AIP Capital Markets LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Rolling Hills Estates, California
CRD number
288932
Registered since
January 8, 2018

Firm profile

FINTRX

Overview

AIP Capital Markets LLC is organized as a limited liability company and is registered with the SEC since 2018. Public records list its ownership as both a domestic entity and an individual. The firm is classified as unclassified in the available dataset. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is not designated as a multistate adviser, not marked as newly formed, and the dataset does not list it as a pension consultant or a related adviser. The firm has provided very little public detail about its business lines, advisory activities, or target client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Namsoo Lee

    Managing DirectorCRD 5133025

  • Wayne Chen

    FinOpCRD 4779449

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rolling Hills Estates, CA

Los Angeles

Location

Rolling Hills Estates, CA

Headquartered in Rolling Hills Estates, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
4 Santa Cruz
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth