5D PARTNERS LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
308304
Registered since
June 28, 2021

Firm profile

FINTRX

Overview

5d Partners LLC is registered as a limited liability company and shows SEC registration in 2021. Ownership is listed as a mix of a domestic entity and an individual. The firm’s classification in the dataset is “unclassified.” Several common adviser attributes are marked negative: it does not present itself as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser. FINTRX does not provide details on the firm’s client base, fee structure, business or advisory activities.

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

Contacts

3 of 5
  • CHARLES KIM

    CRD 2175048

  • Sangela Yan Lam

    Director of FinanceCRD 7588086

  • Yongjie Fan

    Investment Advisor RepresentativeCRD 7654488

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
535 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth