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Emily Zeng Yuan

Chief Compliance Officer, Chief Executive Officer, PresidentCorgi Strategies, LLCCRD 8136461

About Emily Zeng Yuan

Emily Zeng Yuan is listed as Chief Compliance Officer, Chief Executive Officer, President at Corgi Strategies, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of 10-25%. Emily Zeng Yuan is associated with 3 registered advisers.

Reported ownership

Owns 10-25% of Corgi Strategies, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Emily Zeng Yuan work?

Emily Zeng Yuan is listed as Chief Compliance Officer, Chief Executive Officer, President at Corgi Strategies, LLC on SEC Form ADV.

How much of Corgi Strategies, LLC does Emily Zeng Yuan own?

Form ADV reports a beneficial ownership band of 10-25%.

Corgi Strategies, LLC

TitleChief Compliance Officer, Chief Executive Officer, President
Ownership10-25%
Control personYes
Since2025

Bark Securities, LLC

TitleDirector (represents Manager)
OwnershipUnder 5%
Control personYes
Since2025

Corgi Strategies, LLC

TitleDirector (employed By Manager)
Ownership
Control personYes
Since2025