Yuxing Zhang
Advisor at Innealta 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
Yuxing Zhang is a financial advisor with Innealta Capital in Austin, TX, holding a Series 65 designation and three years of industry experience. He has been with Innealta Capital since 2018 and previously worked at AFAM Capital, Inc. and Rotella Capital. Outside of his advisory role, Mr. Zhang is a minority owner of Altafid PBC, a financial advisory technology platform serving Latin American and U.S. clients. Innealta Capital provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, separately managed accounts, and institutional investors. The firm employs a quantitative, risk-managed investment process using proprietary models and derivatives, serving both U.S. and non-U.S. clients through multiple investment vehicles including 1940 Act funds and model portfolios.
Expertise
Based on Innealta Capital
Factor investing / smart beta
Active portfolio management
Tax-loss harvesting
Real estate investing
Fee options
$0 - $1,000,000: 1.00% per annum (0.25% per quarter) $1,000,001 - $10,000,000: 0.75% per annum (0.1875% per quarter) $10,000,001+: 0.5% per annum (0.125% per quarter)
Account minimum: $50,000
Location
Austin, TX
Most active in
Yuxing Z has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Innealta Capital, LLC
2018 - Present (8 years)
AFAM Capital, Inc.
2017 - 2018 (1 year)
Rotella Capital
2017 - 2017 (1 year)
University of Chicago
2015 - 2016 (1 year)
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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
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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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