IDB Capital Corp.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
58
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
106032
Registered since
May 10, 2001

Firm profile

FINTRX

Overview

IDB Capital Corp. is organized as a corporation and has been registered with the SEC since 2001. Ownership is listed as a domestic entity with individual ownership. The firm is classified as unclassified in the available dataset and is not flagged as a capital allocator, an active ESG investor, a pension consultant, or a related adviser. It is also not identified as a newly formed or multi-state adviser in the source record. The dataset does not provide details on the firm’s advisory or business activities, client types, fee schedules, or specific investment focus, so no commentary on strategy, product offerings, or target client segments can be drawn from the available information.

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

Owners & executives

3 of 5
  • Alex Polshikov

    Alex Polshikov

    Chief Investment OfficerCRD 5118208

  • Patricia Clancy

    Patricia Clancy

    Senior Vice President & Chief Operating OfficerCRD 2753700

  • Kiyoun Kim

    Kiyoun Kim

    Executive Vice President & Chief Operating OfficerCRD 6112222

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Contacts

3 of 53
  • Cathy Grima-mauro

    Cathy Grima-mauro

    Treasury Operations ManagerCRD 2050655

  • Edward Kim

    Registered RepresentativeCRD 6702617

  • Paola Levi

    Registered RepresentativeCRD 6016534

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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
1114 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth