AIP Capital Markets LLC

Broker-DealerFINRA MemberEst. 2018
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 registered with the SEC since 2018. FINTRX classifies the firm as a placement agent rather than a capital allocator or discretionary investment manager. The firm's ownership is listed as a combination of a domestic entity and individual ownership. Available records indicate it is not active as an ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. As a placement agent, the firm’s activities are expected to focus on fundraising and intermediary services—connecting fund sponsors with potential investors—rather than deploying or managing client capital directly. FINTRX did not provide details on fee arrangements, advisory services, or the specific client types the firm targets.

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