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 registered as a limited liability company and shows SEC registration in 2021. Ownership is listed as a mix of a domestic entity and an individual. The firm’s classification in the dataset is “unclassified.” Several common adviser attributes are marked negative: it does not present itself as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser. FINTRX does not provide details on the firm’s client base, fee structure, business or advisory activities.
Assets & Accounts
Investments & Alternatives
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 5CHARLES 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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