Canyon Bridge Capital Partners, LLC (Menlo Park)

Name: Canyon Bridge Capital Partners, LLC
Address: 100 Middlefield Road, Menlo Park, CA, 94025
Telephone: 650-338-1788

Canyon Bridge Capital Partners, LLC is a large advisory firm based in Menlo Park. It manages $1.52 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.

Canyon Bridge Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Canyon Bridge Capital Partners: assets under management

The assets under management (AUM) of Canyon Bridge Capital Partners, LLC is $1.52 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.52 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.52 billion each.

Canyon Bridge Capital Partners has custody of $70 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Canyon Bridge Capital Partners, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Canyon Bridge Capital Partners serves?

The only and largest group of clients of Canyon Bridge Capital Partners is pooled investment vehicles with 1 clients and $1.52 billion of assets under management. Among the 9 most similar advisory firms, Canyon Bridge Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.52 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Canyon Bridge Capital Partners also advises several private funds.

Careers at Canyon Bridge Capital Partners, LLC

The company employs 21 people that are either part- or full-time employees. 19 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
Benjamin Bin Chow	Member; founder; managing partner	1 Aug 2016	25% - 50%	6723414
Hong John Kao	Member; co-founder; partner	1 Aug 2016	Other	6740441
Heber Raymond Bingham	Member; co-founder; partner	1 Aug 2016	Other	5297741
H. Raymond Bingham	Member; co-founder; partner	1 Aug 2016	Other	5297741
Hong John Kao	Member; co-founder; partner	1 Dec 2016	Other	6740441
Heber Raymond Bingham	Member; co-founder; partner	1 Dec 2016	Other	5297741
Ann Marie Swanson	Chief compliance officer	1 Dec 2016	Other	4684405
Canyon Bridge Management Corp.	Investment manager	1 Dec 2016	Other	81-4064638
Ann O Swanson	Chief compliance officer	1 Dec 2016	Other	2806641
Peter Chin Kuo	Partner	1 Apr 2017	Other	4334189
Michael Anthony Germain	Chief accounting officer	1 Nov 2017	Other	6880343

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Benjamin Bin Chow	Shareholder; chairman; ceo	1 Sep 2016	25% - 50%	6723414
Peter Chin Kuo	Shareholder; director; co-president	1 Dec 2016	25% - 50%	4334189

Based in Menlo Park

The principal office where Canyon Bridge Capital Partners, LLC performs its advisory services is located at 100 Middlefield Road, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-338-1788. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at canyonbridge.com.