{
  "crd_number": 293352,
  "slug": "taiwania-capital-management-usa-inc-santa-clara-ca-293352",
  "primary_business_name": "TAIWANIA CAPITAL MANAGEMENT USA, INC.",
  "legal_name": "TAIWANIA CAPITAL MANAGEMENT USA, INC.",
  "dbas": [],
  "city": "Santa Clara",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2018-03-22",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://facebook.com/taiwaniacapital",
    "https://taiwaniacapital.com",
    "https://youtube.com/channel/UCPtvsun0HtPedEzX8joLJ0w"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293352",
  "city_as_filed": "SANTA CLARA",
  "url": "https://advisorcensus.com/firm/taiwania-capital-management-usa-inc-santa-clara-ca-293352",
  "display_name": "Taiwania Capital Management USA, Inc.",
  "summary": "Taiwania Capital Management USA, Inc. is an exempt reporting adviser in Santa Clara, CA, filing reports since 2018. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Taiwania Capital Management USA, Inc. (CRD 293352): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Taiwania Capital Management USA, Inc. located?",
      "a": "Taiwania Capital Management USA, Inc.'s principal office is in Santa Clara, CA, according to its Form ADV; the May 2025 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "How does Taiwania Capital Management USA, Inc. report to regulators?",
      "a": "Taiwania Capital Management USA, Inc. is an exempt reporting adviser, filing reports since 2018. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 293352."
    },
    {
      "q": "Does Taiwania Capital Management USA, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/293352"
    },
    {
      "q": "What changed in Taiwania Capital Management USA, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists an office in Taipei. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-04-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-04-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-04-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists an office in Taipei.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/taiwania-capital-management-usa-inc-santa-clara-ca-293352.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293352",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
