Unclaimed Profile

Kenneth Jason Li

BHZ CAPITAL MANAGEMENT, LP·SAN JOSE, California

Clean recordBHZ CAPITAL MANAGEMENT, LP

2025 GATEWAY PLACE, SAN JOSE, CA 95110CRD# 7211068Firm CRD# 164091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth Jason Li · SAN JOSE, CA

Registration

CRD #7211068 · BHZ CAPITAL MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kenneth Jason Li is a registered financial advisor based in SAN JOSE, California, affiliated with BHZ CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BHZ CAPITAL MANAGEMENT, LP

AUM

$153M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BHZ CAPITAL MANAGEMENT, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7211068

Firm CRD# 164091

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kenneth Jason Li offer?

Kenneth Jason Li specializes in Retirement Planning. Contact their office in SAN JOSE, California for a consultation.

What are Kenneth Jason Li's credentials?

Kenneth Jason Li is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Jason Li located?

Kenneth Jason Li is based in SAN JOSE, California, working with BHZ CAPITAL MANAGEMENT, LP. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Kenneth Jason Li charge for services?

Kenneth Jason Li's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BHZ CAPITAL MANAGEMENT, LP?

BHZ CAPITAL MANAGEMENT, LP has approximately 6 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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