AdvisorCensus / Financial advisors / Xueqiu Holdings Limited
Xueqiu Holdings Limited
Filed as XUEQIU HOLDINGS LIMITED
Xueqiu Holdings Limited is an SEC-registered investment advisory firm in Beijing, China, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Xueqiu Holdings Limited compensated?
On its Form ADV (Item 5.E, October 2026), Xueqiu Holdings Limited reports these compensation arrangements: fixed fees (other than subscription fees).
How much does Xueqiu Holdings Limited charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $25 a quarter (Investment Recommendations and Commentary). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Xueqiu Holdings Limited located?
Xueqiu Holdings Limited's principal office is in Beijing, China, according to its Form ADV.
Is Xueqiu Holdings Limited registered with the SEC or a state?
Xueqiu Holdings Limited is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291464.
How have Xueqiu Holdings Limited's assets and staff changed since 2021?
In the Form ADV data for Xueqiu Holdings Limited: Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Xueqiu Holdings Limited serve?
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (4); individuals (other than high net worth individuals) (1).
Does Xueqiu Holdings Limited report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291464
Does Xueqiu Holdings Limited state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "There is no account minimum for any of XHL’s services."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There is no account minimum for any of XHL’s services.
Flat fee: $25 a quarter (Investment Recommendations and Commentary)
The brochure's wording
The fixed rate for this service is $25 per quarter.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 4. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 4 | March 31, 2026 |
| October 2025 | Not reported | 4 | April 2, 2025 |
| October 2024 | Not reported | 4 | March 27, 2024 |
| October 2023 | Not reported | 4 | February 22, 2023 |
| October 2022 | Not reported | 4 | July 26, 2022 |
| October 2021 | Not reported | 4 | August 16, 2021 |
Total employees: 4 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Xueqiu Holdings Limited (CRD 291464): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/xueqiu-holdings-limited-beijing-291464