Usmart Capital, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
329365
Registered since
January 24, 2025

Firm profile

FINTRX

Overview

Usmart Capital, LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2025. The firm's ownership is listed as a combination of a foreign entity and an individual. In the dataset the adviser is classified as unclassified; it is flagged as not being a capital allocator, not a multi-state adviser, and not a pension consultant. The firm is not identified as an active ESG investor. The dataset contains no descriptive entries for client segments, fee schedules, business activities, or advisory services. Similarly, there is no material about the firm's investment mandates, target markets, or distribution channels in the provided record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Xuebo Sun

    Chief AML OfficerCRD 5158480

  • Jonathan Slone

    CEO and CCOCRD 2150608

  • Joseph Vigliarolo

    Joseph Vigliarolo

    Chief Compliance OfficerCRD 4880434

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Contacts

3 of 4
  • Jacobo Vahnish Chong

    Jacobo Vahnish Chong

    Operations AssociateCRD 7932974

  • Steven Bender

    FinOpCRD 2650187

  • Michael Tang

    Michael Tang

    Co-Head Of EquityCRD 6999739

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
515 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth