Zihuitrading LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zihui Trading LLC provides discretionary and non‑discretionary portfolio management and related investment advice to individuals, families and corporations, with an expressed focus on Chinese‑speaking immigrants in the U.S. and Chinese residents outside the U.S. seeking to diversify into the U.S. equity market. The firm customizes portfolios to client risk tolerance and investment objectives and may on occasion provide other individual advice outside of portfolio management.
The firm employs both technical and fundamental analysis and implements a range of strategies — including long‑term and short‑term equity positions, margin transactions and covered options — that are tailored to each client’s suitability profile. It monitors and rebalances accounts regularly, aggregates trades into block executions across accounts, and recommends that clients use a specific broker‑dealer platform for execution and custody.
Noteworthy aspects of the firm include its explicit niche serving Chinese‑language and cross‑border clients interested in U.S. equities and its reliance on active trading tools rather than a solely passive allocation approach. The firm also operates with a compact client roster, does not custody assets itself, and directs clients to a low‑cost execution and custody provider.
Client services
Expertise
Demographic focus
Fee options
$0 - $50,000: 4.00% $50,000 - $150,000: 3.00% $150,000 - $250,000: 2.50% $250,000+: 2.00%
Account minimum: $100,000 (may be waived at advisor's discretion)
Main office
Staten Island 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
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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
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Trust company
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Fund sponsor
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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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