CONDUIT CP INVESTMENT I LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ALAMO, California
CRD number
339847
Registered since
December 18, 2025

Firm profile

FINTRX

Overview

Conduit Cp Investment I LLC is organized as a limited liability company and is registered with the SEC as of 2025. The firm is classified as unclassified and lists an individual as its owner type. Public disclosures indicate Conduit Cp Investment I LLC does not position itself as a broad-based capital allocator or a multi-state advisory platform and is not flagged as an active ESG investor. Public-facing information for the firm is limited: there are no reported retail or institutional advisory client relationships, and standard details such as fee schedules, client segments, or day-to-day advisory activities have not been provided. What is clear from filings is that the firm’s advisory activity centers on private fund management rather than running traditional advisory accounts for external clients.

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

1 of 1
  • Benson Lu

    ManagerCRD 8203396

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

ALAMO, CA

CONTRA COSTA

Location

ALAMO, CA

Headquartered in ALAMO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
391 Livorna Heights Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth