TAIWANIA CAPITAL MANAGEMENT USA, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA CLARA, California
CRD number
293352
Registered since
March 22, 2018

Firm profile

FINTRX

Overview

Taiwania Capital Management USA, Inc. is a U.S.-registered corporate adviser that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm is SEC-registered (since 2018) and is owned in part by a foreign entity alongside individual ownership. It is classified as an unclassified adviser and is not identified as a capital allocator. Taiwania is not flagged as an active ESG investor and is not listed as a multi-state adviser in the snapshot data. The firm’s core activity is sponsoring and managing private funds: it acts as a general partner and managing member for pooled vehicles, and is listed as an “Other Investment Adviser and Sponsor.” That structure signals a focus on fund formation, fund management and contractual relationships with limited partners rather than model-delivery or retail advisory services.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Chia-Shen Weng

    President, CEO and General PartnerCRD 6926421

Contacts

2 of 2
  • WU CHIN-CHENG

    General PartnerCRD 7356651

  • Hsin-I Lin

    ChairmanCRD 8067711

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA CLARA, CA

SANTA CLARA

Location

SANTA CLARA, CA

Headquartered in SANTA CLARA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
3945 Freedom Cir
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth