BTM CONSULTING USA, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327140
- Registered since
- December 11, 2025
Firm profile
FINTRXOverview
BTM Consulting USA, LLC is organized as a limited liability company and is an SEC-registered investment adviser (registration year: 2025). The firm is owned by an individual and is categorized in the available data as "unclassified" with respect to investment-adviser subtype. The firm appears to operate with a narrow regulatory and geographic footprint: it is not designated as a multi-state adviser, it does not identify as an active ESG investor, and it is not listed as a capital allocator, pension consultant, or related adviser. Public disclosures supplied to FINTRX do not describe the firm’s advisory activities, client focus, fee structure, or manager allocation preferences.
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 5KARL LOHWATER
Operations PrincipalCRD 2684561
ZAI FENG ZHU
Registered RepresentativeCRD 7698790
YU LIU
FounderCRD 6650809
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
- 299 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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