Fang
Li

Baleen Capital Management LLC

CRD#7307083
Investment Advisor
in Las Vegas, NV

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About this Advisor

Fang Li is a financial advisor based in Las Vegas, Nevada, working with Baleen Capital Management LLC. Fang has previously held positions at Baleen Capital Management LLC, Sendle LLC, and Afterpay Touch. Fang has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Fang is part of Baleen Capital Management LLC, which operates out of Las Vegas, Nevada. The firm has one employee and manages assets totaling $112.5 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Baleen Capital Management LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

10845 Griffith Peak Drive Suite 200
Las Vegas, NV 89135

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Baleen Capital Management LLC Brokerage Details

Total Assets Under Management

$112,500,000

NV Average: $664,206,839
Total Number of Employees

1

NV Average: 10
Total Number of Accounts

3

NV Average: 1,698
Average Account Size

$37,500,000

NV Average: $391,170

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Fang Li Work History

2021 - Present (3 years)

Baleen Capital Management LLC

2019 - 2020 (1 year)

Sendle LLC

2018 - 2019 (1 year)

Afterpay Touch

2012 - 2021 (9 years)

Baleen Capital Management LLC

Disclosures

Please visit the SEC profile of Fang Li to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Baleen Capital Management LLC

Fang Li
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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