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WEN CAPITAL ADVISORY GROUP
WEN CAPITAL ADVISORY GROUP, INC. is a state-registered investment adviser in EL CERRITO, CA. The firm manages $27 million in assets, $26 million on a...
Overview
WEN CAPITAL ADVISORY GROUP, INC. is a state-registered investment adviser in EL CERRITO, CA. The firm manages $27 million in assets, $26 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
What investment services does WEN Capital offer?
The firm offers asset allocation, manager selection, portfolio construction, and ongoing monitoring across asset classes including equities, fixed income, private equity, real estate, and hedge funds. It acts as a fiduciary advisor rather than a direct investor.
Does WEN Capital manage its own funds or make direct investments?
WEN Capital does not appear to operate commingled investment funds. It serves clients through separately managed accounts and advisory relationships, selecting third-party managers for execution.
How is WEN Capital regulated?
WEN Capital Advisory Group, Inc. is registered as an investment advisor with the U.S. Securities and Exchange Commission. Its Form ADV details are publicly available through the SEC's Investment Adviser Public Disclosure database.
What types of clients does WEN Capital serve?
Its client base includes high-net-worth families, family offices, endowments, and foundations. The firm tailors its advisory services to each client's risk tolerance and return objectives.
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