Portfolio Manager · Valliance Asset Management LLC
Yiming Zhang
CRD 5804707 · Named on Form ADV at one SEC-registered adviser
At a glance
Valliance Asset Management LLC, an SEC-registered private fund adviser based in New York, NY with $123 million in regulatory assets, lists Yiming Zhang on its Form ADV as Portfolio Manager, a control person.
Firms and roles
- Valliance Asset Management LLCPortfolio ManagerPrivate fund adviser · New York, NY · $123M in regulatory assets
AtlasMembers
Yiming’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Larri H. BallinCOO & CCO, Valliance Asset Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Yiming’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.