Updated:
Youhe Invest
Steven Zhang established Youhe Invest LLC after prior work in accounting and family-office structures. Co-founder Connie Chen contributed to holistic planning...
Youhe Invest
Steven Zhang established Youhe Invest LLC after prior work in accounting and family-office structures. Co-founder Connie Chen contributed to holistic planning until her passing. The firm also operates KCY Family Office LLC alongside Clarence Kwan, a former Deloitte National Managing Partner. Youhe Invest deploys across real estate, private equity, hedge funds, litigation finance, and digital assets. It executes through direct co-investments, SPVs, and fund-of-funds vehicles. Confirmed holdings include the former Scott McNealy residence in Portola Valley, California, the Peachtree complex in Atlanta, and office space at Carnegie Hall Tower in New York. Activity spans North America, Europe, Asia, South America, and the Caribbean. The firm lists eight professionals and maintains affiliations with the Harvard Club of New York City, the Committee of 100, and the Association of US-China Professional Accountants. Philanthropic vehicles include Meraki Organization Inc, Paradise International Foundation Limited, and US-China Youth Education Solutions Foundation. No operational events from the last 24 months appear in public records. Youhe Invest maintains a hybrid structure that combines tax and back-office services for external family offices with its own principal investments. This model creates recurring revenue alongside capital deployment and differentiates it from pure investment offices.
General information
Firm type
Multi Family Office
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Principals
Steven Zhang
Founder
Connie Chen
Co-founder
Clarence Kwan
Business Partner
William Ma
Business Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Youhe Invest?
Steven Zhang leads as founder. Clarence Kwan participates as business partner on cross-border matters.
Does Youhe Invest participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct co-investments or SPVs.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed.
What investment stages does Youhe Invest typically target?
The firm covers private equity, real estate, and hedge-fund exposures without stated stage restrictions.
How is Youhe Invest related to KCY Family Office LLC?
Steven Zhang and Clarence Kwan operate both entities in parallel.
Does Youhe Invest maintain philanthropic structures?
Yes. Vehicles include Meraki Organization Inc and US-China Youth Education Solutions Foundation.
Which sectors does Youhe Invest explicitly avoid?
No avoidance list is stated in available materials.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: