Advisor at Evla Hills Equity Services LLC
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Firm
Evla Hills Equity Services LLC
Location
Saratoga, CA
Credentials
Series 65
Industry experience
20 years
Dong Zhang is the sole advisor at Evla Hills Equity Services LLC, an independent registered investment adviser based in Saratoga, CA. He holds a Series 65 designation and has 20 years of industry experience, having led Evla Hills since its founding in 2006. Evla Hills Equity Services LLC provides discretionary investment management and financial planning to individuals, small businesses, non-profit organizations, retirement accounts, and pooled investment vehicles. The firm employs an opportunistic, fundamentals-first investment approach with concentrated equity portfolios and custom asset allocation, and it operates a private fund alongside advisory services for other pooled vehicles, including institutional clients.
20% incentive allocation on Fund profits exceeding prior losses; 10% performance fee on unaffiliated pooled investment vehicle profits exceeding prior losses.
Account minimum: $250,000
Saratoga, CA
California
Evla Hills Equity Services LLC
2006 - Present (20 years)
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