AIP Capital Markets LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Rolling Hills Estates, California
CRD number
288932
Registered since
January 8, 2018

Firm profile

FINTRX

Overview

AIP Capital Markets LLC is organized as a limited liability company and is classified in the data set as a placement agent. That designation implies the firm's principal activity is intended to be fundraising and investor introductions for private funds and alternative managers rather than acting as a portfolio manager or capital allocator; the record explicitly notes the firm is not a capital allocator. Owner type is listed as both a domestic entity and an individual. The profile data contains few operational details: business activities and advisory activities were not provided, and the firm is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Those negative flags, together with the placement-agent classification, suggest the firm’s role is transactional and distribution-focused rather than advisory or discretionary portfolio management.

Assets & Accounts

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

2 of 2
  • Namsoo Lee

    Managing DirectorCRD 5133025

  • Aline Da Silva

    Aline Da Silva

    FinOpCRD 6082324

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rolling Hills Estates, CA

Los Angeles

Location

Rolling Hills Estates, CA

Headquartered in Rolling Hills Estates, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
4 Santa Cruz
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth