5d Partners LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 308304
- Registered since
- June 28, 2021
- Website
- www.5dinvestmentbank.com
Firm profile
FINTRXOverview
5d Partners LLC is a limited liability company that operates as a placement agent rather than an asset manager or allocator. The firm registered with the SEC in 2021 and is owned by a combination of a domestic entity and an individual. Public disclosures list it as a placement agent and explicitly indicate it is not a capital allocator, not a pension consultant, and not a related adviser. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser. Available materials provide limited detail on the firm’s advisory or business activities and do not list a client base or fee schedule. That, combined with the placement-agent classification, suggests the organization’s primary role is intermediary work—introducing fund managers to prospective investors or assisting with capital raising—rather than providing discretionary portfolio management or operating as a traditional registered investment adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Charles Kim
CRD 2175048

Sangela Yan Lam
Director of FinanceCRD 7588086
Yongjie Fan
Investment Advisor RepresentativeCRD 7654488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 535 Fifth Ave
- Time zone
- ET (UTC-5)
- Office locations
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