Kevin Hsu
Advisor at Summit Gates Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Kevin Hsu is a Series 65 licensed advisor at Summit Gates Capital with seven years of industry experience. His work history includes roles at Vaco LLC, Exploding Kittens Inc., Broadata Communications, and Clean Energy Fuels Corp. Kevin has been with Summit Gates Capital since 2018. Summit Gates Capital is an independent investment adviser that provides discretionary portfolio management for individual and high-net-worth clients. The firm focuses on a concentrated portfolio of primarily U.S. equities, combining fundamental and technical analysis to identify companies trading below intrinsic value.
Fee options
1.0% annually (0.25% quarterly, charged in arrears)
Account minimum: $100,000
Location
Cerritos, CA
Most active in
Kevin H has reported serving >5 clients in these states in the last 12 months.
California
Work history
Vaco LLC
2023 - Present (3 years)
Exploding Kittens Inc.
2022 - 2022 (1 year)
Broadata Communications
2019 - 2022 (3 years)
Summit Gates Capital LLC
2018 - Present (8 years)
Clean Energy Fuels Corp.
2016 - 2019 (3 years)
Clean Energy Fuels Corp.
2015 - 2016 (1 year)
Alna International LLC
2012 - 2018 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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