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GOLDEN JADE CAPITAL MANAGEMENT, LLC

CRD 167923File 801-78377
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.9M
Bottom 25% of cohort (national)
Discretionary AUM
$2.9M
Clients
1
1 accounts
Employees
1

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
HQ
Registration date
Aug 19, 2013
Principal office
Not reported
Phone
+866-2-87582878

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.9M
Discretionary AUM
$2.9M
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$2.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals1$2.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$2,800,000$2,850,000increased by$50,000
May 1, 2025
vs Oct 1, 2022
Clients101decreased by9
May 1, 2025
vs Oct 1, 2022
AUM$2,550,000$2,800,000increased by$250,000
May 1, 2025
vs Oct 1, 2022
Accounts101decreased by9
Apr 1, 2022AUM$2,450,000$2,550,000increased by$100,000
Jul 1, 2021AUM$2,420,000$2,450,000increased by$30,000
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GOLDEN JADE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GOLDEN JADE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.