Homaer International Us LLC (Beijing)

Name: Homaer International Us LLC
Address: Citychamp Building, Suite 1701, Beijing, 100026
Telephone: +86 400 672 8966

Homaer International Us LLC is an adviser based in Beijing. It manages $5.8 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2016.

Homaer International Us provides financial planning services, selection of other advisers, educational seminars and workshops, and equity trading tools. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Homaer International Us: assets under management

The assets under management (AUM) of Homaer International Us LLC is $5.8 million. The firm's AUM has gone down by -76% since the beginning of its operation, and $5.8 million of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in exchange traded securities the most. They account for 82% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 18% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Homaer International Us LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Homaer International Us serves?

The only and largest group of clients of Homaer International Us is high net worth individuals with 120 clients and $5.8 million of assets under management. Among the 4 most similar advisory firms, Homaer International Us has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $5.8 million for 120 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

Homaer International Us doesn't advise any private funds.

Careers at Homaer International Us LLC

The company employs 105 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Guoying Chen	Managing member & chief compliance officer	1 Oct 2015	Other	2585665
Chengkun Nmn Ye	Managing member	1 Oct 2015	50% - 75%	6598290

Based in Beijing

The principal office where Homaer International Us LLC performs its advisory services is located at Citychamp Building, Suite 1701, Beijing, 100026 The mailing address of the firm is 300 Park Avenue, New York, NY 10022. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +86 400 672 8966 or by fax +1-888-728-0981. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at homaer.com/en.