|Uptrend Capital LLC is a RIA based in Santa Clara, CA with $15M in AUM and with 3 advisors nationwide.|
|Guang Yang||Aug 2010|
|Choon-Shan Lai||Aug 2010|
|Tian Yu Cai||Aug 2010|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Tian Yu Cai||Managing Member||05/01/2010|
No firm affiliates listed.
3333 Bowers Avenue, Suite 130
Santa Clara , CA 95054
Types of Compensation Arrangements
- Percentage of Assets
- Performance-based Fees