AdvisorRanked
100
Clean

YIHENG CAPITAL MANAGEMENT, L.P.

101 CALIFORNIA STREET, SAN FRANCISCO, CA 94111
Fiduciaryfee-onlySEC Registered
415-582-6360 HTTP://WWW.YIHENGCAPITAL.COM CRD #163812
$676M
Assets Managed
3
Clients
6
Employees
13
Years Active
since 2013

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46111. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 13 years.

Firm Details

Legal NameYIHENG CAPITAL MANAGEMENT, L.P.
CRD Number#163812
SEC RegisteredYes
Registration Date2013-03-05
States RegisteredCA
Assets Under Management$676M
Number of Clients3
Employees6
Compensation Typefee-only
Last ADV Filing46111

Other Advisors in SAN FRANCISCO

View all advisors in SAN FRANCISCO

Frequently Asked Questions

Is YIHENG CAPITAL MANAGEMENT, L.P. a fiduciary?

Yes. YIHENG CAPITAL MANAGEMENT, L.P. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does YIHENG CAPITAL MANAGEMENT, L.P. charge clients?

YIHENG CAPITAL MANAGEMENT, L.P. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does YIHENG CAPITAL MANAGEMENT, L.P. have any complaints?

No. YIHENG CAPITAL MANAGEMENT, L.P. has zero complaints or disciplinary actions on file with the SEC or FINRA across 13 years of operation.

How does YIHENG CAPITAL MANAGEMENT, L.P. compare to other advisors in SAN FRANCISCO?

YIHENG CAPITAL MANAGEMENT, L.P. has a Red Flag Score of 100/100. There are 296 registered advisory firms in SAN FRANCISCO. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46111. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.