CDIB CAPITAL INTERNATIONAL (USA) CORPORATION

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
297723
Registered since
January 30, 2019

Firm profile

FINTRX

Overview

CDIB Capital International (USA) Corporation is a US-incorporated advisory vehicle that registered with the SEC in 2019. The firm is owned by a combination of a foreign entity and an individual and is classified as an “other” investment adviser. Its public filings show no retail advisory client base or multi-state advisory activity; instead, its activity in the U.S. appears centered on managing private fund capital. The adviser is not identified as an active ESG investor, a pension consultant, or a capital allocator in its filings. Given the firm’s structure and the presence of a private equity vehicle in its roster, its investment focus is on sourcing and managing private-company exposures rather than running broad public market strategies or retail wrap accounts. The adviser’s footprint in the U.S. is narrow, with a single office and a fund-centric advisory model.

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
  • CHEN-YUNG HUNG

    DirectorCRD 7242117

  • DAVID TSE YOUNG CHOU

    DirectorCRD 7842170

  • LISA LI-LING GUO

    Executive Vice PresidentCRD 7003751

Unlock 2 more contacts

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

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
16F Park Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth