person. It also discloses the ability to charge performance‑based fees subject to a high‑water‑mark and the use of higher‑risk options strategies, a combination that may differ from typical pooled‑vehicle managers.
Client services
Expertise
Fee options
Performance-based fees charged to qualified clients based on capital appreciation; fees are negotiable and subject to a high water mark; specific fee percentages not disclosed in brochure.
Main office
Arcadia CA
Advisors at this office
1
Most active in
California
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:
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Insurance agent
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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.
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