USMART CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
9
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 structured as a limited liability company that registered with the SEC in 2025. Ownership is listed as a combination of a foreign entity and an individual. Public filing details classify the firm as unclassified and provide minimal descriptive information about its business lines or client focus. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and does not report multi-state advisory status. Filings also indicate it is not a pension consultant, not a related adviser, and not designated as a multi-state adviser. Other advisory activities and client segments were not disclosed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

  • YI LU

    Chief Operating OfficerCRD 5837061

  • JONATHAN SLONE

    CEO and CCOCRD 2150608

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Contacts

3 of 5
  • Jacobo Vahnish Chong

    Operations AssociateCRD 7932974

  • STEVEN BENDER

    FinOpCRD 2650187

  • Michael Tang

    Co-Head Of EquityCRD 6999739

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Wealth teams

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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