Zhang Capital Management Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zhang Capital Management Corp. provides individualized, discretionary investment advisory services to high‑net‑worth individuals and certain institutional clients and does not accept non‑HNW retail individual clients. The firm operates with a small client base and focuses on ongoing portfolio supervision using equities, ETFs, money market instruments and options.
The firm’s investment approach relies on quantitative analysis of intraday price and volume data and a proprietary library of recurring short‑term stock behavior patterns to identify trading opportunities. Strategies are implemented primarily through short‑term directional equity option positions and frequent trades, with average holding periods measured in days.
Notable differences from many independent advisers include an exclusive reliance on performance‑based compensation rather than a percentage‑of‑assets fee schedule, and a trading program that allocates material exposure to near‑term options and concentrated, short‑duration positions. Taken together — the performance‑fee model, the high turnover/options focus, and the firm’s small scale — create a risk and operational profile that is atypical among peer solo independent advisory firms.
Client services
Expertise
Fee options
20% of net profits annually in arrears based on capital gains or appreciation.
Account minimum: $100,000
Main office
New York NY
Advisors at this office
1
Most active in
New York
Disclosures
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Business activities & affiliations
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.
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