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Shiyi Zhang

Investment adviser representative at Illumine Investment Management, LLC
12 yearsExperience
2 statesRegistered in
$215.2MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Illumine Investment Management, LLCJan 2021 to now
  2. Leju USA LLCNov 2019 to Jun 2021
  3. University of CaliforniaJan 2018 to Dec 2019
  4. Walla Walla UniversityJan 2014 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Illumine Investment Management, LLC

$215.2MAssets managed
90Clients
3Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7355692
Firm CRD
311661
Advisor's SEC record (opens in a new tab)
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